Who We Are Established 1997 Independent Privately Held Reliable and Unbiased By the Numbers Insurance Brokerage Firm Benefits Plan Support We empower organizations who are ready We support our clients in benefit plan - 5 Senior Partners with a combined to elevate their employee benefits program management, Wellbeing, compliance, 137 years experience to a competitive, holistic, employee-driven employee communications, leave - 5 in-house subject matter experts differentiator. By providing support to our management, data analytics, - 250+ clients clients in every area of expertise, we help benchmarking, HR technology, and Rx. We - 98% client retention rate businesses attract and retain top talent and can provide national support and have foster an employee-first mindset while - 140+ national advisor firm global capabilities through formal partnerships maintaining budget and company goals. partnerships. - 40 full-time team members 2023 EBS Services & Capabilities 6