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Executive Benefits Packet 2026

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Executive Benefits Program

To: New Equity Owners

From: Donovan Mattole

Date: January 2026

Re:

Introduction to Langan’s Executive Benefits Program

Congratulations on your promotion to the Associate Principal level and on becoming an Equity Owner at Langan. This package provides an overview of the executive benefits that are now available to you as an Equity Owner of the firm.

The package includes the following information:

 Summary of Executive Benefits for Equity Owners Memo

 Executive Medical Reimbursement Plan

 Executive Long-Term Care Plan

 Executive Physical Program

It is up to Equity Owners to decide how they wish to spend their Life Insurance Stipend (e.g., agent, amount, term vs. universal life policy, etc.). We do have a current relationship with Prudential. If you would like to obtain a quote, please contact Anthony Pesce, Agent of Prudential Financial, at 914-272-3866.

You will be contacted by Michael Minton, Agent of Mutual of Omaha, regarding Long-Term Care. He will schedule an appointment with you to review benefit plans and help you select the coverage that best suits your needs.

In addition, you will receive an email from BeniComp Select regarding Langan’s Executive Health Reimbursement program. The email will include a Participant BeniComp Select Brochure and a Certificate of Coverage with a Certificate ID.

Again, congratulations on your promotion and best wishes to you in your new role!

To: Equity Owners

From: Executive Committee

Date: January 2026

Re:

Summary of Executive Benefits Package for Equity Owners

This memo provides a summary of the Executive Benefits that we provide to our Equity Owners. Additional information is available from Human Resources.

The benefit levels are as follows:

Equity Owners who are divesting their shares/units will be able to retain their benefits in the table above (based on their ownership level at the time the divesting begins), provided they continue to perform in their same capacity and work a minimum of 40 hours per week. These benefits would then continue through the completion of divestiture. If their work schedule is reduced to below 40 hours per week, their benefits will be prorated in accordance with their new schedule. After divestiture, for those who enter into an employment agreement, benefits will be addressed separately.

LIFE INSURANCE STIPEND

In addition to the group life insurance benefit that Equity Owners receive as employees of Langan (coverage amount of 2.5 times base salary up to $500,000), an additional life insurance stipend will be issued annually each July. The stipend is an amount that is reasonable to secure life insurance policies targeted at $500,000. In some cases, individuals may need to supplement this stipend to procure the target coverage. In other cases, individuals may be able to procure the target coverage for a lesser amount. The stipends are taxable and will show up on your W-2.

Note: This benefit is a “stipend benefit” and not a “coverage benefit.” The stipend may be used to purchase a new life insurance policy or to pay for an existing personal policy. No proof of purchase will be required.

MEMO

LONG-TERM CARE

Equity Owners are eligible to receive long-term care coverage, which varies according to executive level. Principals, Senior Principals, and Managing Principals may also have coverage for their spouse/partner. Buy-up options are available. Plan benefits and coverage are as follows:

Note: Those who do not qualify due to health issues will be provided with an additional $2,000 in their Executive Health Reimbursement account as a replacement.

EXECUTIVE PHYSICAL PROGRAM

Equity Owners will be reimbursed for annual Executive Physicals conducted as part of a formal Executive Physical program through a hospital, longevity center, or similar facility. An executive physical is a comprehensive exam that can include a variety of tests and assessments to evaluate a person's health and identify potential issues early. If applicable, Executive Physicals should be run through insurance first, and reimbursement will be limited to out-of-pocket expenses, not to exceed the benefit level maximum. A portion of Executive Physical reimbursements may be taxed in accordance with IRS guidelines.

VACATION

Equity Owners will earn one additional half-day of vacation for each year of Langan service from twenty years to thirty years. At thirty years’ service, the Owner will accrue five weeks’ vacation.

Note: The Executive Committee reserves the right to modify these benefits at any time.

BeniCompSelect

ExecutiveMedicalReimbursement

BenefitsofBeniCompSelect

$0 out-of-pocket medical expenses

Submit your & your family’s medical claims online for full reimbursement.

1 2 3 5 6 7 8 4

Fill the gaps of your base health plan

We reimburse most of the services that your base plan won’t cover.

A plan that adapts to your needs

You know what your health priorities are. You have flexibility to use the policy for medical, dental, vision, pharmacy, and any other eligible expenses that pop up.

Dedicated client concierge

Call us during office hours or send an email anytime. We are always ready to help.

Reimbursements are tax-free

No taxes on your reimbursements means more money in your pocket.

Empowerment through preventive health

Access functional medicine practitioners and proactive care to sustain your health long-term.

Quick and easy reimbursements

Receive your money within 7-10 business Days with direct deposit.*

*When your employer is enrolled in autopay.

Online plan management

Manage your policy and track your claims online through your BeniComp portal.

EligibleExpenses

YoucanbereimbursedforanythingconsideredmedicallynecessaryoutlinedinIRS publication502providedthatyouareunderthecareofalegallyqualifiedphysician.

● Medical/dental/vision premiums*

● Dental

● Orthodontics

● Vision care & frames

● Contacts

● Chiropractor

● Prescription Medications

● Deductibles

● Hearing aids and otologic examinations

● Lasik eye surgery

● Smoking cessation clinics

● Expenses associated with infertility

● Medical supplies & equipment

● Psychiatric care

● Hospital expenses

● Medical transportation

● Alcoholism & drug-abuse treatments

● Private-duty nursing

● Speech therapy

● Acupuncture

● Women’s health

● Reconstructive surgery

● Medically related travel expenses*

● Service animal

● Preventive screenings

● Functional medicine blood panels

● Health & nutrition coaching

● Reflexive testing

● Continuous glucose monitors

● Apple watch*

● Cold & Flu medications

● Over the counter pain relievers

● Executive Physicals

● Galleri multi-cancer screening test

● And more

*Limitations may apply

Ineligibleexpenses

● Fitness membership

● Advanced payments

● Auto insurance premium allocated to medical coverage

● Concierge cost

● Boarding school, tuition, or travel fees

● Non-medically necessary child care

● Bottled water

● Non-medically necessary cosmetic procedures

● Cosmetics or hygiene products

● Funeral, cremation, or burial expenses

● Health programs offered by resorts, clubs, or gyms

● Illegal operations and treatments

● Illegally procured drugs

● Non-medically necessary weight loss programs

● Maternity clothes

● Scientology counseling

● Social activities

● Special foods and beverages

● Swimming pool

● Travel for general health improvement

What’snext?

WatchourWelcometoBeniCompVideohere,whichintroducesthebenefit,howtologinand howtosubmitclaims.

Step1:CreateyourBeniCompaccount

Click here to get started. Here you will also be able to:

● Update your basic information

● Add/edit/remove dependents

Step2:SignupforDirectDeposit

Click here to sign up for direct deposit if you haven’t already

Step3:Submitandtrackyourclaimsallinsideofyourportal

HowtosignupforDirectDeposit

ClickheretosignupforDirectDeposit(alsocalledElectronicFundsTransferorEFT)

Direct Deposit allows you to quickly and electronically receive your claims reimbursement straight to your bank account within 1-2 business days of BeniComp’s receipt of funding from your company

Be sure to have your

● Account number

● Routing number

*After signing up for Direct Deposit, you can access the eBeniComp dashboard. Please keep an eye out for an email from us containing instructions, your Certificate ID, and your first-time login credentials. eBeniComp is where you obtain your Explanation of Benefits (EOB), if needed, for your records after your claim has been processed. Please note it is not necessary to retrieve your EOB when you use your BeniComp Portal to submit your claims. The status of claims submitted inside of your BeniComp portal can be tracked inside of your portal.

Howtosubmityourclaims

LogintoyourBeniCompPortaltosubmityourclaimsastheyareincurred--itisquick,easy, andputsmoneybackintoyourpocket.

You will be asked to enter the following information when submitting your claims:

● Name of service provider

● Date incurred

● Total dollar amount & amount for reimbursement

● Supporting documentation based on claim type (please see below for details)

MedicalClaims

Explanation of Benefits or Summary Plan

Description from your primary plan

Vision&Dental

Claims Itemized statements

PreventiveHealth& ExecutivePhysicals

Explanation of Benefits or Summary Plan

Description from your primary plan

Prescription Medications

Itemized receipt (Attached to your prescription upon pickup)

TipsandTricksforyou

WatchourHowtoSubmitClaimsVideohere

Anindividualclaimsubmissionisrequiredforeachfamilymember.

You can submit up to 50 claims per form, but make sure each individual submits a seperate form. You can submit your claims up to 90 days after the close of your plan year!

Claimscannotbeprocessedfromthefollowing:

● Balance forward/due statements

● Credit/debit card receipts

● Cancelled checks

● Pharmacy receipts (cash register )

Allsupportingdocumentationmustinclude:

● Patient name

● Date of services

● Type of service

● Provider of service

● Dollar amount

Howtotrackyourclaims

Youcanviewtheprogressofyourelectronicallysubmittedclaimsbyloggingintoyour BeniCompPortal.

Once your claims status reflects “Completed” you can view exactly what has been approved and reimbursed.

Click here to access eBeniComp to:

● View your Explanation of Benefits (EOB)

● See full claims history

● Track claims outside of your BeniComp portal

Howtoupdateyourinformation

Updatingyourinformationissimple.Clickheretologintoyourportalandnavigateto“My Profile”inthetopright-handcorner.

Here you will have the following options:

● Name change (marriage or divorce)

● Add a dependent (spouse or kids)

● Term dependents (spouse or kids)

● Change your personal contact information (address, phone, email)

● Change your marital status

Howtogethelp

Theanswersareatyourfingertips.VisittheHelpCentertogetanswersinstantly.

Click here to visit our Help Center.

Areyouinapickle?Needanupdateonyourclaim?BeniComphasadedicated conciergeteamreadytohelp. Our team is available Monday - Friday 8:00 am - 5:00 pm EST 866-797-3343

We look forward to helping in any way that we can! SUBMITATICKET

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To: New Equity Owners

From: Donovan Mattole

Date: January 2026

Re: Executive Long-Term Care Plan

As a new Equity Owner of the firm, I am pleased to inform you of Langan’s Executive Long-Term Care Plan that is offered to Principals of the firm. Long-term care provides a very significant benefit at relatively low cost to the company.

Long-term care planning has become increasingly important in the United States. This benefit will provide your family or loved ones with a tool to care for you better and longer should you become ill due to sickness or accident, or if you require assistance due to old age and frailty. Attached to this memo is a brochure that describes the plan’s benefits and the many advantages of having this protection. It is recommended that you review the brochure with your spouse or domestic partner before making your plan choices. The information below outlines the plan benefits and implementation timeline.

Plan Benefit & Coverage

The attached plan overviews outline the basic coverage and optional buy-ups.

Eligibility

Eligible employees must hold the position of Principal at Langan or be a spouse or domestic partner of these employees. Plans 1 and 2 for Principals include coverage for spouses/partners. Plan 3 for Associate Principals could include coverage for spouses/partners, subject to a buy-up expense. Note: Domestic partner eligibility is determined by criteria developed by Mutual of Omaha Insurance Company.

Each employee, spouse, or domestic partner applying for Plans 1, 2, or 3 will be required to complete a health enrollment form and undergo a modified physical to determine coverage eligibility.

Plan Alternatives

In the event an employee does not qualify for coverage, Langan will provide the employee a dollar amount equal to the long-term care coverage premium projected, which will be applied to the employee’s Medical Reimbursement Plan.

When an Associate Principal is promoted to the Principal level, their spouse or domestic partner will be eligible for coverage paid by the firm (Plan 2). When this occurs, we will start the process to purchase a policy for the Principal’s spouse or domestic partner.

When a Principal is promoted to the Senior or Managing Principal level, the coverage per individual increases, and the Shared Care option is added. When this occurs, we will start the process to purchase the additional coverage for you and your spouse/domestic partner.

You will be contacted by Mike Minton, our representative for Mutual of Omaha, within the next couple of weeks. Mike will schedule an appointment with you to review the benefit, determine individual needs, and develop a plan design. Please make yourself available for this meeting as early as possible to ensure that your policy is in place quickly. If you have any questions while reviewing the material, Mike can be reached at (908) 745-8174 or mike@ltcspecialistgroup.com.

Plan 1

Long-Term Care Planning

Managing & Senior Principals & Spouses or Partners

Plan Design

Plan Name: MutualCare Secure Solutions

Lifetime Pay

90-Day Elimination Period for Facility

Zero-Day Elimination Period for Home Health Care

Shared Care

Inflation - 3% Compound for Life Benefit

$7,500 Per Month, Per Person

5-Year Benefit Period

$450,000 Per-Person Protection Pool

Optional Buy-Ups

Up to $10,000 per Month

4 or 5% Compound Inflation for Life

Security Benefit (for uninsurable spouse)

Plan 2

Long-Term Care Planning

Principals & Spouses or Partners

Plan Design

Plan Name: MutualCare Secure Solutions Lifetime Pay

90-Day Elimination Period for Facility

Zero-Day Elimination Period for Home Health Care Inflation - 3% Compound for Life

$3,000 Per Month, Per Person 5-Year

$180,000 Per-Person Protection Pool Optional Buy-Ups Up to $10,000 per Month

Shared Care – Based on Individual Plan Design 4 or 5% Compound Inflation for Life Security Benefit (for uninsurable spouse)

Plan 3

Long-Term Care Planning

Associate Principals Only

Plan Design

Plan Name: MutualCare Secure Solutions

Lifetime Pay

90-Day Elimination Period for Facility

Zero-Day Elimination Period for Home Health Care Inflation - 3% Compound for Life

Benefit

$3,000 Per Month

5-Year Benefit Period

$180,000 Per-Person Protection Pool

Optional Buy-Ups

Up to $10,000 per Month

Spouse or Domestic Partner Coverage

Shared Care – Based on Individual Plan Design 4 or 5% Compound Inflation

Security Benefit (for uninsurable spouse)

ConnectingYou toWhatMatters Most

If you’re like most people, you probably know someone who’s needed long-term care services. Maybe you’ve been a caregiver yourself, and that has you wondering how you’ll handle your own long-term care needs. Will your family take care of you? Will you be able to stay in your home? How will the need for care impact your retirement nest egg? We can help you find answers to the questions that keep you up at night. We’ll start by listening to your concerns. We’ll get to know you so we understand your specific situation. Then together, we’ll find a long-term care solution that’s right for you.

How Long-Term Care Insurance Works

When the need for care first arises, you’ll probably turn to family members or friends. However, your needs may go beyond their ability to help – whether physically or financially. That’s where a long-term care insurance policy comes in. Long-term care insurance allows you to get the care you need in the setting that’s right for you.

At Home

Many people prefer to remain at home as long as possible. Your policy provides benefits to help you get the care you need in the comfort of your own home.

In a Care Facility

Sometimes, more care is needed than can be provided at home. Should that happen, your policy also covers care you receive in an assisted living facility or nursing home.

How You Become Eligible for Benefits

You’re eligible to receive benefits from your policy if you are chronically ill and a licensed health care practitioner submits a plan of care prescribing longterm care services. That means you must need help with at least two of the six activities of daily living (bathing, dressing, eating, transferring, toileting and continence) for at least 90 consecutive days. You’re also eligible to receive policy benefits if you’re certified to need continual supervision due to a severe cognitive impairment.

Your Policy’s Waiting Period

Once you become eligible for benefits, your policy’s elimination period begins. This is the waiting period before benefits are payable to you.

• The elimination period starts on the first day you are deemed to be chronically ill and you receive a covered service

• Once the elimination period has been satisfied, benefits for covered services are paid to you each month, up to the maximum monthly benefit you select

• As long as you remain eligible, benefits for covered services will be paid to you until your policy limit is reached

Your Benefit Payment Options

You have two options when it comes to receiving policy benefits – cash or reimbursement. You also have the flexibility to switch between payment options, which means you can select a cash benefit one month and reimbursement the next. Just keep in mind you can’t receive both cash and reimbursement benefits at the same time.

Cash Benefit

Gives you the flexibility to pay for any service that supports your plan of care.

• The cash benefit pays 25 percent of the policy’s home health care benefit, up to an initial maximum of $2,000 each month

• There’s no elimination period to satisfy before receiving the cash benefit

Reimbursement Benefit

Reimburses you for actual long-term care expenses you incur.

• The reimbursement benefit pays up to the policy’s maximum monthly benefit amount

• The policy’s elimination period must be satisfied before reimbursement benefits begin

Note: Days in which you receive a cash benefit don’t count toward satisfying the policy’s elimination period for reimbursement benefits.

Customizing Your Policy

Your MutualCare® Secure Solution policy can be tailored to meet your needs and fit your budget. When determining how much coverage you may need, here are some things to consider:

• The cost of long-term care services in your area

• The amount you can afford to contribute to the cost of your care

• How much you’ll need in benefits each month

• How long you think you may need long-term care services

• How long you’re willing to wait before policy benefits begin

Select a Benefit Multiplier

This is the initial amount of time your policy will pay benefits.

Select a Monthly Benefit Amount

This is the initial maximum dollar amount your policy will pay each month.

Calculate Your Policy Limit

This is the initial maximum amount payable over the life of your policy.

Choose an Elimination Period

This is the calendar-day waiting period before policy benefits begin.

Consider Adding Inflation Protection

This optional benefit allows your policy benefits to grow over time to keep up with the rising cost of long-term care services.

Benefit multiplier options include:

• 24, 36, 48 or 60 months

Monthly benefit options include:

• $1,500 to $10,000

(Subject to monthly benefit and policy limit combinations.)

Monthly Benefit x Benefit Multiplier = Policy Limit

Elimination period options include:

• 90, 180 or 365 calendar days

Inflation protection options include:

• Lifetime: 3, 4 or 5 percent compound

• 20-Year: 3 or 5 percent compound

(A 5 percent compound inflation protection option is required to be offered to all applicants.)

Benefits Included in Your Policy

Your MutualCare® Secure Solution policy includes these built-in benefits that give you the flexibility to get the care you need.

Cash Benefit*

Pays 25 percent of the policy’s home health care benefit, up to an initial maximum of $2,000 each month.

Home Health Care

Pays up to 100 percent of the policy’s monthly benefit for:

• Personal care services to assist with the activities of daily living

• Homemaker services to help with housekeeping, grocery shopping and meal preparation

• Professional services of a nurse, home health aide or therapist

• Adult day care

Care Coordination*

Includes the services of a licensed health care professional who will assess your needs, develop an individualized plan of care and help you arrange for services. In addition, the use of a care coordinator makes you eligible for additional benefits designed to help you remain safely in your home.

Facility Care

Pays up to 100 percent of the policy’s monthly benefit for care received in an assisted living facility or nursing home.

Respite Care*

Pays to hire a temporary caregiver up to one month per calendar year to give your unpaid caregiver a needed break.

Hospice Care*

Pays for hospice care services in any setting.

International Benefit

Pays up to the policy’s maximum monthly benefit for up to 12 months should you need covered services while traveling outside the United States, Canada or the United Kingdom.

Waiver of Premium

Waives your premium payment while you are receiving benefits for covered services at home, in an assisted living facility or in a nursing home.

Alternate Care

May provide coverage for qualified treatments or services not specifically listed in the policy when recommended by a care coordinator.

*There’s no elimination period to satisfy to be eligible for these benefits.

How You Can Save on Your Premium

We want to help you keep your premium payments as low as possible, so we offer three ways to save. You may qualify for one or more of these premium allowances.

Partner

Both Policies Issued

15 percent savings when the same policy form is issued to both you and your partner.

Partner

One Policy Issued

5 percent savings if you are married but a policy is not issued to your partner.

Preferred

15 percent savings if you are in good health.

Partner means one person who is your spouse to whom you are legally married; or your registered domestic partner or civil union partner; or an adult person with whom you share a serious and committed personal relationship that is intended to be lifelong and with whom you have shared a common permanent residence on a continuous basis for the most recent three years.

Your Benefit Options

These benefits can be added to your MutualCare® Secure Solution policy for an additional cost, allowing you to customize your coverage to meet your specific needs.

Inflation Protection

Allows your policy benefits to grow over time to keep up with the rising cost of long-term care services. Inflation protection options include:

• Lifetime: 3, 4 or 5 percent compound

• 20-Year: 3 or 5 percent compound

A 5 percent compound inflation protection option is required to be offered to all applicants.

Shared Care

Allows you to access benefits under your partner’s identical policy should you run out of benefits but still need long-term care services.

Security Benefit

Provides an additional 60 percent of your monthly reimbursement benefit that can be used to pay for care or living expenses for your uninsured partner while you receive long-term care services.

Reduced Benefit for Home Health Care and/or Assisted Living

Reduces the amount the policy pays for home health care and assisted living services. Reduced benefit options include:

• 50 percent of the maximum monthly benefit

• 75 percent of the maximum monthly benefit

Waiver of Elimination Period for Home Health Care

Allows you to begin receiving benefits for home health care services immediately with no elimination period to satisfy.

Days in which you receive home health care benefits may be used to satisfy the elimination period for assisted living and nursing home care.

Return of Premium Three Times Monthly Maximum

Upon your death, returns premiums you paid, up to three times the initial monthly benefit of your policy, excluding any benefit payments you received.

The policy must be in force for 10 years. Excludes any inflation increases. If coverage is decreased, premium returned will be based on the decreased amount.

Nonforfeiture Shortened Benefit Period

Allows your policy to continue on a reduced basis should you stop paying premiums for any reason.

Feel Confident in Your Decision

If for any reason, you decide a long-term care insurance policy isn’t right for you, return it to us within 30 days for a full refund of any premium you paid.

This brochure provides an overview of your MutualCare® Secure Solution insurance policy. Your agent/producer will provide you with an outline of coverage that includes complete details.

Why Mutual of Omaha

Over 50 years of Mutual of Omaha’s Wild Kingdom taught us that the animal kingdom and the human kingdom have something in common … an instinct to protect what matters most. Through insurance and financial products, we help people protect their lives, protect their families, protect their kingdoms.

MutualofOmaha.com

Long-term care insurance is underwritten by Mutual of Omaha Insurance Company, 3300 Mutual of Omaha Plaza, Omaha, NE, 68175 1-800-775-6000. Policy forms: LTC13, (or state equivalent). These policies have exclusions, limitations and reductions and terms under which the policy may be continued in force or discontinued. For cost and complete details of coverage, call your agent/producer or write to the company. The insurance provided will be individual coverage, not group coverage. We will not duplicate benefits for that portion of covered expense paid or payable: by Medicare, including amounts that are reimbursable or would be reimbursable but for the application of a deductible or coinsurance amount; by any other governmental program (except Medicaid), including the Veterans Administration; or by any state or federal workers’ compensation, employer liability, or occupational disease law, or any motor vehicle no-fault law. Your policy will end on the earliest of: the date we receive your written request to cancel the policy (in which case the grace period will not apply); the date of your death; the date your policy limit is reduced to zero; or the policy renewal date, if the renewal premium was not paid before the end of the grace period (except as provided for in the Protection Against Unintentional Lapse provision). The policy will stay in force during the grace period. In the event of termination, we will refund any unearned premium according to the Refund of Premium provision. Termination will not affect any claim for covered services that you incurred while your policy was in force.

Long-term care insurance is not a deposit, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank, not a condition of any banking activity, may lose value and the bank may not condition an extension of credit on either: 1) The consumer’s purchase of an insurance product or annuity from the bank or any of its affiliates; or 2) The consumer’s agreement not to obtain, or a prohibition on the consumer from obtaining, an insurance product or annuity from an unaffiliated entity. This is a solicitation of insurance. An insurance agent/producer may contact you by telephone to provide additional information.

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To: New Equity Owners

Date: January 2026

Re: Langan’s Executive Physical Program

I am pleased to introduce you to Langan’s Executive Physical Program. This program is designed to encourage our executives to take appropriate steps towards maintaining a healthy lifestyle by obtaining an annual executive physical.

Highlights of the Executive Physical Program are as follows:

 Up to $5,000 reimbursement to Managing and Sr. Principals for medical costs associated with annual executive physicals

 Up to $2,500 reimbursement to Principals and Associate Principals for medical costs associated with annual executive physicals

 Program reimbursements are made to employees following insurance remittance

 Program reimbursements are taxed in accordance with IRS regulations

 Reimbursements for executive physicals and applicable associated costs are separate and apart from the Executive Health Reimbursement Program

You may select any executive health facility for reimbursement in this program. For your reference, enclosed in this package is information regarding executive health programs from the following four highly recognized medical facilities.

 Hackensack Meridian University Medical Center

 Johns Hopkins

 Mayo Clinic

 Princeton Longevity Center

Langan strongly encourages all Equity Owners to participate in this program. We value your health and are pleased to include this program as part of our benefit plan. To schedule your physical, contact the facility of your choice. To obtain reimbursement for eligible costs as listed above, complete the enclosed reimbursement form and send it to Linda Musinski in Human Resources. Be sure to first submit your itemized claim for your physical through your medical plan as noted on the reimbursement form.

If you have any questions, please feel free to contact Linda Musinski or me.

Executive Physical Program Reimbursement Form

Employee Name:

Facility:

Date(s) of Service:

Total Invoice Amount:

Amount Reimbursed by Insurance Carrier:

Executive Physical Program Reimbursement:

Balance due by Employee:

Please attach all invoices from the medical facility, payment receipts, and the insurance carrier's Explanation of Benefits (EOB) form and submit them to Human Resources for reimbursement.

Note: For Hackensack University Medical Center, please attach only the invoice and payment receipt (No EOB necessary).

Processed by:

Reimbursements are taxable based on IRS guidelines.

Date:

**This is a sample document. Please download the PDF from SharePoint or Benefitplace.**

Executive Physical Program

Facilities & Contact Information

The facilities below have been historically used as part of the Langan Executive Physical program. They are provided as an example. You are not obligated to use these

Variety in pricing is based on clinic location. Subsequent visits are between $3,700 - $10,600 based on age, sex, and clinic location.

and may choose others if you prefer.

Note: Princeton Longevity Center requires full payment once scheduled.

Note:

- Insurance payments are made after applicable deductibles and co-payments are applied.

- Lab fees are subject to various charges depending on the service provided.

| info@thePLC.net

- If the facility you visit does not itemize and code each procedure included in the executive physical, insurance will not be able to process the claim. Procedure codes are needed to process claims.

- Out-of-network programs require 100% payment at the time of examination.

are taxable based on IRS guidelines.

The above rates are estimates that are effective 1/1/2026. Costs may vary depending on services

PRIORITIZE YOUR HEALTH WITHOUT DISRUPTING YOUR LIFE

Your time is valuable—and so is your health. The Hackensack Meridian Signature Executive Health program offers a highly personalized, half-day preventive care experience in a private, concierge setting. Designed for busy professionals, this streamlined, all-in-one evaluation provides expert insights and proactive care—so you can stay at the top of your game.

Pricing

J 1 Employee/Individual: $4,600

J 10-15 Employees: $4,140 per employee

J 15+ Employees: $3,910 per employee

Ideal For

J C-level executives and senior leaders

J Busy professionals seeking high-level preventive care

J Individuals with complex family histories or health concerns

J Anyone wanting a comprehensive health snapshot in one day

WHAT’S INCLUDED

Each visit is tailored to your personal history, lifestyle, and goals. Your care team will guide you through a private, comfortable experience that includes:

J Comprehensive medical history and physical exam

J Bloodwork and baseline screenings

J Cardiac testing

J Vision and hearing testing

J Body composition and fitness assessment

J Nutrition, wellness, and mental health counseling

J Review of results and personalized health plan

WHAT TO EXPECT DURING YOUR VISIT

Your Executive Health visit takes place at the brand-new Hackensack Meridian Health & Wellness Center in Clifton 1 Metro Blvd., Clifton, NJ 07014. This facility has been designed to deliver top-tier care with maximum efficiency and comfort. The entire half-day experience is carefully planned around your schedule and health needs.

TAKE THE NEXT STEP

Protect your most valuable asset—your health. Discover the peace of mind that comes with expert care, delivered on your terms. Call 973-230-6680 or email ‘signaturehealth@hmhn.org’ to connect with a team member today. To learn more about the program, scan the QR Code.

WHY CHOOSE THE EXECUTIVE HEALTH PROGRAM

For Employers

Retain Top Talent: Attract and retain key executives with a premium health benefit that demonstrates your investment in their well-being.

Reduce Downtime: Minimize time away from work—our efficient, one-day format reduces disruption while maximizing health outcomes.

Improve Productivity: Early detection means healthier employees and fewer sick days, improving overall performance and ROI.

Protect Your Investment: Preventive care reduces long-term health care costs, insurance claims, and potential loss of key leadership due to health issues.

For Individuals

No Waiting. No Hassle. One day, one location. No juggling multiple appointments across weeks or months.

Expert, Personalized Care: A dedicated team evaluates your unique health profile with a holistic, personalized approach.

Concierge Experience: Private suite, priority scheduling, and seamless coordination—all designed around your comfort and confidentiality.

Ongoing Support: Gain access to Hackensack Meridian Health’s top specialists and coordinated follow-up care, if needed.

BEFORE YOUR VISIT

You’ll receive a personalized agenda ahead of time, outlining your schedule and what to expect. This ensures your visit runs smoothly and efficiently.

ON THE DAY OF YOUR VISIT

Private Arrival: Begin your experience by parking in our attached parking garage, offering direct access to the facility.

Warm Welcome & Check-In: You’ll be greeted on arrival in our first floor lobby by your dedicated nurse navigator—your personal guide throughout the day.

Private Executive Suite: You’ll be escorted to our exclusive Executive Health Suite on the 4th floor, designed for privacy, comfort, and efficiency.

Agenda Review & Initial Assessment: In our private suite, your navigator will review your agenda, answer any questions, and take initial vitals and assessments.

Comprehensive Testing: You’ll be personally escorted to each screening and test, all conducted onsite within the same building. No waiting rooms, no delays.

Results & Physician Consultation: After testing, you’ll receive a detailed, comprehensive report and meet with a physician to review your results, discuss any concerns, and plan any needed follow-up or specialist referrals.

Lunch & Relaxation: Enjoy a complimentary lunch in our suite or in our private dining area, giving you time to relax before departing.

After Your Visit: All results and next steps are available in both your post-visit report and digitally via the HMH Well app, so you can access your health information anytime, anywhere.

SAMPLE PREVENTIVE SCREENINGS

Test Type

Bloodwork & Heart Health

Cancer

Screenings

Bone & Vascular Health

Lifestyle & Emotional Well-being

Imaging & Specialized Tests

Men

J Comprehensive panel, PSA test

J Prostate cancer screening

J Abdominal aortic aneurysm scan

J Mental health screening

J Chest X-ray, optional stress test

Women

J Comprehensive panel test

J Mammogram / breast ultrasound

J Bone density (DEXA scan)

J Mental health screening

J Chest X-ray, optional stress test

All Participants

J EKG, cholesterol, glucose

J Colorectal screening, skin check

J Body composition analysis

J Nutrition, stress management

J Fitness & body assessment

TIME & COST SAVINGS: THE VALUE OF EFFICIENCY

Standard Medical Care

J Multiple appointments over weeks

J Lost workdays and productivity

J Potential for disconnected results from various providers

J Potential delays in diagnosis

Executive Health Program

J All-inclusive, half-day experience

J Minimal time away from work

J One comprehensive report, reviewed same-day

J Immediate results and next-step planning

POTENTIAL SAVINGS:

AVOID 5–7 SEPARATE VISITS AND RECOVER 15–20 HOURS OF TIME.

EARLY DETECTION OF PREVENTABLE CONDITIONS MAY SAVE THOUSANDS IN FUTURE HEALTH CARE COSTS.

FREQUENTLY ASKED QUESTIONS

Q What exactly is the Hackensack Meridian Signature Executive Health program?

It’s a highly personalized, half-day health check-up designed for busy professionals. It’s a one-stop shop for comprehensive preventive care in a private, concierge setting, so your executives can prioritize their health without a huge time commitment.

Q Why should our company invest in this program for our executives?

Investing in Executive Health helps you attract and retain top talent by showing you genuinely care about their well-being. It also minimizes time away from work, boosts productivity by catching health issues early, and can reduce long-term health care costs and potential loss of key leadership due to health problems.

Q How does this program save our employees (and us) time?

Unlike standard medical care that involves multiple appointments over weeks, this program offers an all-inclusive, half-day experience. All tests and consultations happen in one building, eliminating waiting room delays and repeated travel, which means minimal time away from work.

Q What kind of health screenings are included in the program?

Each visit is tailored, but typically includes a comprehensive physical, bloodwork, vision and hearing tests, body composition, fitness assessment, and counseling on nutrition and mental health. They also offer specific screenings like EKG, cancer screenings (prostate, mammogram), bone density, and specialized tests like chest X-rays.

Q Is the program confidential and discreet for our executives?

Absolutely. The program is designed with privacy and confidentiality in mind. Executives get a private suite, priority scheduling, and all care is coordinated seamlessly to ensure a comfortable and discreet experience.

Q Where is the Executive Health program located?

The program is conveniently located at the brand-new Hackensack Meridian Health & Wellness Center in Clifton.

Q What is the typical cost per employee for this program?

The pricing varies based on the number of employees you enroll:

1 Employee: $4,600, 10-15 Employees: $4,140, 15+ Employees: $3,910.

Q How comprehensive are the results and follow-up?

After all tests, executives receive a detailed, comprehensive report and meet with a physician the same day to review results, discuss concerns, and plan any necessary follow-up or specialist referrals. All results are also accessible digitally via the HMH Well app.

Q Which of our employees would benefit most from this program?

It’s ideal for C-level executives, enior leaders, and any busy professionals who need high-level preventive care but have limited time. It’s also great for individuals with complex family health histories or existing concerns who want a comprehensive health snapshot in one day.

Q What is the process like on the day of the visit for an executive?

It’s very smooth. After a personalized agenda is sent, the executive arrives and is greeted by a dedicated nurse navigator. They are escorted to a private executive suite, where initial assessments are done. All comprehensive tests are conducted onsite with no waiting, followed by a detailed results review with a physician and a complimentary lunch.

Currently seeing patients at:

1 Metro Boulevard Clifton, NJ 07014

For Executive Health appointments please call 973-230-6680 or email signaturehealth@hmhn.org

MEET OUR PHYSICIAN

Nora Tossounian, M.D. Medical Director

Hackensack Meridian Signature Executive Health

Education:

Johns Hopkins University School of Medicine

Residency, Internal Medicine:

Tufts-New England Medical Center

Internship, Internal Medicine:

Tufts-New England Medical Center

Board Certification:

American Board of Internal Medicine

Nora Tossounian, M.D., is a board-certified Internal Medicine physician with over two decades of comprehensive experience in internal medicine. She serves as Medical Director of Hackensack Meridian Signature Executive Health. Her distinguished career is marked by a commitment to providing exceptional, patient-centered care in a variety of settings, including academic, hospital, and private practice.

Dr. Tossounian is a graduate of Columbia University and earned her medical degree from Johns Hopkins University School of Medicine. Following her medical education, she completed her internship and residency in Internal Medicine at Tufts-New England Medical Center. She is board-certified by the American Board of Internal Medicine.

Dr. Tossounian’s expertise has been recognized by her peers, earning her the distinction of being named a "Top Doctor" by Castle Connolly. She is dedicated to a patient-centered philosophy, collaborating with each individual to create a personalized treatment plan that optimizes well-being. She believes in empowering her patients to achieve their health and wellness goals through proactive and preventative care, including lifestyle modifications.

Specialties include:

■ Executive health

■ Comprehensive physical exams

■ Review and prescribing of medications

■ Chronic condition management

■ Diet and nutrition support

■ Health education

■ Screenings and immunizations

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JOHNS HOPKINS EXECUTIVE & PREVENTIVE HEALTH PROGRAM

The Executive & Preventive Health Program

The Johns Hopkins Executive & Preventive Health Program provides busy executives with an efficient way to receive a confidential, comprehensive, headto-toe health assessment from one of the world’s leading institutions in diagnostic medicine, biomedical discovery and personalized care.

Through conducting a series of examinations and screenings and then delivering a report of tangible, actionable results, all in a single day, our goal is to help business leaders gain a complete understanding of their existing health status, as well as how to maintain or improve their health.

Connect with Us

Appointments

To schedule an appointment, please call 410-955-9819 between 8 a.m. and 5 p.m. ET, Monday through Friday, or email us directly at ExecutiveHealth@jhmi.edu.

Corporate Contracts

Many companies establish clinical service agreements to offer the Johns Hopkins Executive & Preventive Health Program to select employees.

If you are interested in pursuing a contract for your company or would like to schedule a tour of our suite, please contact Meghan Kerney, administrative director of the Johns Hopkins Executive & Preventive Health Program, at 410-955-9819 or ExecutiveHealth@jhmi.edu.

Your Personal Health: Our Top Priority

We understand that executives who work long hours and are juggling countless priorities may find it challenging to make time for their personal health. The Johns Hopkins Executive & Preventive Health Program offers a solution: a one-day experience designed with health, wellness and comfort in mind.

You will be greeted upon arrival by one of our patient navigators and then introduced to your personal physician, who will conduct a complete medical history assessment and physical examination. A series of standardized screenings will be conducted, including:

• Comprehensive history and physical

• Laboratory screenings and tests

• Eye examination at the Wilmer Eye Institute at Johns Hopkins

• Audiogram

• Skin cancer screening

• Resting EKG and exercise stress test

• Body fat analysis

• Nutrition assessment

Additional elective testing or consultation can also be provided as needed and may include:

• Colon cancer screening

• Breast imaging for women

• Pap smear for women

• Bone density assessment

• Metabolic fitness assessment

• Exercise counseling

Following your visit, you will receive a comprehensive summary of your evaluation, including recommendations for how to maintain or improve your health. Your medical information is confidential, but per your request, we will be happy to provide a copy of this report to your primary care or family physician.

Amenities to Meet Your Needs

Our Executive Health suite was designed with your comfort and needs in mind.

Between examinations, you will have access to our multizoned lounge, complete with private meeting rooms, telephone and internet access, business services, and interpreter services, if needed. We also provide continental breakfast and lunch, private bathrooms and locker rooms, and an on-site gym.

Your personal concierge representative will be available throughout the day to assist you and assure that all of your needs are accommodated during your visit with us.

hopkinsmedicine.org/executive_health

Personalizing Your Services

Your day-long visit will be tailored to meet your individual health needs, based on personal preferences and your Health History questionnaire.

The standard executive and preventive health visit

Medical History Review and Physical Examination – A thorough medical history is the cornerstone for effective assessment of your health. We will discuss any health concerns you may have along with your past medical issues, identify susceptibilities based on your personal and family background, as well as your current lifestyle and habits.

Comprehensive Laboratory Screenings and Urinalysis – These detect indicators of anemia, diabetes, thyroid disease, liver and kidney disease, and include a lipid panel to assess cardiac and stroke risk factors. A Prostate Specific Antigen (PSA) screening is included for men beginning at age 40; HIV test, with your consent, is performed for those under age 65.

Resting Electrocardiogram (EKG) – Detects changes in the heart’s electrical activity. Patterns seen in the tracing indicate where tissue may have been damaged, if coronary arteries may be blocked, or if irregular beats occur frequently.

Audiogram – A hearing test performed by an audiologist who makes recommendations to help preserve hearing or may suggest sound amplification. This should be obtained during your initial visit and subsequent studies will be determined based your need.

Eye Examination – Performed at the Wilmer Eye Institute by an optometrist and includes the external eye structures, pupils, eye muscle function, internal pressure, visual fields, and visual acuity.

*Contact lens fitting is notincluded during this exam.

Skin Cancer Screening– This screening includes a head to toe assessment by a dermatologist to detect skin cancer through visual inspection. The dermatologist will inspect the skin for concerning lesions and will ask that you point out any spots that have been changing, growing, bleeding or are of concern. This evaluation does not include a diagnostic evaluation and management of any new or chronic conditions (ie. rashes, acne, rosacea or cosmetic issues).

Immunization review and Administration –Your immunizations will be reviewed with the physician, and if any need to be updated, they will be administered during your visit.

Summary Conference – At the end of your visit you will meet with your Executive Health physician to review all test results, determine if additional testing or follow up care is needed, and determine what lifestyle changes are ideal in order to improve your overall health. A written summary of your results will be available to you following your visit. At your request, we will provide a copy of your results to your primary care physician.

Optional services

Treadmill Tests – one or the other may be performed, but not both

1.Exercise Stress Test – This treadmill test evaluates how your heart responds to physical activity. The test consists of walking and/or running on a treadmill while the speed and incline are gradually increased. Your electrocardiogram and blood pressure are monitored for any indications of cardiovascular disease. A baseline test is

recommended beginning at age 45 (men)/ 50 (women) for patients with risk factors for premature arteriosclerosis - diabetes, cigarette smoking, significant hypercholesterolemia and family history of heart attacks at a young age. This test is also useful if you are beginning a fitness program. Others begin at age 50. Whether it should be repeated requires individualized review with your physician.

2. Metabolic Stress Test – Thistreadmill test is used to measure the performanceof your heart and lungs, particularly while they areunder greater physical demand. This test is the goldstandard for functional/aerobic capacity testing.These tests consists of walking and/or running on atreadmill while you are breathing into amouthpiece. The speed and incline of the treadmillare gradually increased throughout the test. All ofthe air you breathe in and out during the test isanalyzed. Your electrocardiogram and bloodpressure are monitored to ensure safetythroughout the test.

Exercise Counseling – An Exercise Physiologist will work with you to create an individualized exercise program and provide guidance on incorporating exercise and fitness in to daily life. Exercise guidelines, program progression, and proper technique are reinforced during session. This is recommended for patients who plan to start a regular exercise regimen or significantly change their existing fitness routine. Counseling is done in conjunction with the exercise stress test.

Fitness Assessment – You will work with an Exercise Physiologist to assess your level of overall fitness. This hands-on assessment includes testing of muscular strength/endurance, flexibility and body composition. This is recommended if you plan to start a regular exercise regimen to identify baseline strengths and weaknesses. The assessment can be performed annually to determine the efficacy of an exercise program or to monitor progress.

Body Fat Analysis – Measurements are taken to estimate your overall body fat and determine if your body mass index (BMI) presents risks for medical conditions such as diabetes, heart disease, sleep apnea and certain cancers.

Calcium score – a CT scan of your heart to assess the severity of coronary artery disease. Specifically it looks for calcium deposits in the coronary arteries that can narrow and increase the risk of a heart attack; this one-time is recommended if you have a family history of heart disease or are at significant risk for heart disease. This scan does result in radiation exposure.

Abdominal Aortic Duplex Scan (AAA) – a noninvasive procedure that looks at images of the aorta, the main blood vessel leading away from the heart. This scan can diagnose aneurysms that develop in the abdominal aorta; recommended if you are over age 65 and have ever smoked. This scan does not result in radiation exposure

Low Dose CT – a specialized x-ray that will take multiple pictures of your lungs as you lie on a table that slides through the CT machine. A computer then combines the images in to a detailed picture of yourlungs for the radiologist to review. This is recommended annually if you are a current or former smoker over the age of 55. This scan does result in radiation exposure

Brain Health Check - A 90 minute screening designed to evaluate memory and other cognitive functions as they affect occupational and personal functioning, to assess emotion regulation and stress management andto evaluate and encourage health-affirmingbehaviors.The assessment consists of a briefinterview, testing of memory, executive functioning and psychomotorspeed; pencil and paper questionnaires are used toassess mood and personality with interpretation andrecommendation by a neuropsychologist.

Women’s services

3D Mammogram – the most modern screening and diagnostic tool available for early detection of breast cancer. It is used to detect changes in breast tissue in women who have no signs or symptoms of breast cancer. Annual screening mammograms are recommended by The American College of Radiology for women age 40 and over. This scan does result in radiation exposure.

PAP Smear – A screening procedure for cervical cancer that tests for the presence of precancerous or cancerous cells on the cervix; this procedure is performed by the internist. This should be performed mid-cycle, not while menstrating.

DEXA Bone Density Scan – used to measure bone mineral content and mass and can detect the depletion of bone calcium and protein, which increases your fracture risk. The scan typically measures the density of the spine, pelvis, lower arm and thigh; recommended if you are a female over age 65 or if you have risk factors for bone loss. This scan does result in radiation exposure.

Johns Hopkins Executive and Preventive Health

Core Services

Audiogram w/SR - 15 min

Dermatology Skin Cancer Screening

Executive Health HSCRC Facility Charge

(DOM New Patient Level 3, 26-45 minutes)

Electrocardiogram (EKG)

Exercise Counseling - 30 minutes

Fitness Assessment – 30 minutes

Eye Evaluation with eye photos if necessary

Physician Fee

Program Administration Fee

Laboratory Screenings

Imaging Services

Abdominal Aorta Scan (AAA)

X-Ray

Bone Density Study

Mammogram (Screening)

Other Services

(new in 2018)

(Shingles) $216.00

Hepatitis B

$56.90 Twinrix (Hepatitis A & B) $100.25

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Princeton Longevity Center EXECUTIVE PHYSICAL

PLC | EXECUTIVE PHYSICAL PROGRAM

Princeton Longevity Center is a renowned preventive medicine and executive health center with locations throughout the New York and DC Metro Areas. Get the ultimate peace of mind with individually tailored and scientifically proven programs for early disease detection, disease reversal and future disease prevention in just one efficient and informative day. Below is an overview of an Executive Physical’s exam components:

Physician Medical History Review & Extensive Physical

Results Review & Health Action Plan w/ PLC Physician

High De nition CT Heart Scan

Coronary Artery Calcium Scoring

Over 30 Laboratory Tests

Visceral Fat Assessment

Resting ECG

Cardiac Stress/Treadmill Test

Bone Densitometry

Body Composition Analysis

Health Risk Evaluation

Kinetic Chain Assessment

Nutritional Evaluation by Registered Dietitian

Computerized Multi-Day Food Diary Analysis

Fitness Evaluation by Exercise Physiologist

Corrective & Goal-Oriented Exercise Prescription

Vision & Glaucoma Screening

Audiometry

Same-Day Results, Reports & Recommendations

PLUS: Customize Your Exam with Elective Options

PRINCETON, NJ

Repetition: Base Exam is Appropriate for Every Year

The Princeton Longevity Center’s Comprehensive Exam combines the latest technology with caring experts who take the time to fully evaluate your health. Our Comprehensive Exam can detect early cancers, heart disease, aneurysms and the “silent killers” that are often missed in a typical physical exam or routine blood tests. It is simply the most effective approach to preventive medicine exam.

Your Exam Includes:

• PLC Medical History and Health Status Questionnaire Review by Physician

• In-Depth Physical with Physician

• Same-Day Results Review/Preventive Medicine Planning with Physician

• CT Coronary Artery Scan

• Coronary Calcium Score

• Over 30 Laboratory Tests including:

o Complete Blood Count

o Metabolic Profile (liver, kidney function)

o Cholesterol Profile (Chol, HDL, LDL, Triglyceride)

o Blood Chemistry (Sodium, Potassium, Calcium, Glucose)

o Thyroid Function Testing

o Urinalysis

• Cardiac Treadmill Test

• Nutritional Consultation by Registered Dietitian

• Computerized Analysis of 3-Day Food Diary

• Fitness Assessment and Exercise Prescription by Exercise Physiologist

• Bone Densitometry

• Body Composition Analysis

• Resting ECG

• Vision & Glaucoma Screening

• Audiometry

• Health Risk Assessments

• Men (Over 40 years of age)

PSA

Rectal Exam

EXAM PRICE: $5,295

SPOUSE RATE: Save $500 per Exam for Same-Day Appointment

TITANIUM EXAM

EX AM P ACK AGES

$9,095

Princeton Longevity’s Titanium Exam includes our most popular electives packaged with a 6 month on-site follow up and a discounted rate.

With your PLC Comprehensive Exam, this package includes:

• Full Body & Vascular Scan

• Cardiac CT Angiography

• Sex & Energy Hormone Evaluation

• 6 Month Follow up

o Follow up Fitness or Nutrition Consult

o Body Composition Analysis

o Aerobic Fitness Measurement

• Customize your package with additional Elective Options

CANCER CHECK PACKAGE

$8,495*

The Cancer-Check Exam offers our best options for early cancer detection and personalized cancer screening Hereditary Cancer Gene testing allows us to individualize your cancer surveillance program. The Multi-Cancer Detection Test can pick up the earliest stages of more than 50 cancers when treatment may be more effective. With your PLC Comprehensive Exam, this package includes:

• Full Body & Vascular Scan with Contrast

• Hereditary Gene Cancer Test (*of package price, $249 billed directly by lab)

• Multi-Cancer Detection Blood Test (*of package price, $749 billed directly by lab)

• Optional Virtual Colonoscopy (+$1750)

• Optional Women’s Cancer Screenings including Mammogram, Pap Smear, Breast MRI and More

CARDIARES-Q PLAQUE REVERSAL PROGRAM

$9,995

For patients with known Coronary Artery Disease – select this revolutionary program to slow, stop and even reverse your plaque progression. CardiaRes-Q uses state of the art cardiovascular imaging technology and new CLEERLY™ AI Technology to painlessly and non-invasively quantify and analyze the amount and types of plaque in your arteries. Over time, PLC’s team of experts can adjust the intensity of your treatment plan to lower your risk with the minimum disruption in your lifestyle

With your PLC Comprehensive Exam, this package includes:

• Full Body & Vascular Scan

• Cardiac CT Angiography

• Carotid CT Angiography or Doppler Ultrasound

• CLEERLY™ AI Technology Processing

• Advanced Lipid Panel

GENETIC INSIGHT PACKAGE

$11,245*

The future of preventive medicine starts with the most advanced AI platform for optimizing your health based on your DNA. With Whole Exome Sequencing to analyze all 22,000 genes, this exam provides an individualized approach to tailor your nutrition, fitness and wellness strategies to take control of your health. With your PLC Comprehensive Exam, this package includes:

• Whole Exome Sequencing (*of package price, $2750 billed directly by lab)

• Full Body & Vascular Scan

• Cardiac CT Angiography

• Computerized Neuropsychological Testing

• Blood Typing

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Executive Health

WORLD-CLASS CARE TO HELP BUSINESS LEADERS THRIVE.

Your trusted partner in health

Mayo Clinic’s Executive Health program leverages the full depth and breadth of our nationally recognized expertise to help busy CEOs, business leaders, and executives protect and optimize their health and performance. Through timely, coordinated access to world-class physicians, advanced diagnostics, state-of-the-art prevention and therapeutics, and multidisciplinary care when needed, our goal is to help executives continue to thrive in their professional and personal lives.

ABOUT OUR PROGRAM

The leader in Executive Health

Executives lead demanding, fast-paced lifestyles. That’s why we invite you to take advantage of our comprehensive, personalized, and efficient preventive care experience, which has been thoughtfully designed to meet your needs.

For more than 50 years, Mayo Clinic Executive Health has been leveraging the best and brightest minds in medicine to help CEOs, business owners, and executives maintain good health. This unique, effective, and evidence-based program is designed to help you receive world-class preventive care and ultimately enjoy many healthy years doing what you love at work and beyond.

You can expect a careerlong relationship with your Executive Health physician, with whom you’ll enjoy unhurried visits focused on your health, history, concerns, and goals. Through our program, you’ll gain a forwardlooking understanding of your health status with actionable insights to improve your health, address any issues that are identified, and target any risk factors that may impact your health now and in the future.

Answers you can trust

With a focus on clinical practice, research, and education, Mayo Clinic has been at the forefront of revolutionizing healthcare for more than 160 years.

More than 7,000 physicians in every medical specialty work together in an integrated practice to provide the best in care and medical advancements.

Mayo Clinic is top-ranked in more specialties than any other hospital and has been recognized as an Honor Roll member according to U.S. News & World Report’s 2025–2026 “Best Hospitals” rankings.

160+ years of medical knowledge

7,000+ physicians at Mayo Clinic

Care that connects

Mayo Clinic differentiates itself by being an integrated group practice.

This integration offers you a team of physicians free from geographic boundaries. Experts from every medical specialty work together, joined by our founding philosophy that “the needs of the patient come first.”

That’s what defines our Executive Health program as the premier heathcare experience for patients seeking worldclass medical expertise and unmatched service.

Your Executive Health physician can connect you with the right Mayo Clinic specialist at the right time as needed throughout your career-long care relationship.

and hospitality

Services and amenities designed for your needs and your comfort.

• Dedicated appointment coordinators ensure your appointments are scheduled efficiently.

• Finance specialists work with executives on cost and coverage questions, filing claims on your behalf, and working with insurance carriers to resolve claims.

• Our private executive lounge includes secure lockers for personal items plus an assortment of snacks and beverages.

• Private office space is available if you need to attend to work matters while you’re with us.

• We provide executive-level recommendations and options for travel, lodging, restaurants, spas, and other local attractions, amenities, and events.

• Some elements of our program may be available through video visits, offering you added convenience and flexibility.

Who we serve

We serve CEOs, presidents, founders, managing directors, managing partners, C-suite executives, and other business leaders. When you apply to our program, you’ll answer questions about your work status, business title, and company before being invited to be part of the program.

Most executives visit our program annually, but feel free to talk with your Mayo Clinic Executive Health physician about the right cadence based on your age and health status. To remain an active part of our program, executives must be seen by their Executive Health physician at least every three years.

Spouses and partners of executives who qualify for the program are also welcome to make appointments so that  taking a proactive approach to good health is something you can do together.

Appointment availability at each campus is released months in advance and tends to be reserved quickly. This gives our schedulers time to personalize and optimize your appointment based on your specific needs and interests. We invite you to connect with us today to learn about availability and secure access at your preferred location.

Corporate clients

Investing in the health of your business leaders is an investment in the health of your business.

Corporate enrollment in the Mayo Clinic Executive Health program offers companies the ability to define their eligible executives, coverage level, and billing preferences to meet the organization’s needs, interests, and budget. We are happy to work with CEOs, CHROs, and brokers interested in a corporate relationship.

OVER 1 MILLION PATIENTS from 140 countries and all 50 states travel to Mayo Clinic

appointments

The full scope of Mayo Clinic’s expertise — tailored to your specific needs.

One of the strengths and differentiators of Mayo Clinic’s program is our customized, in-depth appointments — every executive’s appointment can be unique based on their specific needs, concerns, and interests.

Our standard protocol of services — personalized by gender, age, and visit — serves as the foundation to every appointment. But our physician can also leverage the full depth of expertise at Mayo Clinic by ordering additional tests, screenings, or specialist consults based on each executive’s symptoms, conditions, personal and family history, and other risk factors. In addition, executives can choose to add optional services including predictive genomics, a multi-cancer early detection test, stress management and resiliency training, wellness coaching, and more. Appointments are often two days — sometimes one, and sometimes three.

What you can expect from your visits

· Unhurried time with your personal Executive Health physician at the beginning and at the end of your appointment to review your test results, address your questions, and prepare a strategy to optimize your health.

· Preventive health assessment including a comprehensive medical history review and physical exam performed by your personal Executive Health physician.

· Cutting-edge testing and technology combined with Mayo Clinic interpretation and insights.

· Review and update of medications and immunizations, including those needed for international travel.

· Lifestyle assessment covering nutrition, physical activity, stress management, sleep, alcohol and tobacco use, personal safety, and other indicators of disease risk.

· Access to other Mayo Clinic specialists, as needed.

Sample schedule:

DAY 1

· Check-in

· Blood tests and lab work

· Orientation to the program, the space, and the experience

· 60–90 minute 1:1 with your Executive Health physician

· Additional tests, screenings, and/or specialist consults

DAY 2

· Additional tests and screenings

· Additional specialist consults

· Optional services the executive has added

· 30-minute 1:1 wrap-up with your Executive Health physician

· Check-out, including sametime-next-year confirmation

Thoughtfully designed visits

Every appointment is customized for you. And we’ll address any findings with the appropriate specialist while you’re here.

Initial visit — standard services

AGE 39 AND YOUNGER

•  Physical exam

•  Various laboratory work

•  Cardiovascular counseling

•  Resting ECG

•  Exercise/treadmill with VO₂ max

•  Cervical cancer screening (women: as indicated)

•  Immunization review

•  Virtual visit (as needed)

AGE 40–49

This age group receives all the same initial-visit standard services as the 39 and Younger age group (excluding the Exercise/treadmill with VO2 max test), PLUS:

•  Exercise/treadmill ECG

•  Colon cancer screening (beginning at age 45)

•  Breast cancer screening (women)

AGE 50 AND OLDER

•  Prostate-specific antigen (men)

•  CT coronary calcium (men baseline at 45; repeat as needed)

This age group receives all the same initial-visit standard services as the 40–49 age group, PLUS:

•  Audiogram

•  Abdominal aortic ultrasound*

* Frequency based on age, gender, and health risk

•  Bone density scan*

•  CT coronary calcium (men baseline at 45 and women baseline at 55; repeat each as needed)

Subsequent visits — standard services

AGE 39 AND YOUNGER

•  Physical exam

•  Various laboratory work

•  ECG testing as indicated, a minimum of every three years

•  Cervical cancer screening (women: as indicated)

•  Immunization review

•  Virtual visit (as needed)

AGE 40 AND OLDER

This age group receives all the same subsequent-visit standard services as the 39 and Younger age group, PLUS:

•  Breast cancer screening (women)

•  Prostate-specific antigen (men)

ADDITIONAL SERVICES*

Based on the patient’s need, physicians may add:

•  Dermatology consult

•  Orthopedics consult

•  Physical Medicine and Rehabilitation consult

•  Sleep Medicine consult

•  Urology consult

•  CT thorax (chest)

•  Chest X-ray

•  Lumbar spine X-ray

•  Transthoracic echocardiogram

•  Overnight oximetry

•  Travel consult

•  Pharmacy consult

OPTIONAL SERVICES *

Based on interest or concern, patients may add:

•  Multi-cancer early detection test

•  Predictive genomics

•  Pharmacogenomics

•  Stress Management and Resiliency Training (SMART)

•  Wellness Coach consult (on campus and/or virtual)

•  Cosmetic services (Botox, cosmetic blepharoplasty, etc.)

•  Eye exam (screening and/or glaucoma testing)

•  Body composition analysis (InBody)

•  Exercise Specialist consult

•  Executive Wellness Chef consult*

•  Department of Transportation physical

•  Aerospace Medicine (including FAA physicals for pilots)

•  Thrive program*

• Golf performace program*

Pricing

Services in the Mayo Clinic Executive Health program are based on an evidence-based standard protocol of preventive health tests and assessments.

The initial visit, which is more comprehensive and provides a baseline for future visits, typically takes more time and is more costly than subsequent visits. Recommended tests and assessments increase with age and vary by gender.

Total cost will also vary with additional testing or specialty consults the physician may order based on the executive’s conditions, symptoms, personal and family history, and risk factors, as well as optional services the executive may add such as genetic testing, multi-cancer early detection test, stress management and resiliency training, and wellness coaching.

We can bill through your insurance. Estimated costs before insurance for an appointment consisting of our standard protocol of services are:

The price estimates above include an Executive Services fee. This fee is for non-clinical services, so is not billed through insurance, and includes consolidation of your appointment schedule, fast-tracking lab results, prioritization of specialist consults, the executive lounge, snacks and beverages, lockers, private office space, our expert speaker series, and the added level of service that helps make this an executive experience. The Executive Services fee varies by campus: Minnesota $1,620; Arizona $1,570; Florida $1,500.

Protocol and pricing are typically reviewed and updated annually effective with the new year.

A $1,000 cancellation fee will be charged to patients who request to cancel or reschedule within 14 days of a scheduled face-to-face Executive Health medical exam, or who fail to attend this confirmed appointment. Patients who request to cancel or reschedule a confirmed face-to-face appointment within 15–30 days will be subject to a $500 cancellation fee.

One extraordinary program. Four convenient locations.

We offer Executive Health services at all three of our U.S.-based campus locations — Rochester, Minnesota; Scottsdale, Arizona; and Jacksonville, Florida. The settings are diverse, but the level of care at every campus reflects the high standards established at Mayo Clinic more than a century ago.

In addition, Mayo Clinic Healthcare, located in London, offers a full spectrum of preventive care options for executives seeking unparalleled, comprehensive care.

ROCHESTER, MINNESOTA

200 First Street SW Rochester, MN 55905

507-284-2288

SCOTTSDALE, ARIZONA

13400 East Shea Boulevard Scottsdale, AZ 85259

480-301-8088

JACKSONVILLE, FLORIDA

4500 San Pablo Road Jacksonville, FL 32224 904-953-2907

LONDON, UNITED KINGDOM

15 Portland Place London W1B 1PT 0207-871-2575

Travel and Lodging at Mayo Clinic in Arizona

Executive Health Mayo Clinic location

Mayo Clinic Building in Scottsdale

13400 E. Shea Blvd., Scottsdale, AZ 85259 (480) 301-8088

Mayo Clinic Hospital in Phoenix

5777 E. Mayo Blvd., Phoenix, AZ 85054 (480) 342-2000

Flying to Phoenix, AZ

Phoenix Sky Harbor International Airport (PHX), located about 23 miles from the Executive Health Program at Mayo Clinic in Scottsdale, Arizona, and 26 miles from Mayo Clinic Hospital in Phoenix, Arizona. The airport is served by most domestic airlines and many international carriers. The airport offers many transportation options, including:

• Taxi, limousine and scheduled van services • Bus and light rail • Car rental Scottsdale Airport, about a 20-minute drive to the Executive Health Program at Mayo Clinic in Scottsdale, Arizona, and about a 15-minute drive to Mayo Clinic Hospital in Phoenix, Arizona. The airport can accommodate both corporate and recreational aircrafts.

Lodging

Westin Kierland (10 mi)

AAA four diamond property

6902 E. Greenway Parkway, Scottsdale, AZ (480) 624-1000

Additional options on back >

Book online at: www.kierlandresort.com/mayo-executive-health-program

Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch (10.5 mi)

AAA four diamond property

7500 E. Doubletree Ranch Road, Scottsdale, AZ (480) 444-1234

Book online at: www.hyattregencyscottsdale.com

To confirm reservation, call 800.235.1234 and provide corporate ID: 53950

Many hotels and resorts are located within a reasonable commuting distance to Mayo Clinic and offer discount rates for Executive Health Program participants. Mayo Clinic does not endorse these hotels and resorts; this list only provides options as a service to our patients and guests. All information is subject to change.

Scottsdale and Phoenix Area Map Lodging Cont.

Fairmont Scottsdale Princess (9.5 mi)

AAA five diamond property 7575 E. Princess Drive, Scottsdale, AZ (480) 585-4848

Book online at: www.scottsdaleprincess.com

Adero Scottsdale (5 mi)

AAA four diamond property 13225 N Eagle Ridge Dr, Scottsdale, AZ 85268 (480) 333-1900

Book online at: www.aderoscottsdale.com, use discount code MXP Shuttle available for Mayo Clinic patients

Lodging & Discount Guide

Jacksonville, Florida Campus

Lodging in Jacksonville, Florida:

Ponte Vedra Inn & Club

200 Ponte Vedra Blvd., Ponte Vedra Beach, FL 32082

10% discount off of published rates and a complimentary one category upgrade based upon availability and room category. Discounted rate is available Sundays through Thursdays and is subject to blackout dates. To book, call directly to 866-376-8684 or if calling on a general line, reference code MAYOEX

Residence Inn by Marriott, Jacksonville – Mayo Clinic area

490 San Pablo Road S., Jacksonville, FL 32224, 904-992-2040

Upgraded corner room, hot breakfast buffet, welcome amenity and 20% off dinner at hotel. Free shuttle for Mayo Clinic Executive Health Program patients, plus 2500 bonus points per stay. marriott.com/event-reservations/reservation-link.mi?id=1695131265779&key=CORP& app=resvlink

Dining in Jacksonville, Florida:

M Brothers at Mayo Clinic

4500 San Pablo Road S., Jacksonville, FL 32224, 904-953-0409

M Brothers is the latest culinary venture by local restaurateurs, the Medure Brothers. This concept offers lunch and dinner Monday through Saturday with an emphasis on scratchcooking and locally sourced ingredients. Stop by for happy hour daily from 4 PM to 6 PM in the full-service lounge, or enjoy live music by Folio Weekly’s Best Musician In Jacksonville, Guitarist Taylor Roberts, on Fridays and Saturdays in the elegant, yet casual dining room. 10% discount, please see Executive Health Program concierge for voucher.

Zest

4500 San Pablo Road S., Jacksonville, FL 32224, Cannaday Building, 1st Floor

Zest is a gourmet grab-and-go market inside Jacksonville’s Mayo Clinic. Created by local chefs and brothers, Matthew and David Medure, Zest is serving up breakfast, lunch and dinner 7 AM – 7 PM daily. 10% discount, please see Executive Health Program concierge for voucher.

Mayo Clinic Gift Shop

4500 San Pablo Road S. Jacksonville, FL 32224, Cannaday Building, 1st Floor

Enjoy a 15% discount when you shop at our on campus gift shop. High-quality medical supplies, personal items, gifts and souvenirs are eligible for this discount. Upon checkout, please let cashier know you are an Executive Health Program patient.

Valet Parking

Executive Health offers complimentary valet parking to our patients in the program. When pulling up to valet, please let them know you are a part of the Executive Health Program.

Travel, Lodging & Dining Guide

Rochester, Minnesota Campus

Mayo Clinic

Rochester, Minnesota Campus

As home to Mayo Clinic for over 150 years, Rochester, Minnesota takes great pride in serving patients who come to Mayo Clinic for our world-renowned care. Our colleagues in the community, from the Rochester International Airport to our hotels and restaurants to our Rejuvenate Spa make it easy for patients to navigate the clinic and enjoy the community.

The Mayo Clinic Executive Health Program sees thousands of CEOs, presidents, and business leaders on our Rochester campus every year. We know executives are busy people with high standards. We’ve designed our program specifically to cater to executive needs – and we are happy to share information on community partners who do the same.

Flying to Rochester, Minnesota

As a destination medical center, Mayo Clinic cares for patients from all around the world. The Mayo Clinic Executive Health program is no exception, as influential business leaders throughout the globe turn to our program year after year to help maintain optimal physical and mental performance. Rochester is a thriving community in the southeastern Minnesota driftless area, with just over 100,000 residents serving over 2 million patients and visitors a year, and many of those enter through Rochester International Airport (RST).

Rochester International Airport (RST)

Rochester is proud to have an international airport, located less than 10 miles south of Mayo Clinic and our downtown hotels, that caters to Mayo Clinic patients and travelers. American Airlines and Delta Air Lines provide direct flights to and from Chicago and Minneapolis/St. Paul daily.

Signature Flight Support at RST

Private jets can take advantage of the Signature terminal at Rochester International Airport.

Minneapolis-St.

Paul International Airport (MSP)

The Minneapolis-St. Paul International Airport is just 80 miles north of Rochester, Minnesota.

Excelsior Limousine (507) 210-4545

Excelsior Limousine

Executives have a number of ground transportation options to downtown Rochester from area airports. Many executives take advantage of Excelsior Limousine for luxury black car transportation. Let Excelsior know you are a Mayo Clinic Executive Health Program patient to receive a 10% discount.

Travel, Lodging & Dining Guide

Rochester, Minnesota Campus

Lodging in Rochester, Minnesota

Mayo Clinic is located in the center of downtown Rochester and is surrounded by several high-quality hotel options in easy indoor (pedestrian subway and skyway) and outdoor walking distance of your Executive Health Program appointment. A variety of lodging options include:

Hilton Rochester Mayo Clinic Area (507) 258-5757

Mayo Clinic Executive Health - Hilton Rochester

Distance to Executive Health 948 steps and a 10 minute walk indoors. Outdoors is 600 steps and a 7 minute walk.

Let the Hilton know you are a Mayo Clinic Executive Health Program patient to receive a complimentary room upgrade when available. Use this booking link to receive an in-room amenity inclusive of premium glass bottled water and an assortment of gourmet snacks.

Hyatt House Rochester Mayo Clinic Area (507) 361-4649

Hyatt House Rochester

Distance to Executive Health 995 steps and a 7 minute walk outdoors. No indoor route available. Tell the Hyatt House that you are a Mayo Clinic Executive Health Program patient to receive 25% off their standard rates, a complimentary room upgrade when available, and a welcome treat bag upon arrival.

Hotel Indigo (507) 252-8200

Hotel Indigo

Distance to Executive Health is 934 steps and a 10 minute walk indoors. Outdoors is 875 steps and 10 minute walk.

Let the Hotel Indigo know you are a Mayo Clinic Executive Health Program patient to receive a 15% discount off their best available rate, a complimentary room upgrade when available, a welcome bag upon arrival, a complimentary beverage ticket for Crave American Kitchen & Sushi Bar and complimentary shuttle service to and from Mayo Clinic.

Townplace Suites by Marriott (507) 361-0050

Townplace Suites

Distance to Executive Health 651 Steps and a 6 minute walk outdoors. Indoors via Dan Abraham Healthy Living Center is 880 steps and a 9 minute walk. Tell the Towneplace Suites that you are a Mayo Clinic Executive Health Program patient to receive a complimentary room upgrade when available, a complimentary deluxe box of gourmet chocolates and bottle of water at check-in, a beverage coupon for a glass of house wine or beer, and discounts off pastries, coffee, tea and other beverages at Spyhouse Coffee Roasters and Bar in the lobby.

Travel, Lodging & Dining Guide

Rochester, Minnesota Campus

Even Hotel Rochester – Mayo Clinic Area (507) 322-6317

Even Hotel Rochester

Distance to Executive Health 1,473 steps and a 12 minute walk outdoors. No indoor route available. Tell the staff you are with the Mayo Clinic Executive Health Program to be eligible for a complimentary suite room upgrade when available, VIP reserved parking, and a welcome gift. While three-quarters of a mile from your Executive Health appointment, Even Hotel positions itself as a “wellness hotel” with its healthy entrees, athletic studio, and in-room fitness options.

Dining in Rochester, Minnesota

With over 2 million national and international visitors a year, downtown Rochester includes a wide variety of restaurant and food options. Executive patients often enjoy and return to their favorites including:

Terza Ristorante

https://terza3.com/ (507) 216-9590

Hand-crafted Italian cuisine. Let Terza know you are a Mayo Clinic Executive Health Program patient to enjoy a 15% discount (not including alcohol).

Crave American Kitchen & Sushi Bar

https://craveamerica.com/ 507-512-3880

An eclectic mix of American fare and sushi. Let Crave know you are a Mayo Clinic Executive Health Program patient to receive a 15% discount (not including alcohol).

Marrow

https://www.marrowmn.com/ (507) 258-4184

Casual fine dining. Tell Marrow you are a Mayo Clinic Executive Health Program patient to begin your evening with a complimentary glass of bubbles.

Bleu Duck Kitchen

https://www.bleuduckkitchen.com/ (507) 258-4663

Unique full service restaurant and event space. Tell Bleu Duck you are a Mayo Clinic Executive Health Program patient to enjoy special pricing on their 3 and 5 course tasting menu and their special wine and craft cocktail flight.

Thai Pop

https://www.thaipopmn.com/ (507) 226-8146

Authentic Thai Cuisine. Tell Thai Pop you are an Executive Health Program patient to receive a complimentary Mocktail with your dinner.

Travel, Lodging & Dining Guide

Rochester, Minnesota Campus

Chester’s Kitchen and Bar

https://chesterskb.com/ (507) 424-1211

Classic American food. Let Chester’s know you are a Mayo Clinic Executive Health Program patient to enjoy a 15% discount (not including alcohol).

Ruth’s Chris Steak House

https://www.ruthschris.com/home/rochester/7384 (507) 246-2344

Well known Steak House conveniently located in the Kahler Grand Hotel.

Pittsburgh Blue

https://pittsburghbluesteak.com/rochester/ (507) 361-2560

Midwest style steakhouse conveniently located in the Hilton Hotel.

Victoria’s Ristorante & Wine Bar

https://www.victoriasmn.com/ (507) 280-6232

Italian restaurant and bar. Victoria’s is conveniently located in Peace Plaza.

Healthy Living Center

Private Dinner at the Chef’s Table

507-293-2933

For a unique personal dining experience inquire about Dinner at the Chef’s Table with Chef Jen Welper, Mayo Clinic’s Executive Wellness Chef and author of our Cook Well, Eat Smart cookbook. Whether a private dinner for you and your spouse/partner or a small gathering with your executive colleagues you’ll enjoy some healthy cooking tips from Chef Jen along with a healthy and delicious meal.

Rejuvenate Spa

(507) 293-2966

Make time in your schedule to enjoy Mayo Clinic’s Rejuvenate Spa on the 5th floor of our Healthy Living Center. Mayo Clinic Executive Health Program patients can take advantage of a 20% discount on spa services including massage, facial, manicure, pedicure, body wrap, acupuncture, waxing, and other options. Be sure to call ahead to make an appointment!

Mayo Clinic does not share or sell patient data. Furthermore, Mayo Clinic does not share patient data or patient lists with any of the entities in this Travel, Lodging and Dining guide. Use of these services is completely voluntary.

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