Velcro USA Inc. 95 Sundial Avenue Manchester, NH 03103 USA Tel: (+1) 603 669 4880 QUESTIONNAIRE YOUR COMPANY 1. Briefly describe your firm’s history, background, financial status, and stability EBS was founded as EBS Insurance Brokers, Inc. in 1997 to function as a full-service employee benefits brokerage and consulting firm. Our mission is to understand our clients’ business objectives and goals in order to identify the most competitive employee benefit and retirement plan programs available to support their organization’s best interests. In 2002 we collaborated with 16 other independent firms to form United Benefit Advisors (UBA). UBA is a national association of the top (currently 140) independent employee benefit firms in the country. This UBA membership gives EBS boots on the ground support and resources in all 50 states, access to the largest health plan survey data in the country, product discounts with select vendors, and the ability to share product and marketplace knowledge with like-minded firms. UBA allows us to have a national footprint while maintaining our independence. Today EBS remains one of the last independent brokers in New England and we have continued to grow. We currently have 32 employees boasting over 240 years of experience in the areas of benefits, compliance, legal, wellness, technology, human resources, leave management, and communications. 2. Briefly describe the qualifications of the professionals who will be assigned to our account. Velcro and EBS have enjoyed an amazingly strong ten-plus year relationship. Velcro would continue to receive service from the team of Tom McCormick, Jason Reynolds, and Emily Gay. TOM MCCORMICK Senior Partner [email protected] | 617-658-7116 LinkedIn As Senior Partner at EBS, tom advises clients on all aspects of health and welfare plans, which includes direct oversight of the renewal and marketing process, and the coordination and implementation process of new benefit programs. With over 35 years of expertise as an insurance executive, Tom brings an extensive wealth of knowledge of employee benefit programs for a wide variety of industries. Prior to joining EBS, Tom designed, underwrote, communicated, and implemented all aspects of health and welfare plans for large New England-based organizations at Reliastar Employee Benefits (now Voya Financial). He is a Registered Health Underwriter (RHU) and is certified in Global Benefits Management from the International Foundation of Employee Benefit Plans. Tom and his daughters also own shares in the Green Bay Packers that are worth zero money. JASON REYNOLDS Vice President [email protected] | 617-658-7139 LinkedIn As Vice President, Jason provides high-quality benefits consulting expertise to our clients - specifically in the day-to-day operations of their employee benefit programs. 2