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Broker brief

Bsi Corporate Benefits, Inc.

79 W Market St Ste 400, Bethlehem, PA 18018 · EIN 51-0467698

Plan year 2020

Groups

Lives under management

7,933

Direct (A)

$470,592

Additional (C)

$2,092,609

Over time

Change across plan years

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

Series

Groups40

Book movement

Lancaster groups and lives

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

Δ Groups

No prior year

Δ Lives

No prior year

Added (43)

Kidspeace Corporation · 1,498 lives
Lifepath, Inc. · 986 lives
Hospital Central Services, Inc. · 626 lives
Wilkes University · 567 lives
Just Born, Inc. · 504 lives
People First Federal Credit Union · 249 lives
Eagleville Hospital · 232 lives
Steve Shannon Tire Company Inc · 189 lives

Dropped (0)

None

Placement peers

Similar placement

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

Pci Insurance Agency93% mix match · 44 groups · 6,088 lives

Lower Schedule C $/life vs this broker

Engle, Hambright & Davies, Inc.71% mix match · 68 groups · 15,404 lives

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

Tompkins Insurance71% mix match · 35 groups · 15,088 lives

Lower Schedule C $/life vs this broker

Patriot (Power-Kunkle Group, Inc.)69% mix match · 47 groups · 10,382 lives

Lower Schedule C $/life vs this broker

Brown & Brown Of Pennsylvania68% mix match · 55 groups · 13,239 lives

Lower Schedule C $/life vs this broker

Think differently

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

Roche Financial Inc0% mix match · 5 groups · 9,490 lives

Medical: American Fidelity Assurance Company (40%) vs your broker’s Capital Advantage Assurance Company (25%)

Labor First LLC0% mix match · 4 groups · 5,002 lives

Medical: Hartford Life And Accident (33%) vs your broker’s Capital Advantage Assurance Company (25%)

Armstrong, Doyle & Carroll, Inc.0% mix match · 19 groups · 4,337 lives

Medical: Independence Blue Cross (67%) vs your broker’s Capital Advantage Assurance Company (25%)

Lillis Mckibben Bongiovanni & Co (L8% mix match · 20 groups · 4,782 lives

Stop-loss: Aetna Life Insurance Co (25%) vs your broker’s Everest Reinsurance Company (92%)
Medical: Upmc Health Options (38%) vs your broker’s Capital Advantage Assurance Company (25%)

Onedigital (Philadelphia)10% mix match · 25 groups · 6,997 lives

Medical: Independence Blue Cross (57%) vs your broker’s Capital Advantage Assurance Company (25%)

Coverage mix this year

Life30

Other24

Dental13

AD&D13

Dental + Vision9

Vision8

Medical1

Appears alongside

United Concordia Companies, Inc.5

Geisinger Health Plan3

Capital Advantage Assurance Company2

Telemedicine Mananagent2

Mcgriff Insurance Services Inc.2

Relationships

Groups on this book in 2020

Employer	Lives
Greenell Corporation	93
Concannon, Miller & Co., P.C.	94
Stellar Technology Solutions, LLC	98
Press-Enterprise, Inc.	112
Just Born, Inc.	504
Geo. W. Kistler, Inc.	179
Kmel Corporation	74
Abeloff Auto Group, Inc.	69
The Tuthill Corporation	117
Steve Shannon Tire Company Inc	189
Mcs Industries, Inc.	175
Michelman Steel Enterprises, Inc.	39
People First Federal Credit Union	249
Wi Holdings Inc.	107
Kidspeace Corporation	1498
Hanover Engineering Associates, Inc.	64
Fabtex, Inc.	101
Scott Cars, Inc. Group Insurance Plan	126
Eastern Pennsylvania Gastroenterology & Liver Specialists, P.C.	107
King, Spry, Herman, Freund & Faul, LLC	56
One Point, Inc.	93
Gross Mcginley, LLP	79
Buckno Lisicky & Company	49
Lvl Engineering Group, Inc.	33
L & M Fabrication And Machine, Inc.	66
Environmental Waste Minimization, Inc.	154
Wilkes University	567
Andesa Services	170
Lifepath, Inc.	986
Artsquest	68
Hospital Central Services, Inc.	626
Lehigh Valley Public Telecommunications Corp	100
Via Of The Lehigh Valley, Inc.	100
Eagleville Hospital	232
Vistacom, Inc.	101
Adept Group LLC	64
T. C. Motor Car Company	27
Jerdon Construction Services LLC	48
Four Winds Concrete, Inc	50
The Arc Of Lehigh And Northampton Counties, Inc.	68
Rolling Rock Building Stone, Inc.	68
Lv Baseball Lp DBA Lehigh Valley Ironpigs	53
Integra Business Center, Inc.	80

Disruption in this book

Flagged groups

Stellar Technology Solutions, LLC
Comp % outside peer band
Press-Enterprise, Inc.
Comp % outside peer band
The Tuthill Corporation
Comp % outside peer band
Mcs Industries, Inc.
Comp % outside peer band
People First Federal Credit Union
Comp % outside peer band
Kidspeace Corporation
Comp % outside peer band
Hanover Engineering Associates, Inc.
Comp % outside peer band
Buckno Lisicky & Company
Comp % outside peer band
L & M Fabrication And Machine, Inc.
Comp % outside peer band
Via Of The Lehigh Valley, Inc.
Comp % outside peer band
Eagleville Hospital
Comp % outside peer band
Adept Group LLC
Comp % outside peer band
Jerdon Construction Services LLC
Comp % outside peer band
Four Winds Concrete, Inc
Comp % outside peer band
The Arc Of Lehigh And Northampton Counties, Inc.
Comp % outside peer band
Lv Baseball Lp DBA Lehigh Valley Ironpigs
Comp % outside peer band
Integra Business Center, Inc.
Comp % outside peer band

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