Partner Firm

Sterling Thompson Company is a multi-line agency. Our benefits department makes up approximately 20% of the agency revenue. We have 9 employees in the EB department, and 60 overall. The EB department works with group sizes between 10 and 900. We have

Our Core Purpose: Better Businesses, Better Lives Our Clients: Our clients are aligned to core purpose and values. Target Size: 50 - 750 lives We are an analytic brokerage firm that is results driven. We demonstrate the financial impact we make on th

TriBridge Partners is a firm of specialists in Employee Benefits, Individual Insurance and Financial Planning, and Business Enterprise Planning. Our client focus is assisting professional organizations and closely-held businesses.

For more than thirty-eight years, Johnson & Dugan’s highest priority has been to make it easy for any company to expertly plan and administer their employee benefits plans. Unlike other employee benefits consulting firms, J&D does not deliver one-size-fi

The Benefit Company is focused on the 100 to 5000 Employee marketplace. 74% of our revenue is from self-funded clients. We have Five Account Executive Teams, comprised on an Account Executive, an Account Manager, and shared services for Population Heal

Relational Advisors specializes in white collar service companies.

Employee Benefits, Estate and Business Planning, Asset management/ Retirement Planning. 40+ years experience in business and estate planning, qualified retirement plans.

Employee Benefit practice with clients ranging from 2-3,000 lives. Self-funding and RBP are focus areas.

Making Complicated Simple...

With over 40 years in the Silicon Valley, Vita has a long history of building employee benefit solutions that enables our client teams to thrive. Vita specializes in employee benefits consulting, third party administration, and retirement plan advisory s

Health Insurance is Complex. We Make it Simple For You. With over 35 years of expertise, Advanced Estate & Insurance Services, Inc. (AEIS) is ready to help you find real solutions for an easier, more complete benefits plan.

Acadia Benefits is a locally-owned Maine firm specializing in employee benefits. Started in 1990, we’ve provided brokerage and consulting services to our customers throughout Northern New England for the last 30 years. Our team is passionate about helpin

UBA Partner based in Wisconsin's 2nd largest market, Madison.

Working with small and medium size businesses

Located in Silicon Valley. Focused on small to mid mkt (25-500): Technology, Prof Services, Manufacturing, Non-profits. Significant alternative funding footprint in geography with heavy HMO influence.