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Broker brief

Birch Benefits, LLC

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

Plan year 2025

Groups

Lives under management

5,688

Direct (A)

$723,016

Additional (C)

$121,604

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 2024

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

Δ Groups

−7 · −30.4% vs 2024

Δ Lives

−1,878 · −24.8% vs 2024

Added (3)

Metro Philly Management Solutions LLC · 496 lives
Gemini Bakery Equipment Company · 161 lives
Gorski Engineering, Inc. · 39 lives

Dropped (10)

The Malvern School Of Glen Mills · 446 lives
Children And Adults Disability And Education Services · 384 lives
Polysciences, Inc. · 262 lives
Maritime Academy Charter School · 213 lives
Valsource Inc. · 212 lives
Novak Francella LLC · 159 lives
Deerfield Agency · 153 lives
Energage, LLC · 134 lives

Placement peers

Similar placement

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

Amerihealth Administrators, Inc.82% mix match · 14 groups · 3,310 lives

Lower Schedule A / Schedule C $/life vs this broker

Rsc Insurance Brokerage, Inc.59% mix match · 13 groups · 4,892 lives

Lower Schedule A / Schedule C $/life vs this broker

Ingroup Associates, Inc.56% mix match · 19 groups · 5,458 lives

Lower Schedule A / Schedule C $/life vs this broker

Plansource Benefits Administration54% mix match · 7 groups · 4,537 lives

Lower Schedule A / Schedule C $/life vs this broker

Think differently

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

Reschini Agency., Inc.0% mix match · 7 groups · 7,680 lives

Medical: Metropolitan Life Insurance Company (67%) vs your broker’s Independence Blue Cross (56%)

Mcgriff Insurance Services Inc.14% mix match · 12 groups · 3,573 lives

Stop-loss: Crum & Forster (80%) vs your broker’s HM Life Insurance Company (40%)
Medical: Highmark Inc. (67%) vs your broker’s Independence Blue Cross (56%)
Admin: Capital Bluecross (40%) vs your broker’s Capital Advantage Assurance Company (33%)

Davevic Benefit Consultants17% mix match · 9 groups · 2,940 lives

Medical: Highmark Inc. (56%) vs your broker’s Independence Blue Cross (56%)

Brown & Brown Of Pennsylvania19% mix match · 20 groups · 3,114 lives

Stop-loss: Crum & Forster (46%) vs your broker’s HM Life Insurance Company (40%)
Medical: Capital Advantage Assurance Company (33%) vs your broker’s Independence Blue Cross (56%)
Admin: Capital Bluecross (30%) vs your broker’s Capital Advantage Assurance Company (33%)

Ima Financial Group (Pittsburgh, Pa20% mix match · 8 groups · 2,951 lives

Medical: Highmark Inc. (33%) vs your broker’s Independence Blue Cross (56%)

Coverage mix this year

Vision6

Other5

Life5

Dental4

Medical4

Dental + Vision3

Stop-loss2

AD&D1

Appears alongside

Kistler Tiffany Benefits Co4

Onedigital (Philadelphia)3

Emerson Rogers LLC2

The Benecon Group, LLC2

Meritain Health, An Aetna Company2

Capital Advantage Assurance Company1

Innovative Benefit Planning, LLC1

James R Nelligan & Associates1

Marsh & Mclennan Agency, LLC East1

Revivehealth, Inc.1

Relationships

Groups on this book in 2025

Employer	Lives
Evans Network Services, Inc.	509
Gemini Bakery Equipment Company	161
Centri Business Consulting, LLC	169
Janney Montgomery Scott LLC	219
Gorski Engineering, Inc.	39
Clark Capital Management Group Inc	152
Zeus Fire And Security LLC	819
Talon Management Services, LLC	254
Solomonedwardsgroup, LLC	241
Security Risk Advisors Intl, LLC	260
Worth & Company, Inc.	898
Daniel F Young Inc	171
Playfly Sports	826
Thompson Toyota, Inc.	367
Metro Philly Management Solutions LLC	496
Maritime Academy Charter School	107

Disruption in this book

Flagged groups

Evans Network Services, Inc.
Named parties removed · Covered lives moved
Gemini Bakery Equipment Company
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Centri Business Consulting, LLC
Coverage added in the last 2 years · Coverage removed in the last 2 years · Broker tenure · Comp % outside peer band
Janney Montgomery Scott LLC
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Gorski Engineering, Inc.
Named parties added · Named parties removed
Clark Capital Management Group Inc
Named parties added
Zeus Fire And Security LLC
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed
Talon Management Services, LLC
Broker tenure
Solomonedwardsgroup, LLC
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed
Security Risk Advisors Intl, LLC
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Worth & Company, Inc.
Named parties added · Named parties removed · Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Daniel F Young Inc
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed
Playfly Sports
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Broker tenure · Comp % outside peer band
Thompson Toyota, Inc.
Named parties removed · Comp % outside peer band
Metro Philly Management Solutions LLC
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Maritime Academy Charter School
Named parties removed · Carriers added · Carriers removed · Reported premium moved

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