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Broker brief

Aperture Consulting - Richard Wilbe

250 E Beaver Ave Ste 756, State College, PA 16801 · EIN 82-3893719

Plan year 2021

Groups

Lives under management

355

Direct (A)

$26,820

Additional (C)

$19,224

Over time

Change across plan years

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

Series

Groups4

Book movement

Lancaster groups and lives vs 2020

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

Δ Groups

+1 · +50.0% vs 2020

Δ Lives

−92 · −20.6% vs 2020

Added (2)

Balfurd Cleaners, Inc. · 67 lives
Envinity, Inc. · 59 lives

Dropped (1)

Little League Baseball Inc · 259 lives

Placement peers

Similar placement

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

Swift Kennedy & Associates, Inc.58% mix match · 9 groups · 1,014 lives

Lower Schedule C $/life vs this broker

Conrad Siegel Inc.50% mix match · 4 groups · 559 lives

Lower Schedule C $/life vs this broker

Think differently

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

Ejo Iii Inc.0% mix match · 3 groups · 566 lives

Medical: Cigna Health And Life Insurance Company (100%) vs your broker’s Capital Advantage Assurance Company (50%)

Manufacturer & Business Association0% mix match · 5 groups · 617 lives

Medical: Highmark, Inc. (50%) vs your broker’s Capital Advantage Assurance Company (50%)

Emerson Rogers LLC0% mix match · 2 groups · 784 lives

Medical: Independence Blue Cross (50%) vs your broker’s Capital Advantage Assurance Company (50%)

Bcf Group0% mix match · 4 groups · 898 lives

Medical: Geisinger (50%) vs your broker’s Capital Advantage Assurance Company (50%)

Hilb Group Of Maryland33% mix match · 3 groups · 767 lives

Medical: Aflac (50%) vs your broker’s Capital Advantage Assurance Company (50%)

Coverage mix this year

Medical1

Life1

Vision1

Dental + Vision1

Appears alongside

The Benecon Group, LLC1

Capital Bluecross1

ConnectCare31

Relationships

Groups on this book in 2021

Employer	Lives
Centre Care, Inc. D/B/A Centre Crest	229
Balfurd Cleaners, Inc.	67
Envinity, Inc.	59

Disruption in this book

Flagged groups

Centre Care, Inc. D/B/A Centre Crest
Reported premium moved · Broker tenure · Comp % outside peer band
Balfurd Cleaners, Inc.
Named parties added · Carriers added · Covered lives moved

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Employer

Lives

Centre Care, Inc. D/B/A Centre Crest

229

Balfurd Cleaners, Inc.

Envinity, Inc.