Broker brief

Alight Solutions LLC

Attn Donna Johnson, Dallas, TX 75202 · EIN 82-1061233

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2023

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

Placement peers

Similar placement

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

No similar-placement peers in this year.

Think differently

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

Disruption in this book

Flagged groups

• Airgas Inc.

  Carriers added · Carriers removed · Covered lives moved · Broker tenure

• Penske Truck Leasing Co., Lp

  Named parties added · Named parties removed · Carriers added · Carriers removed

• Ppl Services Corporation

  Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Ricoh Usa, Inc.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band

• Weis Markets, Inc.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Catapult Learning, LLC

  Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Brenntag North America, Inc.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed