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CORPORATE SYNERGIES OVERVIEW

Our Company at a Glance • National insurance and employee benefits brokerage and consultancy • Founded in May 2003 as a privately held employee benefits broker; incorporated in Delaware in September 2004; converted to a limited liability company in October 2010 • 5 locations: Camden, New Jersey/Philadelphia Metro (headquarters); New York City; Melville, New York; Bethesda, Maryland; Orlando, Florida • Third largest benefits specialist in the nation ( Business Insurance magazine ) 1 • Place approximately $1 billion in annual premium • 225 professionals; 600 clients • Best Places to Work Employer ( Philadelphia Business Journal and South Jersey Biz ) 2 • Multiple national APEX, iCOMM and insurance carrier awards 3

We apply our deeper understanding to our multi-stage benefits approach, which has an immediate and ongoing positive impact on the employer’s organization and participants:

Strategy • Analyzing risks, goals and participants’ data • Developing a plan to help employers achieve long-term benefits goals Design • Structuring a plan to mitigate risk and create cost efficiencies • Optimizing annual renewals to cost-effectively complement overall strategic goals

Execution • Supporting day-to-day management of the benefits program • Assisting plan participants to get the most out of their benefits

1 2020 Business Insurance magazine ranking of brokers based on percentage of employee benefits business 2 Philadelphia Business Journal (Hall of Fame recipient) and South Jersey Biz 3 Excellence in client communications, employee education and wellness campaigns, one-of-a-kind communications, video media, blog content and website (corpsyn.com, healthdiscovery.org), and The Current Insurance Journal