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Broker brief

C B Tracy & Associates DBA Tracyco

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

Plan year 2024

Groups

Lives under management

1,913

Direct (A)

$332,510

Additional (C)

$25,156

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 2023

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

Δ Groups

No change vs 2023

Δ Lives

−63 · −3.2% vs 2023

Added (0)

None

Dropped (0)

None

Placement peers

Similar placement

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

Loesel-Schaaf Insurance85% mix match · 11 groups · 1,832 lives

Lower Schedule A $/life vs this broker

Babb Inc81% mix match · 15 groups · 5,468 lives

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

Hub Int. (Pa)70% mix match · 13 groups · 3,286 lives

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

Ima Financial Group (Pittsburgh, Pa61% mix match · 16 groups · 5,134 lives

Lower Schedule A $/life vs this broker

Bcf Group55% mix match · 8 groups · 2,046 lives

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

Think differently

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

Pcf Insurance Services Of The West0% mix match · 7 groups · 1,776 lives

Medical: Cigna Health And Life Insurance Company (50%) vs your broker’s Upmc Health Options (75%)

Employee Benefits Consultants, LLC0% mix match · 12 groups · 1,376 lives

Medical: Colonial Life & Accident Insurance Company (33%) vs your broker’s Upmc Health Options (75%)

Ktp Advisors0% mix match · 2 groups · 2,499 lives

Medical: Aetna Health Inc. (50%) vs your broker’s Upmc Health Options (75%)

C H Reams & Associates, Inc0% mix match · 9 groups · 2,551 lives

Medical: Highmark, Inc. (100%) vs your broker’s Upmc Health Options (75%)

Ap Benefit Advisors LLC0% mix match · 8 groups · 1,195 lives

Medical: Cigna Health And Life Insurance Company (33%) vs your broker’s Upmc Health Options (75%)

Coverage mix this year

Medical4

Life4

Dental + Vision2

Vision1

Dental1

Appears alongside

Sun Life Assurance Co Of Canada2

Deluzio & Company LLP2

Upmc Benefit Management1

Relationships

Groups on this book in 2024

Employer	Lives
Private Industry Council Of Westmoreland Fayette, Inc.	302
Duritza Enterprises, Inc.	283
Jamieson Family Markets	229
Affiliated Supervalu Retail Outlets Welfare Plan	433
Turner Dairy Farms	324
Independent Giant Eagle Retail Outlets Welfare Plan	342

Disruption in this book

Flagged groups

Private Industry Council Of Westmoreland Fayette, Inc.
Broker tenure
Duritza Enterprises, Inc.
Carriers added · Carriers removed · Broker tenure
Jamieson Family Markets
Carriers added · Carriers removed · Broker tenure
Affiliated Supervalu Retail Outlets Welfare Plan
Coverage removed in the last 2 years · Broker tenure
Turner Dairy Farms
Coverage added in the last 2 years · Broker tenure
Independent Giant Eagle Retail Outlets Welfare Plan
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed

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Employer

Lives

Private Industry Council Of Westmoreland Fayette, Inc.

302

Duritza Enterprises, Inc.

283

Jamieson Family Markets

229

Affiliated Supervalu Retail Outlets Welfare Plan

433

Turner Dairy Farms

324

Independent Giant Eagle Retail Outlets Welfare Plan

342