Mission: First and foremost, we at PBG are advocates for our clients, strategic partners with our carriers, and “idea leaders” for the industry. Drive: At PBG, our staff and their passion for excellence is what really set us apart. We are a dynamic group of talented and highly skilled professionals that are considered experts in their respective fields. Be it negotiation, compliance, account management, communication, employee advocacy or training programs, the energy and dedication that we bring to the table not only helps our clients satisfy the needs of their employees but also protects and improves their bottom-line. Our team leaders are an incredibly dynamic and innovative group that infuse the company with their drive, enthusiasm and energy. Value: PBG is committed to helping our clients make key healthcare benefit choices that deliver real value to their employees while at the same time controlling costs. Our expertise and abilities allow us to leverage our carrier relationships, and expand the value delivered to our clients, and their employees.

Capstone is a global, alternative investment management firm operating across a broad range of derivatives-based strategies with a deep understanding of volatility. With approximately $11.3 billion of AUM and 293 employees (as of February 29, 2024), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Hong Kong, Los Angeles, Stamford, and Boston. Through strategic insight, market-leading expertise and advanced technology, we seek to anticipate and harness the complexities of world markets, creating unique opportunities for our clients, team and industry.

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes. Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions. We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation. With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.

The Beacon Group of Companies, based in Philadelphia, PA, commands a significant presence as a larger office, distinguished by its expertise in providing comprehensive benefit solutions. With a proven track record of working with self-funded clients, this office is adept at supporting the unique needs of local and regional employers across various industries. Notable among their top customers are Pei-Genesis in the semiconductor and electronic component manufacturing industry and Sage Senior Living in residential building construction. These collaborations underscore The Beacon Group's commitment to tailoring benefit packages to the specific demands of diverse sectors, managing benefits for 310+ and 340+ participants, respectively. With a keen focus on the residential building construction industry, The Beacon Group exhibits great expertise in understanding and addressing the challenges faced by businesses in this sector. As part of a local brokerage firm, this office in Philadelphia is deeply integrated into the community, offering a personalized approach to client service. Demonstrating versatility, The Beacon Group has showcased its experience with midsize employers, further reinforcing its ability to navigate the nuances of businesses of varying scales. As a reliable partner for employers seeking tailored and effective benefit solutions, The Beacon Group of Companies stands out in the dynamic landscape of insurance brokerage.

Located in the vibrant business hub of Philadelphia, PA, Kt&D's local office is a trusted insurance broker specializing in comprehensive employee benefits solutions for both local and regional employers. With a strong focus on medical and ancillary benefits, the team at Kt&D brings valuable expertise to the table, making them an ideal choice for employers seeking tailored insurance solutions. This Philadelphia-based branch has successfully served a diverse range of clients, including top organizations such as Anesthesia Services PA, Ent and Allergy of Delaware, and Nephrology Associates. Notably, Anesthesia Services PA boasts a participant count of 190+, reflecting Kt&D's ability to handle large-scale benefits programs. Additionally, the broker has showcased its proficiency in the offices of physicians industry, consistently delivering effective solutions for clients in Delaware and beyond. As a part of a local brokerage firm, Kt&D's Philadelphia office combines the strength of a larger organization with the personalized touch of a community-focused provider. Their demonstrated experience with midsize employers further underscores their versatility in meeting the unique needs of businesses of varying scales. Choosing Kt&D means gaining a strategic partner with a proven track record, local insight, and a commitment to delivering tailored insurance solutions that empower employers and support the well-being of their workforce.

Welcome to the Philadelphia office of Little Michaels & Kennedy, a leading insurance broker specializing in employer benefits. With a strong focus on medical and ancillary benefits, our seasoned team possesses excellent expertise in serving local and regional employers. Our commitment to understanding the unique needs of businesses has established us as a trusted partner in the vibrant Philadelphia, PA market. At Little Michaels & Kennedy, we take pride in our diverse portfolio of clients, including notable businesses like Ncb Management Services. This business support services industry leader, based in PA, entrusts us with managing benefits for over 780 participants. Our success with Ncb Management Services is indicative of our comprehensive knowledge and tailored solutions within the business support services sector, showcasing our ability to navigate the intricacies of this dynamic industry. As an integral part of the local brokerage landscape, we are deeply rooted in the Philadelphia community. Our team's local insights, combined with our affiliation with a regional brokerage firm, uniquely position us to provide personalized service and strategic guidance to employers of all sizes. Whether you are a small business or a large corporation, Little Michaels & Kennedy is your trusted partner for optimizing employer benefits in the vibrant Philadelphia market.

villaNOVA Insurance Partners is a full-service insurance brokerage and consulting firm who truly works for our clients. We bring years of experience, new ideas, service and most importantly we bring the flexibility that the larger firms cannot provide. Insurance is not a “one size fits all” industry and we know that. We consider ourselves an extension of you. Whether you are a business client or individual client, you will hear from us year- round—not just when you have issues.

Helping our clients protect their assets for over 100 years. In business and in life, sometimes you just can't see it coming. That's why there's Rue Insurance. We've been helping our clients protect their assets and improve their profitability for over 100 years. Be Ready with Rue is a commitment to help our clients identify potential risks and create a strategy that both reduces these risks and results in greater profitability. By establishing departments that focus on our major risk areas - Business Insurance, Employee Benefits, and Personal Insurance - Rue is able to offer clients a Coordinated Asset Protection (CAP) Program. Our CAP Program will help your organization implement and administer your custom Risk Reduction Plan to Be Ready for that event you just don't see coming.

Green Brook Regional Center is a hospital & health care company based out of 275 Greenbrook Rd, Dunellen, New Jersey, United States.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.