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Broker brief

Birch Benefits, LLC

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

Plan year 2023

Groups

Lives under management

631,221

Direct (A)

$638,495

Additional (C)

$379,359

Over time

Change across plan years

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

Series

Groups16

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

+5 · +33.3% vs 2022

Δ Lives

+626,004 · +11999.3% vs 2022

Added (5)

Deerfield Agency · 624,112 lives
Zeus Fire And Security LLC · 714 lives
Solomonedwardsgroup, LLC · 305 lives
Centri Business Consulting, LLC · 166 lives
Breeo,LLC · 58 lives

Dropped (0)

None

Placement peers

Similar placement

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

Mercer (Us), Inc.74% mix match · 97 groups · 641,492 lives

Lower Schedule C $/life vs this broker

Pci Insurance Agency62% mix match · 37 groups · 410,865 lives

Lower Schedule A $/life vs this broker

Marsh & Mclennan Agency, LLC East58% mix match · 139 groups · 422,091 lives

Willis Towers Watson Us LLC58% mix match · 35 groups · 486,811 lives

Think differently

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

Bsi Corporate Benefits, Inc.24% mix match · 70 groups · 427,426 lives

Stop-loss: Optum Health (Unimerica Insurance Company) (48%) vs your broker’s HM Life Insurance Company (63%)
Medical: Principal Life Insurance Company (29%) vs your broker’s Independence Blue Cross (33%)
Admin: Capital Bluecross (42%) vs your broker’s Meritain Health (33%)

Alliant Insurance Services, Inc.42% mix match · 64 groups · 598,956 lives

Stop-loss: Everest Reinsurance Company (50%) vs your broker’s HM Life Insurance Company (63%)
Admin: Meritain Health, An Aetna Company (29%) vs your broker’s Meritain Health (33%)

Gallagher Fiduciary Advisors, LLC49% mix match · 151 groups · 351,795 lives

Stop-loss: Optum Health (Unimerica Insurance Company) (25%) vs your broker’s HM Life Insurance Company (63%)
Admin: Capital Bluecross (40%) vs your broker’s Meritain Health (33%)

Coverage mix this year

Dental + Vision9

Life8

Other6

Vision5

Medical4

Dental3

Stop-loss1

Appears alongside

The Benecon Group, LLC6

ConnectCare36

Meritain Health, An Aetna Company3

Kistler Tiffany Benefits Co2

Onedigital (Philadelphia)2

Umr2

Amerihealth Administrators, Inc.2

Marsh & Mclennan Agency, LLC East1

Corporate Synergies Group, LLC1

Capital Bluecross1

Relationships

Groups on this book in 2023

Employer	Lives
Clark Capital Management Group Inc	142
Daniel F Young Inc	163
Playfly Sports	1146
Worth & Company, Inc.	758
Lungpacer Medical Usa Inc	52
Centri Business Consulting, LLC	166
Zeus Fire And Security LLC	714
Talon Management Services, LLC	230
Janney Montgomery Scott LLC	788
Solomonedwardsgroup, LLC	305
The Malvern School Of Glen Mills	446
Energage, LLC	107
Novak Francella LLC	151
Security Risk Advisors Intl, LLC	206
Breeo,LLC	58
Valsource Inc.	535
Polysciences, Inc.	526
Deerfield Agency	624112
Children And Adults Disability And Education Services	410
Security Risk Advisors Intl, LLC	206

Disruption in this book

Flagged groups

Clark Capital Management Group Inc
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Daniel F Young Inc
Coverage added in the last 2 years · Carriers added · Covered lives moved
Playfly Sports
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Worth & Company, Inc.
Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Lungpacer Medical Usa Inc
Reported premium moved · Broker tenure
Talon Management Services, LLC
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Janney Montgomery Scott 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
Solomonedwardsgroup, LLC
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
The Malvern School Of Glen Mills
Coverage removed in the last 2 years
Energage, LLC
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Reported premium moved
Novak Francella LLC
Named parties removed · Reported premium moved
Security Risk Advisors Intl, LLC
Named parties added · Named parties removed · Reported premium moved · Broker tenure
Valsource Inc.
Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Polysciences, Inc.
Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Deerfield Agency
Comp % outside peer band
Children And Adults Disability And Education Services
Reported premium moved · Broker tenure
Security Risk Advisors Intl, LLC
Named parties added · Named parties removed · Reported premium moved · Broker tenure

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