Staff/Team D. Staff/Team 1. Identify the different classification of employees within the firm and the totals for each classification (i.e., consultants, compliance professionals, administrative support, insurance advocates, etc.) Please provide an organizational chart showing functions and locations of benefit advisors/account executives. 2. List the name and location of primary individual(s) who would be responsible for our account and provide brief biographies including titles, functions, academic credentials, and relevant experience. 3. Please indicate the turnover of senior management and key professionals within your firm over the past three years. 4. How is your benefits advisors/account executive’s compensation determined? 5. Will your firm, its employees and/or affiliated or related entity be paid fees/derive an economic benefit for its services? Meridian offers a unique approach to client management by leveraging best in class experts and technical resources with hands on service. It is our practice that a Partner of Meridian represents our clients from both a strategic and day-to-day service perspective. Taking this approach ensures that ultimate accountability rests with a member of Meridian senior management which has had zero turnover in the past 3 years. In addition, we have built a team of seasoned benefit professionals and vendors that consist of dedicated senior level account managers, ERISA attorneys, HR consultants, underwriters, marketing and communication consultants. The lead consultant for Iroquois is Tom Clements who is in our Fairfield, CT office. Tom is the Managing Partner of the employee benefits division at Meridian and specializes in all aspects of health and welfare benefit plans. Tom is an expert in the employee benefits space and is a regular speaker at conventions along with conducting employee trainings on a variety of topics including, alternate funding medical plans (level-funded, Captive, PEO etc.), compliance (ACA, ERISA), effective communication strategies, leveraging technology trends in employee benefits (telemedicine, App based cost containment tools etc.) and plan specific benchmarking. Tom would act as a consultant throughout the course of the year regarding all aspects of the Iroquois account including but not limited to; renewal negotiations, open enrollment, employee communications, cost containment, strategic planning, compliance, plan benchmarking, HR support and wellness. Tom has a proven track record for analyzing and aligning solutions to fit his client’s goals and objectives. Tom currently consults for 35 employer groups with an average employee size of 134 employees. The largest client is a 2,000-employee hospital in Westchester county, NY and the smallest is a 7 employee quasi-municipal entity in upstate Connecticut. Tom is a graduate of Fairfield University with a degree in Finance and Marketing. Tom resides in Fairfield with his wife and two children. Tom Clements Managing Partner – Employee Benefits Phone - 203-339-2735 Email - [email protected] 13