1 UTRA Presentation March 26, 2014

Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution, serving more than 319,000 members worldwide Largest locally-owned financial institution in Rochester and is among the top one percent of federally-chartered credit unions ranked by assets 670 employees Human Resources/Community Relations Department: Total Rewards Team – 6 Talent Management Team – 3 Training Team – 6 Employee Communications Team – 3 Public Relations Team - 1 Company Profile

3 Supports and promotes active lifestyles, healthy living, and work- life balance Can be financially rewarding to employees (Healthy Rewards); free Fitness Center saves employees money and time Promotes consumerism – Self-insured High Deductible Health Plan, including health screenings Strengthens employee engagement; contributes significantly to our efforts to be a great place to work Brings fun to the workplace Fully aligns with our core values (especially accountability and caring about people) Why Wellness in the Workplace? Program Benefits

4 Program Structure

5 15 employee cross-functional team led by the Total Rewards Team Plans, develops, and executes program with oversight from Total Rewards Prioritizes health, wellness, and physical activity initiatives based on data from annual Clinical Profile, HRA, and surveys Promotes awareness of wellness programs and events Makes vendor recommendations Program Team

6 Our commitment to wellness is paying off! 2013, 2011, and Top 25 best medium workplaces in America American Heart Association Platinum Fit & Friendly Award 2013 “Returning Honoree”; 2012 “Best In Show”; 2011 “Honoree”– Rochester Business Journal “Wealth of Health” Awards Highest usage (78%) in Excellus’ “Healthy Rewards” program (2013) Innovative wellness tools & activities that promote physical activity and healthy lifestyles – and help to create a great workplace:  Fitness Center, locker and shower facilities  Numerous fitness classes – Zumba, Pilates, Kickboxing, Yoga  Walking Guide / downtown tours  Fun events for all fitness levels and families Highlights and Successes

Challenges Branch inclusion and participation Moving from employer ownership to employee consumerism mentality Measuring ROI Smoking cessation 7

8 ESL Fitness Center

9 Annual Health Fair

Other Wellness Fun

11 Wii Challenge!