CLOs on the Move


 
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FourLeaf Federal Credit Union

FourLeaf Federal Credit Union, headquartered in Bethpage, New York, is a federally chartered credit union with over 480,000 members and $13.4 billion in assets as of late 2024. Originally founded in 1941 to serve employees of Grumman Aircraft Engineering Corporation, it has evolved through several name changes, most recently rebranding to FourLeaf in early 2025 to reflect its nationwide expansion and modernization. FourLeaf operates under a federal community charter, allowing it to serve all residents of Nassau and Suffolk counties, as well as members nationwide. The credit union focuses on community engagement and offers a range of services, including deposit accounts, lending solutions, digital banking, and financial planning. With 32 branches and access to over 30,000 surcharge-free ATMs through the CO-OP network, FourLeaf is committed to providing member-focused services. The credit union is also actively involved in the community, sponsoring events like the FourLeaf Air Show and initiatives such as the Annual Turkey Drive.

Kalmar

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Oakbridge Insurance

Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.

BenefitHelp

BenefitHelp brings a menu of innovative solutions to help employers control costs and achieve a healthier, happier, more productive workforce. We use proven processes and technologies that help employers communicate, enroll, and administer their employee benefits programs. BenefitHelp has a range of services that address the entire benefit package, multi-media communication tools like the BenefitMOVIE www.BenefitMOVIE.com, multiple enrollment solutions, and a full benefit administration systems. Todays environment mandates that employers and employees become more educated consumers of Health Care & Benefit Plans. Our goal is to enhance the value of businesses by providing them innovative solutions that bring cost savings, education and benefit enrichment. As stated by Mark Holland, CEO,: "With our service everybody wins. Employers benefit because the employees better understand and appreciate their benefit package, as well as how much the employer spends; and employees benefit because they now understand and appreciate their benefits and how to use them." Studies show that people generally remember 10% of what they read, 10% of what they hear, 30% of what they see, and 50% of what they see and hear. Our multimedia approach provides the optimal solution because employees are reading, seeing, and hearing about their benefits. Visit us: www.BenefitHELP.com www.BenefitHELP.com/HowWeHelp.aspx www.BenefitMOVIE.com

AIB

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