Broker brief

Cbiz Benefits & Ins. Services

P.O. Box 632886, Cincinnati, OH 45263 · EIN 31-1582098

Over time

Change across plan years

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

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.

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

• Delval Equipment Corporation

  Broker tenure

• M&M Displays, Inc

  Named parties added · Broker tenure

• Bally Ribbon Mills Inc

  Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band

• Fxi, Inc.

  Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure

• Arg Management, Inc.

  Named parties added · Broker tenure

• H.F. Lenz Company

  Carriers removed · Broker tenure · Comp % outside peer band

• Bachmann Industries, Inc

  Named parties added · Reported premium moved · Broker tenure

• Milton Hershey School

  Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band

• Havis, Inc.

  Broker tenure

• Enviri Corporation F/K/A Harsco Corporation

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

• Macinnis Group, LLC

  Broker tenure · Comp % outside peer band

• Berwind Corporation

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

• The Glenmede Corporation

  Named parties added · Named parties removed · Carriers removed · Comp % outside peer band

• Pennsylvania Automotive Association

  Named parties added · Named parties removed · Covered lives moved

• Pennsylvania Automotive Association

  Named parties added · Named parties removed

• U.S. Supply Company, Inc.

  Named parties added · Reported premium moved · Broker tenure

• Robert E. Lamb, Inc.

  Named parties added · Broker tenure

• Olson Technologies, Inc.

  Carriers added · Carriers removed · Broker tenure

• Madison Apartment Group, L.P.

  Broker tenure

• Mount Aloysius College

  Broker tenure · Comp % outside peer band

• Laurel Holdings, Inc.

  Named parties added · Comp % outside peer band

• Harrison Senior Living Inc.

  Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• The Graham Company

  Named parties removed · Reported premium moved · Comp % outside peer band

• Allegheny Christian Ministries

  Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure

• Abramson Center For Jewish Life

  Named parties removed · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• Jako Enterprises, LLC

  Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• Connexin Software, Inc

  Broker tenure · Comp % outside peer band

• Martin Oil Company

  Broker tenure

• Knoll, Inc.

  Coverage removed in the last 2 years · Carriers removed · Broker tenure · Comp % outside peer band

• 1st Summit Bancorp

  Reported premium moved · Broker tenure · Comp % outside peer band

• Ballinger Company

  Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band

• Mckean Defense Group, LLC

  Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Venezia Transport Service, Inc.

  Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band

• Somerset Trust Company

  Broker tenure

• Npc Companies

  Broker tenure · Comp % outside peer band

• Rex Heat Treat Lansdale

  Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Mutual Industries

  Reported premium moved · Broker tenure

• Fred Beans Holdings, Inc.

  Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Cmc Energy Services, Inc.

  Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Inspiritec, Inc.

  Reported premium moved · Broker tenure

• Dilworth Paxson, LLP

  Reported premium moved · Broker tenure · Comp % outside peer band

• Rp Management, Inc.

  Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved

• Mccormick Taylor, Inc.

  Named parties removed

• Beaumont Retirement Services Inc.

  Reported premium moved · Broker tenure

• Lifestyle Support Services, Inc.

  Broker tenure

• Lux Global Label Company, LLC

  Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band

• Keystone Surveying & Mapping, Inc.

  Reported premium moved · Broker tenure