Broker brief

Birch Benefits, LLC

24 Louella Court, Suite 301, Wayne, PA 19087 · EIN 83-1352484

Over time

Change across plan years

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

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.

Placement peers

Similar placement

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

Think differently

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

Disruption in this book

Flagged groups

• The Malvern School Of Glen Mills

  Named parties added · Named parties removed

• Daniel F Young Inc

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

• Janney Montgomery Scott LLC

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

• Security Risk Advisors Intl, LLC

  Carriers added · Covered lives moved · Reported premium moved · Broker tenure

• Lungpacer Medical Usa Inc

  Named parties added · Named parties removed · Reported premium moved

• Energage, LLC

  Named parties added · Named parties removed

• Children And Adults Disability And Education Services

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

• Valsource Inc.

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

• Polysciences, Inc.

  Covered lives moved · Reported premium moved · Broker tenure

• Novak Francella LLC

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