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 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

• Woodloch Spa Resort, Lp

  Named parties added · Named parties removed · Carriers added · Covered lives moved · Reported premium moved

• Woodloch Pines, Inc.

  Named parties added · Named parties removed · Carriers removed · Covered lives moved

• Rothrock Motor Sales, Inc.

  Carriers added · Carriers removed · Broker tenure · Comp % outside peer band

• Marty Sussman Organization

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

• St. Barnabas Health System, Inc

  Named parties added · Carriers added

• Margolis Edelstein

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

• Consolidated Scrap Resources, Inc.

  Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band