Broker brief

C B Tracy & Associates DBA Tracyco

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

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2021

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

• Private Industry Council Of Westmoreland Fayette, Inc.

  Broker tenure

• Jamieson Family Markets

  Carriers added · Carriers removed · Broker tenure

• Affiliated Supervalu Retail Outlets Welfare Plan

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

• Duritza Enterprises, Inc.

  Carriers added · Carriers removed · 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 · Reported premium moved

• Turner Dairy Farms

  Coverage added in the last 2 years · Carriers added · Broker tenure