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Broker brief

C B Tracy & Associates DBA Tracyco

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

Plan year 2021

Groups

Lives under management

1,710

Direct (A)

$253,696

Additional (C)

$23,240

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 vs 2020

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

Δ Groups

−1 · −14.3% vs 2020

Δ Lives

−597 · −25.9% vs 2020

Added (0)

None

Dropped (1)

Affiliated Supervalu Retail Outlets Welfare Plan · 473 lives

Placement peers

Similar placement

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

Manufacturer & Business Association89% mix match · 5 groups · 617 lives

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

Ima Financial Group (Pittsburgh, Pa80% mix match · 8 groups · 2,243 lives

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

Lillis Mckibben Bongiovanni & Co (L80% mix match · 20 groups · 4,554 lives

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

Loesel-Schaaf Insurance73% mix match · 14 groups · 3,531 lives

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

C H Reams & Associates, Inc65% mix match · 14 groups · 3,491 lives

Lower Schedule C $/life vs this broker

Think differently

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

Meritain Health, An Aetna Company0% mix match · 6 groups · 1,734 lives

Medical: Meritain Health, Inc. (67%) vs your broker’s Highmark, Inc. (40%)

Employee Benefits Consultants, LLC0% mix match · 7 groups · 1,653 lives

Medical: Capital Advantage Assurance Company (50%) vs your broker’s Highmark, Inc. (40%)

Beneserv, A Division Of Onedigital0% mix match · 4 groups · 1,524 lives

Medical: Aetna Health Of California, Inc. (50%) vs your broker’s Highmark, Inc. (40%)

Navigation Benefits LLC0% mix match · 8 groups · 2,230 lives

Medical: Independence Blue Cross (33%) vs your broker’s Highmark, Inc. (40%)

United Of Omaha Life Insurance Comp0% mix match · 4 groups · 1,152 lives

Medical: Capital Advantage Assurance Company (50%) vs your broker’s Highmark, Inc. (40%)

Coverage mix this year

Medical5

Vision3

Life3

Dental1

Appears alongside

Upmc Benefit Management1

Relationships

Groups on this book in 2021

Employer	Lives
Private Industry Council Of Westmoreland Fayette, Inc.	294
Marckisotto Markets Inc.	79
Duritza Enterprises, Inc.	341
Jamieson Family Markets	239
Independent Giant Eagle Retail Outlets Welfare Plan	416
Turner Dairy Farms	341

Disruption in this book

Flagged groups

Private Industry Council Of Westmoreland Fayette, Inc.
Broker tenure
Marckisotto Markets Inc.
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Duritza Enterprises, Inc.
Carriers added · Carriers removed · Broker tenure
Jamieson Family Markets
Covered lives moved · Broker tenure
Independent Giant Eagle Retail Outlets Welfare Plan
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
Turner Dairy Farms
Carriers added · Carriers removed · Broker tenure

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Employer

Lives

Private Industry Council Of Westmoreland Fayette, Inc.

294

Marckisotto Markets Inc.

Duritza Enterprises, Inc.

341

Jamieson Family Markets

239

Independent Giant Eagle Retail Outlets Welfare Plan

416

Turner Dairy Farms

341