Broker brief

Brokerage Concepts, Inc.

512 Township Line Road, Blue Bell, PA 19422 · EIN 11-3667763

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2018

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.

No similar-placement peers in this year.

Think differently

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

Disruption in this book

Flagged groups

• Hiossen, Inc.

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

• Margolis Edelstein

  Comp % outside peer band

• St. Barnabas Health System, Inc

  Comp % outside peer band