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Broker brief

Adp, Inc.

Po Box 842875, Boston, MA 02284 · EIN 22-1467904

Plan year 2023

Groups

Lives under management

2,814

Direct (A)

$44,240

Additional (C)

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Series

Groups1

Book movement

Lancaster groups and lives vs 2022

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

No change vs 2022

Δ Lives

+328 · +13.2% vs 2022

Added (0)

None

Dropped (0)

None

Placement peers

Similar placement

Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.

Webb Insurance, Inc.55% mix match · 12 groups · 2,295 lives

Think differently

Similar book size, different placement mix. Descriptive only — not a recommendation.

First Commonwealth Insurance Agency0% mix match · 10 groups · 2,807 lives

Medical: Upmc Health Options (50%) vs your broker’s Fidelity Security Life (33%)

Delaware Valley Health Care Coalit.0% mix match · 4 groups · 2,801 lives

Medical: Geisinger Quality Options (33%) vs your broker’s Fidelity Security Life (33%)

Loesel-Schaaf Insurance0% mix match · 14 groups · 2,841 lives

Medical: Upmc Health Options (50%) vs your broker’s Fidelity Security Life (33%)

Labor First LLC0% mix match · 4 groups · 3,072 lives

Medical: Blue Medicare Advantage (33%) vs your broker’s Fidelity Security Life (33%)

Pcf Insurance Services Of The West0% mix match · 9 groups · 2,422 lives

Medical: Cigna Health And Life Insurance Company (67%) vs your broker’s Fidelity Security Life (33%)

Coverage mix this year

Life2

Dental1

Appears alongside

Lockton Companies, LLC1

Gallagher Fiduciary Advisors, LLC1

Corporate Synergies Group, LLC1

Creative Benefits, Inc1

Relationships

Groups on this book in 2023

Employer	Lives
Paperworks Industries, Inc.	897
Physicians Endoscopy, LLC	1774
Olympia Chimney Supply Holdings, LLC	143

Disruption in this book

Flagged groups

Paperworks Industries, Inc.
Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Physicians Endoscopy, LLC
Named parties added · Named parties removed · Covered lives moved · Reported premium moved

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Employer

Lives

Paperworks Industries, Inc.

897

Physicians Endoscopy, LLC

1774

Olympia Chimney Supply Holdings, LLC

143