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Broker brief

C B Tracy & Associates DBA Tracyco

506 Pellis Road, Greensburg, PA 15601 · EIN 25-1353456

Plan year 2020

Groups

Lives under management

2,307

Direct (A)

$245,691

Additional (C)

$32,284

Over time

Change across plan years

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

Series

Groups2

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 (7)

Independent Giant Eagle Retail Outlets Welfare Plan · 475 lives
Affiliated Supervalu Retail Outlets Welfare Plan · 473 lives
Duritza Enterprises, Inc. · 363 lives
Turner Dairy Farms · 337 lives
Private Industry Council Of Westmoreland Fayette, Inc. · 292 lives
Jamieson Family Markets · 288 lives
Marckisotto Markets Inc. · 79 lives

Dropped (0)

None

Placement peers

Similar placement

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

Davevic Benefit Consultants90% mix match · 17 groups · 6,298 lives

Lower Schedule C $/life vs this broker

Lillis Mckibben Bongiovanni & Co (L84% mix match · 20 groups · 4,782 lives

Lower Schedule C $/life vs this broker

The Dbj Group Inc76% mix match · 15 groups · 2,871 lives

Lower Schedule C $/life vs this broker

First National Insurance Agency69% mix match · 15 groups · 4,084 lives

Lower Schedule C $/life vs this broker

United Concordia Companies, Inc.67% mix match · 3 groups · 2,135 lives

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

Think differently

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

Innovative Benefit Planning, LLC0% mix match · 9 groups · 2,277 lives

Medical: Cigna Health And Life Insurance Company (50%) vs your broker’s Upmc Health Options (60%)

Employee Benefits Consultants, LLC0% mix match · 6 groups · 2,063 lives

Medical: Aetna Life Insurance Co. (33%) vs your broker’s Upmc Health Options (60%)

Strickler Agency, Inc.0% mix match · 22 groups · 2,567 lives

Medical: Capital Advantage Assurance Company (50%) vs your broker’s Upmc Health Options (60%)

Fairmount Benefits, Inc.0% mix match · 9 groups · 2,040 lives

Medical: Independence Blue Cross (43%) vs your broker’s Upmc Health Options (60%)

Birch Benefits, LLC0% mix match · 7 groups · 1,878 lives

Medical: Independence Blue Cross (60%) vs your broker’s Upmc Health Options (60%)

Coverage mix this year

Medical5

Life4

Vision3

Dental2

Appears alongside

Upmc Benefit Management1

The Dbj Group Inc1

Relationships

Groups on this book in 2020

Employer	Lives
Private Industry Council Of Westmoreland Fayette, Inc.	292
Marckisotto Markets Inc.	79
Duritza Enterprises, Inc.	363
Jamieson Family Markets	288
Independent Giant Eagle Retail Outlets Welfare Plan	475
Affiliated Supervalu Retail Outlets Welfare Plan	473
Turner Dairy Farms	337

Disruption in this book

Flagged groups

No disruption flags on this book this year.

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