IMA Foundation Community Report 2017

2017 imacorp.com/community

A WORD FROMROB COHENCHAIRMAN & CEO, THE IMA FINANCIAL GROUP, INC.Our associates went above and beyond in 2017! Not only did we see strongfinancial performance last year, but our employees gave back to our communitiesin the largest numbers we’ve ever recorded. As you’ll see in this report, IMA hasgiven time, talent and treasure to nonprofit partners throughout our footprint.Our community partnerships have a clear impact on our business, especially as itrelates to talent and client satisfaction. It’s amazing to be able to do the right thingfor all the right reasons and see the business benefit. Companies must do well todo good!Also last year we were thrilled to be named the Large Company of the Year bythe Association of Fundraising Professionals (AFP) for National PhilanthropyDay in Colorado. This is a huge honor and our associates are so deserving. Moreimportantly, this honor represents the incredible nonprofits we proudly serveand support. We are so fortunate to work with passionate people representingorganizations that are improving the lives of those in our communities.Thanks for making a difference!

A WORD FROM RUTH ROHS VICE PRESIDENT OF CORPORATE COMMUNICATIONS EXECUTIVE DIRECTOR, THE IMA FOUNDATIONReflecting on 2017 brings a huge smile to my face! As you’ll see in this report,IMA associates and our nonprofit partners joined in ways that truly made adifference last year. We raised more money through our IMA Foundationfundraisers than ever before, we had more associates volunteer by thousandsof hours and we supported the largest number of nonprofit organizationsthrough grants and IMA’s employee matching gifts program.As an employee owner, I am incredibly proud to see IMA be a leader in makinga difference in the lives of our clients and our communities. Giving back is thereal deal at IMA. Our volunteer t-shirts changed last year and now they read“IMA Difference Makers.” This shift shows that we take giving back personally;we are all in this together!Thanks for being a difference maker!

THE IMA FINANCIAL GROUP The IMA Financial Group is a consortium of insurance, wealth management and financial technology companies driven forward by the passion and engagement of our nearly 700 employee-owners. Under the leadership of Rob Cohen, IMA has experienced momentous growth over the last 15 years, becoming one of the 10 largest privately-held insurance brokerages in the United States and expanding into multiple financial services verticals. 10400 8.2%FOR OVER % 2016-2017 EMPLOYEE OWNED YEARS IMA’s commitment to protect assets and make adifference happens throughout the company, not just through the IMA Foundation. imacorp.com/community

The IMA Financial Group, Inc. (IMA) is a diversified financial services company of nearly 700 associatesspecializing in risk management, insurance, employee benefits solutions and wealth management.Insurance | Risk Management Captive & Program Design Management Program Management Surety | Employee Benefits Insurance SolutionsPersonal Insurance | Business Insurance Wealth Management Wholesale Insurance Brokerage Retirement Plan ConsultingOUR MARKETS Denver, CO Mt. Pleasant, MI Wichita, KS Houston, TX San Antonio, TXAustin, TX Kansas City, MO Topeka, KSBirmingham, ALDallas, TX

THE IMA FOUNDATION The founders of IMA showed true vision decades ago when they started the IMA Foundation to support IMA’s hometown of Wichita. As IMA has grown into five states and nearly 700 employees, the IMA Foundation continues to carry on the legacy of its founders by supporting nonprofit organizations that better the communities where IMA associates live, work, learn and play. Today the IMA Foundation focuses on supporting organizations in arts and culture, advancing youth and education in the communities where IMA operates. VISION MISSION Empowering our communities to To provide philanthropic create opportunities which protect support in the communities where we work and live assets and make a difference

IMA FOUNDATION FOCUS AREAS ARTS & CULTURE To improve the quality of life in our communities through the arts. • Cultural institutions • Arts in Education programs that offer arts education programming in public schools EDUCATION To support educational institutions so that young people graduate with increased skills and knowledge, resulting in a higher skilled workforce in the future. • Educational institutions • K-12 public education • Higher education ADVANCING YOUTH To reduce the drop-out rate and offer a chance of quality futures for our young people. • Mentoring programs • After school programs

IMA ASSOCIATES VOLUNTEEREDThe dedication of IMA associates to thecommunities where we live, work, learnand play is proven by these numbers. Yearover year we see greater impact because ofthe employee engagement activities acrossthe IMA footprint. These hours represent13,298corporate sponsored events and personalpassions of our associates. HOURSSTEADILY MAKING A DIFFERENCE2013 5,353 HOURS2014 5,649 HOURS2015 6,852 HOURS2016 7,931 HOURS2017 13,298 HOURS

THE IMA FOUNDATION PROVIDED GRANTS TO NEARLY 100 NONPROFIT ORGANIZATIONSThrough IMA Foundation grants and our employee through matched donations. Our nonprofit partnersmatching gifts program, the IMA Foundation continue to be incredible stewards of these resourcessupported nearly 100 nonprofit partners in 2017. to impact our communities. Our associates continueBecause of the passion of our associates, dozens of to live IMA’s mission to protect assets and make anonprofits benefited from twice the financial support difference. 43CAC’S IMPACT IMA COMMUNITY ACTION COMMITTEE ASSOCIATESIMA expanded associate volunteer committees to all offices to further organic employee IN OUR COMMUNITYengagement. These teams of associates, known as our Community Action Committees, ACTION COMMITTEESidentify unique volunteer opportunities for their colleagues throughout the year. Throughthe new life-balance program, associates continue to have the opportunity to volunteer MAKING Aduring work hours. 5DIFFERENCE IN MARKETS

I MAKE A DIFFERENCE DAY 2017IMA’s mission to make substantial change for the IMA employees, families and friends donatedcities it supports was on display during I Make a approximately 1,500 hours across the country.Difference Day when nine communities came It was the annual event’s largest showing. Mosttogether at once to make lasting improvements. importantly, IMA showed kids we care, beautifiedAssociates rolled up their sleeves and flew the cultural icons and supported the disadvantaged.IMA flag to show that corporate responsibility iseveryone’s responsibility.IMA’s business model revolves around people. We know our greatest achievements occur when we work together.

400OVERof our IMA associates, friends & familiesvolunteered during IMA’s annual day ofservice, I MAke a Difference Day.

PING PONG ON THE PLAZA DENVER, COThe IMA Foundation’s smashing success, Ping Pong on the Plaza, took over Denver’sUnion Station again in September. Business and government leaders including MayorHancock of Denver and sports luminaries such as Miles of the Denver Broncos andBernie from the Colorado Avalanche joined the fun with professionals from all overthe Denver area to enjoy an afternoon of friendly competition, great food & drink,and a convivial atmosphere. $200,000PING PONG ONTHE PLAZA&SANDBLAST RAISED NEARLY

DALLAS, TX | WICHITA, KS SANDBLAST VOLLEYBALLTogether both Wichita and Dallas made a difference in the community by hosting the extremely well receivedand attended Sandblast volleyball tournaments. 2017 marked Wichita’s second annual Sandblast VolleyballTournament and Dallas’ eighth. Community and business leaders from these two communities stepped up in thesand and heat to benefit local nonprofit organizations. Collectively these two events raised more than $85,000 toprovide additional financial support to area nonprofits. PEEKSNEAK 2018 saw IMA’s Kansas City office put together their inaugural fundraising event, Pickleball Palooza. The event raised over $30,000 for local nonprofits, including Big Brothers Big Sisters of Greater Kansas City.

MAKING A DIFFERENCE IN OUR COMMUNITIES * Denotes IMA Foundation grant recipientDALLAS The First Tee of Pikes Peak Delta Eta Boule’ Foundation Hospice of Metro DenverAbility Connection The Legacy Senior Communities Denver Art Museum* JDRFAJC Dallas Vogel Alcove Denver Bike Sharing Judi’s House*AmFar Yavneh Academy Denver Center for Arts & Technology* Junior Achievement Rocky Mountain*Anti-Defamation League Denver Children’s Home* Latin American Educational Foundation*Be the Difference Foundation DENVER Denver Hospice Limb Preservation FoundationBig Brothers Big Sisters Lone Star Texas* ACE Scholarships Denver Metro Chamber Leadership Mesa Developmental ServicesBoys and Girls Clubs of Greater Dallas Alliance for Choice in Education* Foundation Metro Denver Economic DevelopmentChild Care Group Alliance Foundation Denver Metro Chamber of Commerce Corp.Community Homes for Adults American Red Cross Mile High Chapter Denver Museum of Nature & Science* Mile High Five FoundationCystic Fibrosis Foundation Arrupe Jesuit High School Denver Police Foundation Muscular Dystrophy AssociationDallas CASA AspenPointe Inc. Denver Public Schools Foundation* National Philanthropy Day of ColoradoDallas Holocaust Museum* B:CIVIC* Denver Scholarship Foundation National Sports Center for the DisabledDallas Jewish Community Foundation Bicycle Colorado* Denver Zoological Foundation Inc.Dallas Jewish Historical Society Big Brothers Big Sisters of Colorado Downtown Denver Partnership Nations Of Coaches Inc.Daughters of World War II Boys Hope Girls Hope* Florence Crittenton* Qualistar*First3Years Bridge of Hope Greater Denver Food for Thought* Senior Housing Options, Inc.Genesis Women’s Shelter Children’s Hospital Colorado Foundation Girls Incorporated of Metro Denver Seniors’ Resource Center, Inc.Interfaith Ministries of Greater Houston Childrens Museum of Denver Marsico Global Livingston Institute Shasta Regional Community FoundationJewish Community Center of Dallas Campus* Gold Crown Foundation* Southeast Health GroupJewish Family Services City Year Denver* Goodwill Industries of Denver Strive ColoradoJonathan’s Place* College Track* Greeley Center for Independence Sun FoundationJunior Achievement of Greater Dallas* Colorado Classic GWC Foundation The Bridge Project*Levine Academy Colorado I Have A Dream Foundation* Highlands Ranch Community Third Way Center, Inc.MS Society Colorado Succeeds* Scholarship Fund Urban PeakNCJW Greater Dallas Colorado Uplift* Hope Communities Inc. VISIT Denver CU Assistive Technology Partners Hope Haven Charitable Trust Volunteers of America

Von’s Vision McPherson College Catholic Charities Diocese of Wichita NAWIC Wichita ScholarshipWarren Village, Inc.* Missouri Coalition of Community Cerebral Palsy Research Foundation FoundationWomen’s Foundation of Colorado Phoenix Family* Cowley County Community College Newman University*Young Americans Center for Financial Rockhurst University Envision Foundation Pando Initiative*Education The Golf Foundation of Kansas City Episcopal Social Services Rise Up For Youth*Youth Roots* United Way of Kansas City Exploration Place* Ronald McDonald House Charities University of Kansas Alumni Assoc. Friends University* Salvation ArmyKANSAS CITY/TOPEKA University of Kansas Health System Girls on the Run* Samaritan’s PurseAlphapointe Washburn University* GraceMed* Sedgwick County Zoo*Big Brothers Big Sisters of Greater Wounded Warriors In Action Heartspring Senior Services, Inc. of WichitaKansas City* Foundation Junior Achievement of Wichita The Global Mountain Fund, Inc.Boys and Girls Club of Greater Kansas Kansas Aviation Museum The Guadalupe ClinicCity MOUNT PLEASANT Kansas Council for Economic The Pando Initiative, Inc.Boys and Girls Club of Prairie Band Clothing, Inc.* Education The Starkey FoundationCamp Chippewa* Kansas Firefighters Alliance, Inc. The Treehouse Inc.Cerebral Palsy Research Foundation WICHITA Kansas Independent College United Way of the Plains*Children’s Mercy Hospital AGIF Scholarship Fund Association University of Kansas Endowment*Citizens Memorial Health Care American Diabetes Association Kapaun Mt. Carmel Catholic High Wichita Aero ClubFoundation American Heart Association School Wichita Art Museum*Community Reach Center Foundation Andover Area Chamber of Commerce Lakemary Center Endowment Wichita Children’s Home*Hospice of Wichita Falls Art Partners, Inc. Association Wichita Educational Foundation*Jackson County Parks & Recreation Bethel College League 42* Wichita Festivals, Inc.Junior Achievement of Kansas Botanica* Maize High School BPA Wichita Junior Golf FoundationKansas City Autism Training Center Boys and Girls Club of South Central Mark Arts Wichita Metro Chamber of CommerceKansas City Zoo Kansas Midian Shrine Plane of Mercy Fund Wichita State University Foundation*K-State Alumni Association Buckner Performing Arts & Science Music Theatre for Young People Wichita Symphony*KVC Health Systems, Inc.* Elementary Music Theatre of Wichita* WSU Women’s VolleyballLegacy Senior Communities,Inc. CASA of Sedgwick County

PMROATEKCITNINGG AASSEDTSIFISFWEHRATEWNE CDOE,IS WHO WE ARE. – ROB COHEN, Chairman & CEO, The IMA Financial Group imacorp.com/community