PAGE 5 LHD RFP Response A. General Information 1.Provide a brief history of your firm including size, volume of business, locations and number of years in the business. LHD is a fiercely independent Indianapolis-based employee benefits firm, built for the unique demands of self-funded plans. Since 1999, we’ve invested in the people, processes, and tools that help our clients manage benefits cost and complexity. We are the largest benefits advisory firm in Indiana. We manage +/- 10% of the commercial healthcare spend in the state. We partner with 220+ Indiana-based employers, support over 300,000 members in all 50 states, and we manage over $2 billion in healthcare spend. We don’t just advise—we execute, ensuring every dollar drives value. We grow by reputation, not acquisition. Our success is built on trust, results, and referrals— not financial engineering. Our team of 65+ specialists delivers deep expertise across health & welfare, pharmacy benefits, and retirement planning—ensuring that our clients stay ahead of the curve. LHD is not just a benefits firm—we are the market leader in strategy and execution. With unmatched stability and a relentless commitment to excellence, we help our clients win the race for talent, optimize their benefits investment, and build a culture where people thrive. 2. Provide your company’s philosophy on providing benefits consulting, as well as your corporate mission, vision and values. LHD is dedicated to transforming traditional employee benefits into strategic investments that align with company culture and purpose, fostering environments where organizations and people thrive. LHD VISION: CORPORATE CREED of a learning organization, effecting change, and committed to excellence – Steady, focused, driving, and resolute. I believe that one person can make a difference, and that a team of engaged and committed people working together can make all the difference. I embrace simplicity and commit to the spirit, patience, and discipline that this high standard demands. I exercise sound judgement, personal responsibility, and accountability. I respect myself, and the dignity of others. I stand for integrity, transparency, and mutual trust – cornerstones of trusted relationships. I welcome a diversity of people, ideas, and experiences. I serve people, within and beyond our firm – I listen, I advocate, I act. I live these values, and lead by example. I am LHD, and we are for each other. I am LHD:I am a part LHD BENEFITS PHILOSOPHY / MISSION