2018 IMA Community Report

COMMUNITY IMPACT imacorp.com/community

A WORD FROM OUR CEO Our associates went above and beyond in 2018! Not only did we see strong financial performance last year, but our employees continue to give back to our communities with incredible dedication. As you’ll see in this report, IMA has given time, talent and treasure to nonprofit partners throughout IMA’s footprint. Our community partnerships have a clear impact on our business, especially as it relates to talent and client satisfaction. It’s amazing to be able to do the right thing for all the right reasons and see the business benefit. Companies must do well to do good! Through the IMA Foundation and the local partnerships created in each of IMA’s markets, we proudly support the growth and staying power of the communities we serve. Our business would not thrive without it. Thanks for making a difference! ROB COHEN CHAIRMAN & CEO, THE IMA FINANCIAL GROUP, INC.

The IMA Financial Group is a consortium of insurance, wealth management and financial technology companies driven forward by the passion and engagement of our more than 700 employees. Under the leadership of Robert Cohen, IMA has experienced momentous growth over the last 15 years, consistently ranked in the 10 largest privately-held insurance brokerages in the United States and continues to expand into multiple financial services verticals. LARGEST FAMILY OF BRANDS Insurance | Risk Management Captive & Program Design Management Surety | Employee Benefits Personal Insurance Wealth Management Business Insurance Retirement Plan Consulting Program Management An Insurtech firm Wholesale Insurance Brokerage Insurance Solutions MAKING A DIFFERENCE imacorp.com

FOUNDED The founders of IMA showed true vision 1975 decades ago when they started the IMA Foundation to support IMA’s hometown of EXECUTIVE Wichita. As IMA has grown geographically, DIRECTOR including more than 700 employees, the IMA RUTH ROHS Foundation continues to carry on the legacy of its founders by supporting nonprofit LOCATION organizations that better the communities 5 STATES where IMA associates live, work, learn and play. Today the IMA Foundation focuses on supporting organizations in advancing youth, education and arts and culture in the communities where IMA operates. THE IMA FOUNDATION PROVIDED GRANTS 60 T O M O R E T H A N NONPROFIT ORGANIZATIONS VISION Empowering our communities to create opportunities which protect assets and make a difference MISSION To provide philanthropic support in the communities where we work and live

IMA FOUNDATION FOCUS AREAS ADVANCING YOUTH To reduce the drop-out rate and offer a chance of quality futures for our young people. • Mentoring programs • After school programs 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 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 MAKING A DIFFERENCE imacorp.com/community

PASSION & DEDICATION Through the passion of our associates, dozens of nonprofits benefited from twice the financial support through matched donations. Our nonprofit partners are always incredible stewards of these resources to impact our communities. Our associates continue to live IMA’s mission to protect assets and make a difference. COMMUNITY ACTION COMMITTEE IMA CAC IMA expanded associate volunteer MEMBERS committees to all offices to further organic 51 ASSOCIATES employee engagement. These teams of associates, known as our Community MARKETS Action Committees, identify unique 5 LOCATIONS volunteer opportunities for their colleagues throughout the year. Through IMA’s life- balance program, associates continue to have the opportunity to volunteer during work hours.

ASSOCIATE IMPAC T The dedication of IMA associates to the communities where we live, work, learn and play is proven by these numbers. Year after year we see tremendous impact because of the employee engagement activities across the IMA footprint. These hours represent corporate sponsored events and personal passions of our associates. 2018 VOLUNTEERING 9232, HOURS MAKING A DIFFERENCE imacorp.com/community

I MAKE A DIFFERENCE DAY IMA’S BUSINESS MODEL REVOLVES AROUND PEOPLE. WE KNOW OUR GREATEST ACHIEVEMENTS OCCUR WHEN WE WORK TOGETHER.

IMA’S ANNUAL DAY OF DALLAS COMMUNITY SERVICE DALLAS ZOO APRIL 5, 2018 DENVER METROPOLITAN IMA’s mission to make substantial change STATE in the cities it supports was on display UNIVERSITY OF during I Make a Difference Day when nine DENVER communities came together on the same day to make lasting improvements. Associates HOUSTON rolled up their sleeves and flew the IMA TOMBALL flag to show that corporate responsibility is GARDEN CLUB everyone’s responsibility. & MUSEUM CENTER IMA employees, families and friends donated approximately 1,500 hours across the KANSAS CITY country. It was the annual event’s largest PHOENIX showing. Most importantly, IMA showed FAMILY kids we care, beautified cultural icons and supported the disadvantaged. MT. PLEASANT COMMISSION 400OVER ON AGING IMA associates, friends and families volunteered during I MAke a Difference TOPEKA Day 2018. RONALD McDONALD HOUSE WICHITA WICHITA CHILDREN’S HOME

BIG BROTHERS BIG SISTERS

MAKING A BIG DIFFERENCE ACROSS THE NATION The IMA Foundation partnered with Big Brothers Big Sisters in its four largest markets in 2018. These organic partnerships stemmed from passionate IMA associates in Dallas, Denver, Kansas City and Wichita. IMA sponsored a clay shoot in Dallas, made Big Brothers Big Sisters the beneficiaries of IMA Foundation events in Wichita and Kansas City, and received grant funding in Denver. Recognizing these valuable partnerships and the interests of associates, IMA pursued a broader partnership with Big Brothers Big Sisters. IMA leadership from each of these four communities agreed that these partnerships are strong enough that we want to formalize them across these markets. As a result, the IMA Foundation Board of Directors and IMA presidents from these four areas committed to be a Regional Partner of Big Brothers Big Sisters. This partnership includes financial and volunteer support in Colorado, Kansas and Texas. Thank you to Big Brothers Big Sisters for leading the charge on this incredible partnership.

PING PONG ON THE PLAZA

THE DENVER COMMUNITY JUST GOT SERVED The 8th annual Ping Pong on the Plaza VENUE benefiting the IMA Foundation hosted more WYNKOOP than 400 table tennis fanatics in the beautiful PLAZA AT plaza of Denver’s Union Station. UNION STATION DOWNTOWN The event raised $130,000 for the IMA DENVER Foundation, the profits of which are granted to deserving nonprofits in the Metro Denver GAME PLAY area. 22 TABLES Nearly 50 teams of hopefuls participated PARTICIPANTS in the VIP tournament and just as many 48 TEAMS guests competed for 1st place in the Young 16 YP TEAMS Professionals tournament. PRESENTING SPONSOR ALPINE BANK CHAMPION SALT JOIN US IN 2019! imacorp.com/pingpong

PICKLEBALL

MORE THAN JUST FUNDRAISING, VENUE IT WAS A BIG DILL! CHICKEN N’ PICKLE Nearly 150 people attended IMA Kansas City’s inaugural IMA Foundation fundraising GAME PLAY event, Pickleball at Chicken N’ Pickle. 8 COURTS Participants ranged from first-time pickleball PARTICIPANTS players to seasoned veterans. Pickleball 26 TEAMS hosted several prospects, clients and 52 PLAYERS comprised a few notable Kansas City VIPs, including Chiefs’ mascot, KC Wolf. PRESENTING SPONSORS When the dust settled, it was a successful SERVICE event raising more than $30,000 for the MASTER & QBE Kansas City community. On hand were members of Big Brothers Big Sisters of CHAMPIONS Greater Kansas City to receive a check as part AMWINS of IMA Foundation’s effort to give back to the community helping to grow and advance youth. JOIN US IN 2020! imacorp.com/pickleball

SANDBLAST

HOT DAY, COLD DRINKS, VENUE WHAT A BLAST SPORTS GARDEN Sandblast Dallas saw its biggest turnout yet! PARTICIPANTS Nearly $60,000 was raised for IMA’s oldest 24 TEAMS fundraiser. The event was a near sell-out with 98 PLAYERS 250 guests working together to support North Texas nonprofits, including serving a generous SPONSORS check to Junior Achievement of Dallas. 24 OVERALL Along with the committee, 40 associates CHAMPIONS took the day to volunteer, showing why IMA CHUBB continues to be a leader in community service in the Dallas market. THANKS FOR MAKING THIS A VENUE WICHITAWESOME EVENT! SPORTS FORUM In its third year, Sandblast Wichita set another PARTICIPANTS high bar for the young but successful event. 20 TEAMS 118 PLAYERS Raising more than $40,000, the event centered around helping three Wichita-based charities: SPONSORS Kansas Big Brothers Big Sisters, Fundamental 3 CORPORATE Learning Center and Child Advocacy Center. 24 OVERALL The event’s difference makers spent the day at Wichita Sports Forum with 20 teams playing CHAMPIONS in the sand volleyball tournament. LIBERTY MUTUAL Wichita is shaking things up in 2019 and hosting its first Pickle Jam pickleball tournament! JOIN US IN 2019! imacorp.com/sandblast

MAKING A DIFFERENCE WHERE WE LIVE, WORK AND PLAY! * IMA Foundation grant recipient DALLAS Big Brothers Big Sisters Greeley Center for Agape Resource & Assistance Independence, Inc. Center Children’s Museum of Denver AmFAR at Marsico Campus Habitat for Humanity of Metro Anti-Defamation League Denver Be the Difference Foundation City Year Denver Big Brothers Big Sisters of Health Solutions Greater Dallas Colorado Behavioral Healthcare Brentfield Elementary PTA Council Highlands Ranch Comm. ChildCareGroup Scholarship Fund Community Homes for Adults Colorado Business Committee Cristo Rey Dallas High School for the Arts Hilltop Community Resources Dallas Holocaust Museum Dallas Jewish Historical Society Colorado Forum, LLC Hope Communities Inc. Dallas Urban Debate Alliance Equest Colorado I Have A Dream Hope Through Housing First3Years Foundation Foundation First Tee of Pikes Peak Genesis Women’s Shelter Colorado Succeeds Hospice of Metro Denver Jewish Family Services of Dallas Jewish Federation of Greater Colorado Uplift Invest in Kids Dallas J.J. Pearce High School Colorado Women’s Chamber of Judi’s House Jonathan’s Place Commerce Legacy Senior Communities Junior Achievement of the Levine Academy Community Reach Center Rocky Mountains PediPlace Inc. Foundation Inc. Vogel Alcove Kalkreuth Roofing Charities Women with Promise D.C. Everest Education Foundation, Inc. Latin American Educational DENVER Fund Activ8 Sports, Inc. DEAN (Denver Education Alliance Attainment Network) Life Skills FORE the Youth of Alliance for Choice in Colorado Springs Education Denver Bike Sharing Alzheimer’s Association Mesa Developmental Services American Heart Association Denver Center for the American Red Cross Mile High Performing Arts MSU Denver Chapter Arrupe Corporate Work Study Denver Children’s Home Muscular Dystrophy Assoc. - Program South Wisconsin Association of Fundraising Denver Convention & Visitors Professionals Bureau Inc. National Sports Center for the B:CIVIC Disabled Inc. Bicycle Colorado Denver Kids Inc. Nations Of Coaches Inc. Denver Metro Chamber Leadership Foundation Partner Colorado Foundation Denver Metro Chamber of Platte Forum Commerce QF Community Leadership Denver Museum of Nature & Foundation Science Qualistar Denver Police Foundation Rocky Mountain MicroFinance Denver Public Schools Institute Foundation Senior Housing Options, Inc. Denver Scholarship Foundation Seniors’ Resource Center, Inc. Denver Zoological Foundation Shasta Regional Community Downtown Denver, Inc. Foundation Epilepsy Foundation of Southeast Health Group Colorado Texas Lineman’s Rodeo Assoc. Florence Crittenton Services The Bridge Project DU Girls Athletic Leadership School The Limb Preservation Girls, Inc. of Metro Denver Foundation Gold Crown Foundation Third Way Center, Inc. University of Colorado/Assistive Tech Partners

University of Colorado MOUNT PLEASANT, MI Maryland Independent College Foundation Clothing, Inc. & University Association Medic First Aid International Urban Peak WICHITA/EMPORIA Mental Health Association Air Capital Charities Inc. Music Theatre of Wichita Vail Valley Foundation American Cancer Society National Multiple Sclerosis API Scholarship Golf Society Von’s Vision Tournament Newman University Art Partners, Inc. Opportunity Wichita Inc. Warren Village Inc. Bethel College Pittsburg State University Big Brothers Big Sisters LLC Rainbows United Women’s Foundation of Botanica Rise Up for Youth Colorado, Inc. Boy Scouts of America Rotary Club of Wichita Boys & Girls Club of South Sedgwick County Zoo Young Americans Center for Central Kansas Shepherds Way Inc. Financial Education Build Pride Fund Special Olympics of Kansas Butler Community College St. Jude’s Children’s Research Youth Roots Foundation Hospital Catholic Charities Diocese of The Guadalupe Clinic KANSAS CITY/TOPEKA Wichita The Kansas Chamber CJ Memorial Golf Tournament The Pando Initiative, Inc. Alphapointe Foundation East Side Y Men’s Club The Starkey Foundation Emporia Chamber of The Treehouse Inc. Big Brothers Big Sisters of Commerce United Way of the Plains Greater Kansas City Emporia Recreation University of Kansas Commission Wichita Aero Club Boys Hope Girls Hope of Envision Foundation Wichita Art Museum Kansas City Exploration Place Wichita Chamber of Commerce Fort Hays State University Wichita Children’s Home Catholic Charities Foundation Friends Services for the Aging Wichita Educational of NE KS Friends University Foundation GraceMed Project Oasis Wichita Festivals, Inc. Children’s Mercy Hospital Highland Community College Wichita Grand Opera, Inc. Athletics Wichita Junior Golf Foundation Greater Kansas City Chamber Independent Colleges & Wichita Metro Chamber of of Commerce Universities of Texas, Inc. Commerce Junior Achievement of Kansas Wichita State University Happy Bottoms Junior League of Wichita Foundation Kansas Aviation Museum Wichita Symphony Hillcrest Transitional Housing Kansas Children’s Service Wichita-Sedgwick Co. Historical League Museum Kansas City Area Development Kansas Independent College Wounded Warriors In Action Council Association Found. Inc. Kansas School for Effective WSU Women’s Volleyball Kauffman Center for the Learning YMCA of Greater Wichita Performing Arts Lakemary Center Endowment Young Life Wichita Assoc. Youth Entrepreneurs of Kansas, K-State Alumni Association Leukemia & Lymphoma Society Inc. Mark Arts Youth Horizons National Multiple Sclerosis Society Olathe Family YMCA Phoenix Family Housing Corporation Rockhurst High School Alumni Yard Games Rockhurst University Starlight Theatre Association The Lord’s Diner The University of Kansas Health System United Way of Greater Topeka Washburn University Wounded Warriors In Action Foundation, Inc. YMCA of Greater Kansas City

COMMUNITY EVENTS UPCOMING 2019 SEPTEMBER 12 PING PONG ON THE PLAZA WYNKOOP PLAZA, DENVER CO imacorp.com/pingpong SEPTEMBER 26 PICKLE JAM CHICKEN N’ PICKLE, WICHITA KS imacorp.com/picklejam OCTOBER 3 SANDBLAST SPORTS GARDEN DFW, COPPELL TX imacorp.com/sandblast 2020 MAY 14 PICKLEBALL CHICKEN N’ PICKLE, KANSAS CITY MO imacorp.com/pickleball