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Broker brief

Benefit Connections, Inc.

43 Eastgate Dr Ste 100, Carlisle, PA 17015 · EIN 20-2077105

Plan year 2020

Groups

Lives under management

2,180

Direct (A)

$148,151

Additional (C)

$53,556

Over time

Change across plan years

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

Series

Groups5

Book movement

Lancaster groups and lives

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

Δ Groups

No prior year

Δ Lives

No prior year

Added (7)

Rhi Us Ltd · 1,446 lives
Daily Express, Inc. · 223 lives
Community Aid, Inc. · 184 lives
Rice Fruit Company · 173 lives
International Marketing, Inc. · 61 lives
Salzmann Hughes, P.C. · 54 lives
New Hope Ministries, Inc. · 39 lives

Dropped (0)

None

Placement peers

Similar placement

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

Webb Insurance, Inc.89% mix match · 7 groups · 1,382 lives

Pci Insurance Agency88% mix match · 44 groups · 6,088 lives

Strickler Agency, Inc.86% mix match · 22 groups · 2,567 lives

Lower Schedule A $/life vs this broker

Univest Insurance, LLC82% mix match · 16 groups · 3,983 lives

Commonwealth Financial Group82% mix match · 18 groups · 1,833 lives

Lower Schedule A $/life vs this broker

Think differently

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

Delaware Valley Health Care Coalit.0% mix match · 3 groups · 1,788 lives

Stop-loss: The Union Labor Life Insurance Co (50%) vs your broker’s Everest Reinsurance Company (67%)

Rxbenefits, Inc.0% mix match · 4 groups · 1,417 lives

Stop-loss: Sun Life Assurance (50%) vs your broker’s Everest Reinsurance Company (67%)

Meritain Health, An Aetna Company0% mix match · 5 groups · 3,056 lives

Stop-loss: Hcc Life Insurance Company (75%) vs your broker’s Everest Reinsurance Company (67%)

Brokerage Concepts, Inc.0% mix match · 7 groups · 880 lives

Stop-loss: Berkley Life & Health Insurance Company (33%) vs your broker’s Everest Reinsurance Company (67%)

United Of Omaha Life Insurance Comp0% mix match · 4 groups · 786 lives

Stop-loss: Capital Advantage Insurance Company (50%) vs your broker’s Everest Reinsurance Company (67%)

Coverage mix this year

Life6

Vision6

Dental3

Stop-loss2

AD&D1

Other1

Appears alongside

The Benecon Group, LLC5

Connectcare 34

Highmark, Inc.3

Capital Blue Cross3

United Concordia Companies, Inc.2

Aon Consulting, Inc.1

Boyer & Ritter LLC1

Relationships

Groups on this book in 2020

Employer	Lives
Community Aid, Inc.	184
Rhi Us Ltd	1446
Rice Fruit Company	173
New Hope Ministries, Inc.	39
Daily Express, Inc.	223
International Marketing, Inc.	61
Salzmann Hughes, P.C.	54

Disruption in this book

Flagged groups

Rhi Us Ltd
Comp % outside peer band
Daily Express, Inc.
Comp % outside peer band
International Marketing, Inc.
Comp % outside peer band

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