Version 01/12/2022 1
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc.
CONSULTING SERVICES AGREEMENT
This Consulting Services Agreement (“Agreement”) is effective November 1, 2025 (“Effective Date”) between Alliant Insurance Services, Inc., a California corporation with its principal place of business at 18100 Von Karman Ave, 10th Floor, Irvine, CA 92612 (“Alliant”), and the City of Fairfield a California Charter City and municipal corporation with its principal place of business at 1000 Webster Street, Fairfield, CA 94533 (“Client”). Alliant and Client may be referred to in this Agreement individually as a “Party” and together as the “Parties.” The schedules, attachments and exhibits referenced in and attached to this Agreement shall be deemed an integral part of this Agreement and the term Agreement as referenced herein shall include all schedules, attachments and exhibits. In the event any inconsistency or conflict exists between the provisions of this Agreement and any schedules, attachments or exhibits attached hereto, the provisions of this Agreement shall supersede the provisions of any such schedules, attachments or exhibits.
1. Services.
a. Scope of Services. Alliant shall provide the services described in Schedule I (collectively, “Services”) for Client’s employee benefit plan(s) for which Alliant is designated as the broker of record (“Plan(s)”).
b. Services Warranty. Alliant warrants that the Services will be performed in a professional and workmanlike manner in accordance with industry standards and in compliance with applicable laws and regulations.
2. Compensation Disclosure. In consideration for the Services, Alliant discloses the compensation it receives pursuant to this Agreement in Schedule II.
3. Client Obligations.
a. Service-Specific Obligations. Client shall be responsible for all client obligations identified in Schedule I.
b. Client-Provided Information. Client shall, promptly after the Effective Date and thereafter upon Alliant’s request, provide all information requested by Alliant that may be necessary for Alliant to perform the Services, including, without limitation, information about Client, Client’s existing employee benefits plans, loss experience, and risk exposures; provided that, Client shall not provide Alliant with any individual’s personally identifiable information unless Alliant specifically requests such information in order to perform the Services. Client acknowledges that Alliant relies on such Client-provided information in order to perform the Services. Client confirms that all information it provides to Alliant will be complete and accurate.
c. Material Changes. Client shall promptly report to Alliant in writing any significant changes in exposures, loss-related data, Client’s operations, coverages or limits, lines of coverage, or any other change that will change the scope or nature of Client’s insurance plans.
d. Review. Client shall promptly review coverage documents, templates, and other documents for the Plan(s) provided by Alliant, the insurer, or the third party administrator (TPA), to ensure that the documents are consistent with Client’s specifications. Client shall promptly inform Alliant of any discrepancies or required changes.
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 2
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc. e. Delay. Client shall perform its obligations under this Section 3, including the obligation to provide all information requested by Alliant, as soon as practicable but no later than the dates agreed upon by Alliant and Client. Alliant is not liable for any delay or partial performance in performing the Services to the extent such delay or partial performance arises from Client’s delay in performing its obligations under this Section 3 or promptly making decisions related to the Plan(s).
4. Disclaimers.
a. Not Legal or Tax Advice. Alliant is not responsible for Client’s compliance with any laws, regulations, and/or statutes affecting the Plan(s). None of the services, advice, recommendations, or communications provided by Alliant constitutes legal or tax advice, analysis, or opinion, and Client shall not interpret or rely on any of Alliant’s services, advice, recommendations, or communications as legal or tax advice, analysis, or opinion.
b. No Fiduciary Relationship. Alliant will not have discretionary authority or discretionary control with respect to the administration or management of any of the Plan(s). Alliant also will not have authority to exercise any discretion or control with regard to the management, use, or disposition of any assets of the Plan(s) and will not render any investment advice with respect to the Plan(s) or any assets of the Plan(s). Alliant does not provide services as a fiduciary of the Plan(s), and its performance of the Services will not make it a “fiduciary” for purposes of the Employee Retirement Income Security Act of 1974 (“ERISA”), as amended. Client shall not represent that Alliant is a fiduciary for purposes of ERISA.
c. Plan Recommendations and Funding. Any plans or plan provisions recommended by Alliant are solely recommendations, and Client, not Alliant, has the ultimate authority to select and modify the plans. Alliant shall have no responsibility, risk, liability, or obligation for funding the Plan(s). All responsibility, risk, liability, and obligation for funding the Plan(s) lies solely with the Plan(s) and the plan sponsor(s).
d. Preferred Pricing. Alliant expended resources and goodwill to negotiate favorable pricing terms from certain third party vendors or service providers for the benefit of Alliant’s clients (such negotiated pricing terms, “Preferred Pricing”). To the extent Client engages a third party to provide services for the Plan and benefits from such third party’s Preferred Pricing as a client of Alliant, Client acknowledges that its access to such Preferred Pricing will terminate upon the termination of this Agreement.
e. Other Brokers. Alliant is not responsible for, and hereby disclaims all liability for, any acts, errors, and/or omissions of Client’s previous brokers, consultants, and/or advisors. If Client has any employee benefits plan(s) for which Alliant is not the broker of record, Alliant is not responsible for performing any services with respect to such plan(s) and hereby disclaims all liability for any acts, errors, and/or omissions of Client’s other brokers, consultants, and/or advisors.
5. Confidentiality.
a. Definitions. The Services and work product exchanged by the Parties under this Agreement are to be used exclusively to carry out the terms, conditions, and purposes set forth in this Agreement. During the Term, the Parties may each exchange information considered confidential, proprietary, and/or trade secret, Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 3
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc. including, without limitation, financial information, pricing information, intellectual property, ideas, concepts, systems, designs, research and technical information, business and operational policies, plans, processes, procedures and strategies, system design and operating specifications, data, recommendations, proposals, reports and similar information (collectively, “Confidential Information”).
Confidential Information specifically includes the compensation information contained in Schedule II and any amendments or addendums to this Agreement containing information on the compensation Alliant receives under the terms of this Agreement.
For purposes of this Section 5, the Party disclosing Confidential Information is the “Disclosing Party” and the Party receiving Confidential Information is the “Receiving Party.”
b. Exclusions. Confidential Information does not include information that is (i) in, or that becomes part of, the public domain other than as a result of a breach of this Section 5; (ii) independently developed by the Receiving Party as demonstrated by its records; (iii) lawfully known by the Receiving Party, without any obligation of confidentiality or other restriction on use or disclosure, prior to disclosure of the information by Disclosing Party; or (iv) disclosed by a third party whom the Receiving Party has no reason to believe has any confidentiality or fiduciary obligation to such information’s owner.
c. Legal Compulsion. A Receiving Party may disclose Confidential Information only to the extent necessary to comply with a valid order of a court or governmental agency with proper jurisdiction or as required by law or regulation; provided that, the Receiving Party shall, to the extent allowed by law, promptly advise the Disclosing Party of the order, subpoena, or request in order to enable the Disclosing Party to employ lawful means to avoid or limit disclosure. Either Party is also entitled to release Confidential Information as required to prosecute or defend any claim under this Agreement; provided however, that the Party seeking to release or use the information shall take all reasonable steps necessary to avoid disclosing Confidential Information, including filing documents and papers under seal.
d. Non-Disclosure; Reasonable Efforts. Except as otherwise provided in this Agreement or as required by applicable law, a Receiving Party shall not distribute, use, or rely upon Confidential Information without the Disclosing Party’s permission.
Additionally, except as otherwise provided in this Agreement, a Receiving Party shall not directly or indirectly communicate, divulge, or otherwise disclose the Confidential Information to any unauthorized person or entity. The Parties shall employ reasonable and customary business practices to protect and secure Confidential Information from unauthorized release or distribution and to limit access and usage of Confidential Information to those employees, officers, directors, agents, subcontractors, representatives, and advisors (including, without limitation, attorneys, accountants, and financial advisors) (collectively, its “Representatives”) who have legitimate “need to know” the information in order to perform under this Agreement and who are bound by obligations of confidentiality no less restrictive than this Section 5. The Receiving Party will be liable for any breach of this Agreement by any of its Representatives.
e. Ownership of Confidential Information. Except as otherwise provided in this Agreement, Confidential Information is and remains the absolute and exclusive property of the Disclosing Party and its unique and variable asset.
f. Return of Confidential Information. Upon this Agreement’s termination or earlier upon the Disclosing Party’s request, the Receiving Party shall promptly return all Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 4
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc.
Confidential Information, including all copies, received in non-electronic form and shall destroy all information received electronically. Notwithstanding anything to the contrary in this Agreement, the Receiving Party may retain copies of Confidential Information in order to comply with legal or regulatory requirements and any electronic files automatically saved pursuant to its archiving and document retention procedures and that cannot reasonably be deleted; with respect to all such retained copies, the Receiving Party will remain subject to the confidentiality obligations stated in this Section 5 for so long as the copies are retained.
g. Survival. The obligations contained in this Section 5 will survive termination of this Agreement for a period of two years or longer as required by law. Nothing in this section limits or otherwise diminishes the protections afforded to trade secret information or by applicable law.
h. Injunctive Relief. A breach of this Section 5 may cause irreparable injury to a Disclosing Party. For this reason, in the event of a breach, a Disclosing Party is entitled to seek injunctive relief or other equitable relief, without prejudice to any other remedies that may be available.
6. Licenses and Ownership.
a. Media License. To the extent that Alliant will prepare benefit brochures, open enrollment materials, or other benefit communications for Client’s employees (collectively, “Benefit Materials”), and Client has or will provide photographs, images, other media, trademarks, and/or logos (collectively, “Media”) to include in the Benefit Materials, Client hereby grants Alliant a worldwide, perpetual, royalty- free, non-exclusive, sublicensable right and license to use the Media in the Benefit Materials. This license includes the right to use, reproduce, edit, crop, retouch, distribute, and create derivative works of the Media as needed to incorporate the Media into the Benefit Materials and to otherwise prepare and distribute the Benefit Materials. Client represents and warrants that (i) it is the owner of the Media or has the right to grant Alliant the licenses to use the Media, free of all liens, claims, and encumbrances; and (ii) Alliant’s use of the Media as specified in this Agreement will not infringe the rights, including the personal or proprietary rights, of any other party.
b. Other Client Information. Client hereby grants Alliant a worldwide, royalty-free, non-exclusive, sublicensable, and revocable license to use all Client-provided information as necessary to provide the Services. Client represents and warrants that it has or will obtain the necessary consents from each individual before providing or otherwise disclosing any of the individual’s personally identifiable information to Alliant.
c. Ownership. Except as otherwise expressly stated in this Agreement, Client will retain all ownership rights in the Media and other Client-provided information. Alliant will retain all ownership rights to all information, data, benefit analysis, materials, specifications, and products supplied by Alliant (collectively, “Work Product”), together with all intellectual property rights in the Work Product. Work Product is solely for use by Client and its Plan(s) and may not, without Alliant’s prior written consent, be shared with anyone other than Client’s employees and advisors who have a legitimate need to know, Plan participants and beneficiaries, or as required by law.
7. Term and Termination.
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 5
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc. a. Term. Unless terminated in accordance with this Section 7, this Agreement will have an initial term of three years from the Effective Date (“Initial Term”), after which it will automatically renew for successive one-year periods (“Renewal Term(s)”). The Initial Term and all Renewal Term(s) are collectively the “Term.”
b. Termination.
i. For Convenience. Either Party may terminate this Agreement by notifying the other Party in writing of its intent not to renew the Agreement at least 60 days before the end of the Initial Term or the then-current Renewal Term.
Additionally, during any Renewal Term, either Party may terminate this Agreement for any reason upon 90 days’ prior written notice.
ii. For Cause. During the Initial Term or any Renewal Term, either Party may terminate this Agreement if the other Party’s material breach remains uncured for 30 days following its receipt of the terminating Party’s written notice of the breach.
c. Final Fees. No later than 30 days after this Agreement’s termination, Alliant shall issue a final invoice for any services performed and expenses incurred by Alliant on or before the Agreement’s effective date of termination and that remain payable by Client. The Client shall pay such invoice within 45 days of its receipt of the invoice.
d. Survival. Except as otherwise stated in this Agreement, the rights and obligations contained in Sections 5, 7, 8, 9, 10, and 11 of this Agreement shall survive the termination of this Agreement.
8. Indemnification.
a. Claims Subject to Indemnification. With respect to any action, claim, suit, investigation, or proceeding brought by a third party and that arises out of this Agreement (each, a “Third Party Claim”), each Party (“Indemnitor”) shall indemnify, defend, and hold harmless the other Party, including its affiliates and each of their officers, directors, employees, and assigns (each, an “Indemnitee”), from and against all losses, damages, claims, fines, penalties, costs, and expenses (including reasonable attorneys’ fees) (collectively, “Losses”) arising out of that Third Party Claim to the extent the Losses resulted from the Indemnitor’s breach of this Agreement, negligence, willful misconduct, and/or violation of applicable law or regulation.
b. Process. Indemnitee shall promptly notify Indemnitor in writing of any claims subject to indemnification under this Section 8, provided that Indemnitee’s delay in providing such notice will not relieve Indemnitor of its indemnification obligations except to the extent that Indemnitor is materially prejudiced by the delay. Indemnitor, at its sole expense, will have the right to control the defense and settlement of the claim.
Indemnitor may settle or consent to the entry of any judgment with respect to any claim involving only the payment of money, but shall not, without the Indemnitee’s prior written consent, which shall not be unreasonably withheld, settle any other claim or consent to any judgment that obligates Indemnitee to take any independent action or pay money. Indemnitee shall reasonably cooperate with the Indemnitor, at Indemnitor’s expense, in connection with the defense of any claim subject to this Section 8 and shall, at the Indemnitor’s expense, provide all information reasonably requested for defense of such claim. The Indemnitee may, at its own expense, retain separate counsel and participate in (but not control) any action under this Section 8.
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 6
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc.
9. Limitation of Liability. Alliant will not be liable to Client for any special, indirect, consequential, or punitive damages arising out of this Agreement, even if Alliant knows of the possibility of such damages. Additionally, Alliant will not be liable to Client for damages of any kind in an amount in excess of the total amount Client paid to Alliant for the Services in the twelve-month period preceding the incident giving rise to such liability. Notwithstanding the foregoing, nothing in this Section 9 shall limit a Party’s indemnification obligations under Section 8 or limit a Party’s liability resulting from the Party’s fraud, gross negligence, or willful misconduct.
10. Miscellaneous.
a. Independent Contractor. Alliant is an independent contractor for Client. This Agreement does not create a partnership, joint venture, franchise, employment, or any agency relationship between the Parties. Neither Party has any authority to act on behalf of the other Party or bind the other Party in any respect; provided, however, that Alliant has the authority to act as a broker on behalf of Client as contemplated hereunder.
b. Notice. All notices given under this Agreement shall be in writing and deemed given:
(i) on the business day when delivered personally; (ii) one business day after being sent by a reputable overnight courier services (charges prepaid); or (iii) five business days after being sent by certified mail (charges prepaid). Notices must be sent to the Party’s following address or any other address that the Party designates by proper notice:
If to Client: If to Alliant:
City of Fairfield Alliant Insurance Services, Inc.
1000 Webster Street 560 Mission St, 6th Flr
Fairfield, CA 94533 San Francisco, CA 94105
Attn: Farbod Pirouzmand Attn: Christine Kerns
With a copy to:
General Counsel
701 B Street, 6th Floor
San Diego, CA 92101
c. Governing Law; Venue. This Agreement will be governed by and construed in accordance with the laws of California without regard to its conflicts of law principles, and the Parties each consent to the exclusive jurisdiction of the state and federal courts in California.
d. Assignment. Neither Party may assign this Agreement without the prior written consent of the other Party, except that prior written consent will not be required for a Party to assign this Agreement to its successor in interest after a merger, consolidation, reorganization, or sale of substantially all of that Party’s assets.
Subject to the foregoing, this Agreement shall inure to the benefit of and be binding upon the Parties and their permitted successors and assigns.
e. Waiver. A Party’s failure to enforce any provision of this Agreement shall not be construed as a waiver of that provision and shall not prevent the subsequent enforcement of each and every provision of this Agreement.
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 7
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc.
f. No Third Party Beneficiaries. Except as stated in this Agreement, this Agreement does not create any right or cause of action in or on behalf of any person or entity other than the Parties.
g. Entire Agreement; Amendments; Severability. This Agreement, together with its attached schedules, constitutes the entire agreement between the Parties relating to its subject matter and supersedes all prior or contemporaneous agreements, negotiations, representations and proposals of any kind, whether written, oral, express or implied, related to its subject matter. Any modification to this Agreement must be in writing and signed by authorized representatives of both Parties. If any provision of this Agreement is declared invalid by a court of competent jurisdiction, that provision will be severed from this Agreement without affecting the validity or enforceability of all other provisions of this Agreement, which will remain in full force and effect.
h. Construction. The Parties jointly negotiated the terms of this Agreement and each Party has had an opportunity to review and discuss each provision with legal counsel, to the extent desired. Therefore, the normal rule of construction that construes any ambiguities against the drafting party shall not be employed in the interpretation of this Agreement.
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 8
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc.
SO AGREED:
City of Fairfield
By: _________________________________
Name: David Gassaway
Title: City Manager
Alliant Insurance Services, Inc.
By: _________________________________
Name: Christine Kerns
Title: Executive Vice President
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 9
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc.
SCHEDULE I
Services
1. Plans and Lines of Coverage. The services set forth in Schedule I.a. apply to the following Client’s current group benefits programs. Core benefits included:
• Medical benefit plans
• Pharmacy benefit plans
• Dental benefit plans
• Vision benefit plans
• Employee Assistance Programs
• Life and Accident insurance plans
• Disability insurance plans
• Administrative plans (does not include provision of actual TPA services) o Flexible Spending Accounts
o Health Savings Accounts (HSA)
o Health Reimbursement Arrangements (HRA)
o COBRA
• Wellness plans
• Voluntary benefits plans
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 10
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc. a. Standard Services
Service Frequency
Overall Strategy
Set/review goals and objectives against financial strategies Annually Evaluate market trends, competitive environment, and culture Annually Develop/refresh multiyear strategic glide path and financial plan to support goals and objectives Annually
Benchmark plan designs, costs and contributions Annually Facilitate planning meetings and prepare executive-level documents as necessary Annually
Evaluate funding and risk retention strategies As Needed Develop and manage service/benefit calendar Annually
Develop custom benchmarking As needed
Financial and Renewal Management
Deliver expected vs. budget reports including claim experience, fixed fees, and high cost claims
Annually
Prepare pre-renewal analysis to inform renewal strategy Annually Initiate renewals with vendors, negotiate annual rates and terms and conditions Annually
Conduct self-insured underwriting analysis Annually
Price plan design alternatives Annually
Develop employer premiums and calculate COBRA rates Annually Model employee contributions Annually
Develop budget projections Annually
Calculate annual reserve (IBNR) estimates Annually
Marketing and Placement Support
Prepare request for proposals (RFP) - evaluate potential vendors and develop bid specifications As needed
Conduct detailed bid analysis – compare financial and quality responses, review plan designs, evaluate alternative cost and funding alternatives, negotiate performance guarantees
As needed
Facilitate finalist meetings and scorecard analysis; negotiate best and final rates As needed
Implementation support: facilitate project plan management, review administrative agreements and contract terms and conditions As needed
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 11
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc.
Service Frequency
Conduct network discount and disruption analysis As needed Vendor Management
Manage and regularly evaluate insurance carrier and service provider relationships Ongoing
Conduct utilization review meetings Annually
Support escalated claim or plan design issues Ongoing
Review plan document changes (contracts, policies, SBCs) Annually
Offer benefits administration outsourcing RFP support As needed Health, Well-being and Productivity
Develop well-being strategy (including incentive design) in combination with annual benefit objective setting and strategy discussions Annually Assist in navigating the vendor landscape as it pertains to well-being programs and point solutions Ongoing
Support marketing of vendors As needed
Provide access to standard communication toolkit including monthly newsletter, annual communications calendar, health educational flyers and pamphlets on relevant health conditions and well-being initiatives As needed
Share clinical opinion guides and infographics on common topics such as preventive care, cancer, diabetes, stress, screenings and biometrics As needed Support annual review of program engagement, participation and outcomes reports and provide feedback and recommendations As needed Provide templates for employee and employer surveys and assessments As needed Assigned health and productivity consultant As needed
Provide vendor program effectiveness reporting As needed Brio Health Program-turnkey wellbeing portal As needed
Alliant Employer Readiness Assessment: assessment of current programs with recommendations and identification of strategic opportunities As needed Compliance
Offer ongoing education through webcasts, podcasts, white papers, and legislative alerts Ongoing
Provided daily Q&A support by designated Alliant compliance consultant on client’s group health plan compliance questions, e.g. ERISA, COBRA, HIPAA, ACA, section 125, etc.
Ongoing
Prepare 5500s, SARs, and PCORI fees Annually
Provide consolidated annual notices package that includes the main Federal requirements including Medicare Part D, HIPAA privacy, Women’s Healthcare Rights Act
Annually
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 12
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc.
Service Frequency
Provide template documents for ERISA compliance including wrap plan documents, SPD’s, Summary Material Modifications, COBRA model notices, customizable HIPAA Privacy and Security policies and procedures As needed
Access to Human Resources Support Service, e.g., HR Workplace or similar service Ongoing
Communications
Facilitate communication strategies for open enrollment and new hires Annually Assess current communication materials provided by vendors and developed in-house Annually
Draft open enrollment materials based on Alliant’s template materials including announcement letter/email, open enrollment PowerPoint, benefit guides
Annually
Provide consolidated annual notices package that includes the main Federal requirements including Medicare Part D, HIPAA privacy, Women’s Healthcare Rights Act
Annually
Coordinate vendor materials and supplies to support open enrollment Annually Provide access to library of videos and educational materials As needed Create custom employee communication campaign and electronic materials As needed Offer professional voiceover recordings As needed
Coordinate translation services As needed
Conduct open enrollment meetings and/or virtual or live benefits fairs Annually Offer mobile technology application/portal for employee (MyBenefist.Life) As needed Alliant Medicare Solutions including provision of educational materials and decision support for employees eligible for Medicare via employer-specific toll-free number
As needed
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 13
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc.
b. Analytics Services
Service Frequency
Financial Services
Underwriting service and support on self-funded plans, including models and assumption recommendations
Annually
Underwriting service and support on fully-insured medical and dental plans, including models and assumption recommendations
As needed based on
data availability
IBNR development (self-funded plans) As needed
Contribution analysis, including advising on potential employee contribution structure to achieve strategic goals
Annually
Plan design change analysis As needed
Provide financial impact of new regulation As needed
Carrier change discount database comparison (major carrier networks only) Annually Fully-insured v. self-insured analysis As needed
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 14
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc.
SCHEDULE II
COMPENSATION DISCLOSURE
As consideration for the Services Alliant provides pursuant to this Agreement, Alliant will receive the compensation set forth below. To the extent applicable, this compensation information is disclosed pursuant to ERISA section 408(b)(2), and in order for Client to comply with its fiduciary duty under ERISA to determine the reasonableness of the compensation Alliant will receive under the Agreement.
Alliant may be paid both direct and indirect compensation for the Services provided. Indirect compensation may include both base and contingent commissions from certain insurance carriers.
Contingent commissions are generally calculated at the calendar year end and contingent upon a number of factors not directly related to Client’s plan. Whether Alliant receives contingent commissions is a decision made exclusively by each carrier based on their own unique set of factors. These factors include the overall number of employer plans and/or plan participants in plans for which Alliant placed insurance, and retention rates, among others. In general, payment of contingent commissions does not impact your plans’ premiums. Historically, these contingent commissions are in the ranges noted in the table below. Alliant uses this contingent and supplemental compensation to staff and resource proprietary programs specifically designed to maximize the performance of your plan and provide the highest quality experience for your employees and their dependents.
1. Indirect Compensation.
Effective January 1, 2026, Alliant will receive commissions paid by the Client’s medical plan carriers. The annual compensation paid by each carrier will be capped at $90,000 each for a total paid to Alliant of $180,000. The following chart outlines Alliant’s compensation through 2028.
Policy Year Fee
11/1/2025 – 10/31/2026 $92,000
11/1/2026 – 10/31/2027 $92,000
11/1/2027 – 10/31/2028 $92,000
a. Alliant has a separate division with the firm, Alliant Underwriting Services (AUS), that provides Consulting, Underwriting and Program Management Services to a number for Joint Powers Authorities (JPA) and Joint Purchasing Pools throughout the country; the division is separate from Alliant’s Brokerage and Consulting Division.
AUS receives compensation from carriers for services provided to support the operations and administration of a JPA and/or purchasing pool and is a cost included in the premium. Alliant will disclose any AUS fees associated with joint purchasing programs presented to the client.
c Noncash Compensation. Alliant may, as is standard in the industry, receive certain non-cash compensation from Plan insurance carriers, vendors, and service providers that is not connected to any particular employer plan or Alliant client. Provision of non-cash compensation is solely within the discretion of the entity providing Alliant the non-cash compensation. This compensation can include gifts valued at less than $100 annually, an occasional dinner, or ticket to a sporting event, or other entertainment, or reimbursements in connection with educational meetings or training Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Version 01/12/2022 15
Alliant Employee Benefits, a division of Alliant Insurance Services, Inc.
CA License No. 0C36861. © 2026 Alliant Insurance Services, Inc. events, client workshops or events, or marketing or advertising initiatives. Plan vendors, insurance carriers, and service providers may also occasionally pay or reimburse Alliant for the costs associated with, education or training events that certain Alliant team members attend, and for Alliant sponsored conferences and events.
c Changes in Services. If Client requests a change in Services or if changes in Client’s size, operations, or organization require a change in the scope and/or nature of the Services and/or Plans, the compensation described in this Section 1 will be adjusted accordingly.
Docusign Envelope ID: 8DED46FB-E7E3-4CF5-94D0-909846EE0657 Certificate Of Completion
Envelope Id: 8DED46FB-E7E3-4CF5-94D0-909846EE0657
Status: Completed
Subject: Complete with Docusign: Alliant Client Services Agreement - CoF Source Envelope:
Document Pages: 15
Signatures: 1
Envelope Originator:
Certificate Pages: 4
Initials: 0
Martha Martinez
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
1000 Webster Street
Community Development - Building Services
Fairfield, CA 94533
[email protected]
IP Address: 64.162.152.2
Record Tracking
Status: Original
2/9/2026 10:43:30 AM
Holder: Martha Martinez
[email protected]
Location: DocuSign
Security Appliance Status: Connected
Pool: StateLocal
Storage Appliance Status: Connected
Pool: City of Fairfield
Location: Docusign
Signer Events
Signature
Timestamp
Christine Kerns
[email protected]
SVP
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 170.85.54.201
Sent: 2/9/2026 10:53:54 AM
Viewed: 2/9/2026 11:04:52 AM
Signed: 2/9/2026 11:04:59 AM
Electronic Record and Signature Disclosure:
Accepted: 2/9/2026 11:04:52 AM
ID: 30e1b836-688c-4938-8024-fa8e8a69cad9
In Person Signer Events
Signature
Timestamp
Editor Delivery Events
Status
Timestamp
Agent Delivery Events
Status
Timestamp
Intermediary Delivery Events
Status
Timestamp
Certified Delivery Events
Status
Timestamp
Carbon Copy Events
Status
Timestamp
Witness Events
Signature
Timestamp
Notary Events
Signature
Timestamp
Envelope Summary Events
Status
Timestamps
Envelope Sent
Hashed/Encrypted
2/9/2026 10:53:54 AM
Certified Delivered
Security Checked
2/9/2026 11:04:52 AM
Signing Complete
Security Checked
2/9/2026 11:04:59 AM
Completed
Security Checked
2/9/2026 11:04:59 AM
Payment Events
Status
Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of Fairfield (we, us or Company) may be required by law to provide to you certain written notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures electronically through the DocuSign system.
Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to this Electronic Record and Signature Disclosure (ERSD), please confirm your agreement by selecting the check-box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.
Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. You will have the ability to download and print documents we send to you through the DocuSign system during and immediately after the signing session and, if you elect to create a DocuSign account, you may access the documents for a limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to send you paper copies of any such documents from our office to you, you will be charged a $0.00 per-page fee. You may request delivery of such paper copies from us by following the procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and disclosures electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from us.
All notices and disclosures will be sent to you electronically Electronic Record and Signature Disclosure created on: 2/3/2021 9:06:07 AM Parties agreed to: Christine Kerns
Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us.
How to contact City of Fairfield:
You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows:
To contact us by email send messages to: [email protected]
To advise City of Fairfield of your new email address
To let us know of a change in your email address where we should send notices and disclosures electronically to you, you must send an email message to us at [email protected] and in the body of such request you must state: your previous email address, your new email address. We do not require any other information from you to change your email address.
If you created a DocuSign account, you may update it with your new email address through your account preferences.
To request paper copies from City of Fairfield
To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically, you must send us an email to [email protected] and in the body of such request you must state your email address, full name, mailing address, and telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with City of Fairfield
To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:
i. decline to sign a document from within your signing session, and on the subsequent page, select the check-box indicating you wish to withdraw your consent, or you may; ii. send us an email to [email protected] and in the body of such request you must state your email, full name, mailing address, and telephone number. We do not need any other information from you to withdraw consent.. The consequences of your withdrawing consent for online documents will be that transactions may take a longer time to process..
Required hardware and software
The minimum system requirements for using the DocuSign system may change over time. The current system requirements are found here: https://support.docusign.com/guides/signer-guide- signing-system-requirements.
Acknowledging your access and consent to receive and sign documents electronically To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to an email address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.
By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm that:
You can access and read this Electronic Record and Signature Disclosure; and You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and Disclosure to a location where you can print it, for future reference and access; and
Until or unless you notify City of Fairfield as described above, you consent to receive exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you by City of Fairfield during the course of your relationship with City of Fairfield.