¨ 5500’s & Summary Annual Report (SAR) – if applicable ¨ Summary of Benefits and Coverage (SBC’s) ¨ COBRA Administration ¨ ACA Model Notices and Annual Model Notices ¨ ACA/ERISA Annual Compliance Calendar ¨ State and Federal Legislative Updates ¨ Business Associate Agreements ¨ Secure PHI portals ¨ HIPAA Training In short, Meridian has gone to great lengths to ensure that our internal and external compliance resources go above and beyond protecting our clients both now and in the future. Experience/Clients C. Experience/Clients 1. Please provide the name, address, contact name, and title of three clients as references. If your firm maintains more than one office location, indicate from out of which office each client is served. Meridian Risk Management is proud to work with the following organizations of a similar size/scope to Iroquois. All references are serviced out of the Fairfield, CT and Pelham, NY offices. 1. Client Name – United Services, Inc. – Dayville, CT Size – 250 total employees – 65 non-union (management) employees Length of Relationship – 2013 – Current Contact Person / Title – Cassie Mantoni – Director of Human Resources or Rob Deverna CFO Phone / Email – 860-774-2020 / [email protected] or [email protected] 2. Client Name – Mitchell Martin, Inc. – New York, NY (7 Additional States) Size – 600 employees Length of Relationship – 2018 – Current Contact Person / Title – Dawn Ponico – Vice President of Human Resources Phone / Email – 646-300-7016 / [email protected] 3. Client Name – Aquinas Consulting – Milford, CT Size – 90 employees Length of Relationship – 2020 – Current Contact Person / Title – Sally Reed – Director of Human Resources Phone / Email – 203-876-2822 / [email protected] 4. Client Name – Seymour Sheridan, Inc. – Monroe, CT Size – 65 employees Length of Relationship – 2011 – Current Contact Person / Title – Janet Viel – Director of Finance Phone / Email – 203-261-4009 / [email protected] 12