Organization A. Organization 1. Provide your firm’s name and address, and the primary RFP contact’s name, phone number, e- mail address and fax number. 2. Please give an overview of your Company, including a brief history of the firm, years in business, the year the firm began providing benefit brokerage services, and the nature of the firm’s ownership and any affiliated companies or joint ventures. 3. Please provide the location of each of your firm’s offices. Indicate which office would serve this account. 4. Designations your firm holds to operate as a benefits broker i.e., licenses, affiliations etc. Primary Contact Tom Clements – Managing Partner Meridian Risk Management Pelham, NY & Fairfield, CT Phone - 203-339-2735 Fax – 914-636-2752 Email - [email protected] History Meridian Risk Management is a full service, independent, family-owned insurance agency serving the individual and business needs of organizations throughout the United States. Founded in 2003 by Joe Solimine Jr, Meridian specializes in health & welfare, commercial and individual personal lines programs. Meridian is a regional firm with 30+ employees between our two offices in Pelham, NY and Fairfield, CT which makes us small enough to make fast, efficient client wants/needs decisions, but large enough to have the attention of the insurance carriers and compete on a national scale. Meridian is life, accident & health licensed in all 50 states and all employee benefits personnel are required to be licensed, including account managers and customer service representatives, which is something not required by all employee benefit brokerage firms. In 2019, Meridian was accepted into United Benefit Advisors (UBA) which is an association of the country’s most elite independent brokerage firms. Being a member of UBA allows Meridian to offer unique proprietary products, services and pricing advantages that are unavailable to other firms. The UBA relationship fosters collaboration and shared wisdom from over 135 UBA partner firms totaling 2,000+ benefit professionals nationwide. Through our UBA partnership we have ‘boots on the ground’ in almost every state domestically and numerous countries worldwide. The Iroquois relationship would be managed out of both our Fairfield, CT and Pelham, NY offices and is staffed by industry experts that have and will continue to take the time to understand your culture, challenges & goals. You’ll receive tailored solutions that provide you and your employees the very best service and experience you deserve. Our solutions focus on: - Cost Containment - Plan Benchmarking - Compliance Assistance - HR Support - Benefit Administration Systems 9