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 The founders of IMA showed true vision FOUNDED decades ago when they started the IMA 1975 Foundation to support IMA’s hometown of Wichita. As IMA has grown geographically, EXECUTIVE including more than 700 employees, the IMA DIRECTOR Foundation continues to carry on the legacy RUTH ROHS of its founders by supporting nonprofit organizations that better the communities LOCATION where IMA associates live, work, learn and 5 STATES 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 TO MORE THAN NONPROFIT 60 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 IMPACT

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

9,232HOURS

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. DALLAS DALLAS ZOO

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

TOPEKA OVER RONALD McDONALD HOUSE

WICHITA WICHITA CHILDREN’S HOME IMA associates, friends and families volunteered during I MAke a Difference 4Day 2018.00 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 6th annual Ping Pong on the Plaza VENUE benefiting the IMA Foundation hosted more WYNKOOP than 400 table tennis fanatics in the beautiful PLAZA AT UNION STATION plaza of Denver’s Union Station. DOWNTOWN DENVER The event raised $130,000 for the IMA Foundation, the profits of which are granted to deserving nonprofits in the Metro Denver GAME PLAY 22 TABLES area.

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, IT WAS A BIG DILL!

Nearly 150 people attended IMA Kansas City’s inaugural IMA Foundation fundraising event, Pickleball at Chicken N’ Pickle.

Participants ranged from first-time pickleball players to seasoned veterans. Pickleball hosted several prospects, clients and VENUE comprised a few notable Kansas City VIPs, CHICKEN N’ including Chiefs’ mascot, KC Wolf. PICKLE

When the dust settled, it was a successful GAME PLAY event raising more than $30,000 for the 8 COURTS Kansas City community. On hand were members of Big Brothers Big Sisters of Greater Kansas City to receive a check as part PARTICIPANTS 26 TEAMS of IMA Foundation’s effort to give back to the 52 PLAYERS community helping to grow and advance youth. PRESENTING SPONSORS SERVICE MASTER & QBE

CHAMPIONS AMWINS

JOIN US IN 2020! imacorp.com/pickleball SANDBLAST HOT DAY, COLD DRINKS, WHAT A BLAST

Sandblast Dallas saw its biggest turnout yet! VENUE Nearly $60,000 was raised for IMA’s oldest SPORTS GARDEN fundraiser. The event was a near sell-out with 250 guests working together to support North Texas nonprofits, including serving a generous PARTICIPANTS 24 TEAMS check to Junior Achievement of Dallas. 98 PLAYERS

Along with the committee, 40 associates SPONSORS took the day to volunteer, showing why IMA 24 OVERALL continues to be a leader in community service CHAMPIONS in the Dallas market. CHUBB

THANKS FOR MAKING THIS A WICHITAWESOME EVENT!

In its third year, Sandblast Wichita set another high bar for the young but successful event. VENUE SPORTS FORUM Raising more than $40,000, the event centered around helping three Wichita-based charities: Kansas Big Brothers Big Sisters, Fundamental PARTICIPANTS Learning Center and Child Advocacy Center. 20 TEAMS The event’s difference makers spent the day at 118 PLAYERS Wichita Sports Forum with 20 teams playing SPONSORS in the sand volleyball tournament. 3 CORPORATE 24 OVERALL Wichita is shaking things up in 2019 and hosting its first Pickle Jam pickleball CHAMPIONS tournament! LIBERTY MUTUAL 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 Children’s Museum of Denver Independence, Inc. Center at Marsico Campus Habitat for Humanity of Metro AmFAR City Year Denver Denver Anti-Defamation League Colorado Behavioral Healthcare Health Solutions Be the Difference Foundation Council Highlands Ranch Comm. Scholarship Fund Big Brothers Big Sisters of Colorado Business Committee Greater Dallas for the Arts Hilltop Community Resources Brentfield Elementary PTA Colorado Forum, LLC Hope Communities Inc. ChildCareGroup Colorado I Have A Dream Hope Through Housing Foundation Foundation Community Homes for Adults Colorado Succeeds Hospice of Metro Denver Cristo Rey Dallas High School Colorado Uplift Invest in Kids Dallas Holocaust Museum Colorado Women’s Chamber of Judi’s House Dallas Jewish Historical Society Commerce Junior Achievement of the Dallas Urban Debate Alliance Community Reach Center Equest Foundation Inc. Kalkreuth Roofing Charities First3Years D.C. Everest Education Latin American Educational First Tee of Pikes Peak Foundation, Inc. Fund Genesis Women’s Shelter DEAN (Denver Education Life Skills FORE the Youth of Attainment Network) Jewish Family Services of Dallas Colorado Springs Denver Bike Sharing Jewish Federation of Greater Mesa Developmental Services Dallas Denver Center for the MSU Denver Performing Arts J.J. Pearce High School Muscular Dystrophy Assoc. - Denver Children’s Home Jonathan’s Place South Wisconsin Denver Convention & Visitors Legacy Senior Communities National Sports Center for the Bureau Inc. Disabled Inc. Levine Academy Denver Kids Inc. Nations Of Coaches Inc. PediPlace Inc. Denver Metro Chamber Partner Colorado Foundation Vogel Alcove Leadership Foundation Platte Forum Women with Promise Denver Metro Chamber of Commerce QF Community Leadership Foundation DENVER Denver Museum of Nature & Science Qualistar Activ8 Sports, Inc. Denver Police Foundation Rocky Mountain MicroFinance Alliance Institute Denver Public Schools Alliance for Choice in Foundation Senior Housing Options, Inc. Education Denver Scholarship Foundation Seniors’ Resource Center, Inc. Alzheimer’s Association Denver Zoological Foundation Shasta Regional Community American Heart Association Foundation Downtown Denver, Inc. American Red Cross Mile High Southeast Health Group Chapter Epilepsy Foundation of Colorado Texas Lineman’s Rodeo Assoc. Arrupe Corporate Work Study The Bridge Project DU Program Florence Crittenton Services The Limb Preservation Association of Fundraising Girls Athletic Leadership School Foundation Professionals Girls, Inc. of Metro Denver Third Way Center, Inc. B:CIVIC Gold Crown Foundation University of Colorado/Assistive Bicycle Colorado Tech Partners University of Colorado MOUNT PLEASANT, MI Maryland Independent College Foundation Clothing, Inc. & University Association Urban Peak Medic First Aid International Vail Valley Foundation WICHITA/EMPORIA Mental Health Association Von’s Vision Air Capital Charities Inc. Music Theatre of Wichita Warren Village Inc. American Cancer Society National Multiple Sclerosis Society Women’s Foundation of API Scholarship Golf Colorado, Inc. Tournament Newman University Young Americans Center for Art Partners, Inc. Opportunity Wichita Inc. Financial Education Bethel College Pittsburg State University Youth Roots Big Brothers Big Sisters LLC Rainbows United Botanica Rise Up for Youth KANSAS CITY/TOPEKA Boy Scouts of America Rotary Club of Wichita Alphapointe Foundation Boys & Girls Club of South Big Brothers Big Sisters of Central Kansas Shepherds Way Inc. Greater Kansas City Build Pride Fund Special Olympics of Kansas Boys Hope Girls Hope of Butler Community College St. Jude’s Children’s Research Kansas City Foundation Hospital Catholic Charities Foundation Catholic Charities Diocese of The Guadalupe Clinic of NE KS Wichita The Kansas Chamber Children’s Mercy Hospital CJ Memorial Golf Tournament The Pando Initiative, Inc. Greater Kansas City Chamber East Side Y Men’s Club The Starkey Foundation of Commerce Emporia Chamber of The Treehouse Inc. Happy Bottoms Commerce United Way of the Plains Hillcrest Transitional Housing Emporia Recreation University of Kansas Kansas City Area Development Commission Council Envision Foundation Wichita Aero Club Kauffman Center for the Performing Arts Fort Hays State University Wichita Chamber of Commerce K-State Alumni Association Friends Services for the Aging Wichita Children’s Home National Multiple Sclerosis Wichita Educational Foundation Society GraceMed Project Oasis Wichita Festivals, Inc. Olathe Family YMCA Highland Community College Phoenix Family Housing Athletics Wichita Grand Opera, Inc. Corporation Independent Colleges & Wichita Junior Golf Foundation Rockhurst High School Alumni Universities of Texas, Inc. Wichita Metro Chamber of Yard Games Junior Achievement of Kansas Commerce Rockhurst University Junior League of Wichita Foundation Starlight Theatre Association Kansas Aviation Museum Wichita Symphony The Lord’s Diner Kansas Children’s Service Wichita-Sedgwick Co. Historical The University of Kansas Health League Museum System Kansas Independent College Wounded Warriors In Action United Way of Greater Topeka Association Found. Inc. Washburn University Kansas School for Effective Learning WSU Women’s Volleyball Wounded Warriors In Action Lakemary Center Endowment YMCA of Greater Wichita Foundation, Inc. Assoc. Young Life Wichita YMCA of Greater Kansas City Leukemia & Lymphoma Society Youth Entrepreneurs of Kansas, Mark Arts Inc. Youth Horizons 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