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 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

• The Glenmede Corporation

  Named parties removed · Comp % outside peer band

• Dilworth Paxson, LLP

  Carriers added · Broker tenure

• Rp Management, Inc.

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

• Berwind Corporation

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

• Client Solution Architects LLC

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

• Enviri Corporation F/K/A Harsco Corporation

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

• H.F. Lenz Company

  Broker tenure

• Bachmann Industries, Inc

  Named parties removed · Broker tenure

• Robert E. Lamb, Inc.

  Broker tenure

• Olson Technologies, Inc.

  Broker tenure

• Martin Oil Company

  Broker tenure

• Fedex Supply Chain

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

• Beaumont Retirement Services Inc.

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

• M&M Displays, Inc

  Named parties removed · Broker tenure

• Fxi, Inc.

  Named parties removed · Reported premium moved

• Arg Management, Inc.

  Named parties removed · Broker tenure

• Mount Aloysius College

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

• Macinnis Group, LLC

  Reported premium moved · Broker tenure

• Mccormick Taylor, Inc.

  Coverage removed in the last 2 years · Carriers removed · Covered lives moved

• Mccabe, Weisberg & Conway, LLC

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

• Pennsylvania Automotive Association

  Named parties added · Named parties removed · Reported premium moved

• Pennsylvania Automotive Association

  Named parties added · Named parties removed · Reported premium moved

• Havis, Inc.

  Broker tenure

• Bally Ribbon Mills Inc

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

• U.S. Supply Company, Inc.

  Named parties removed · Reported premium moved · Broker tenure

• Delval Equipment Corporation

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

• Madison Apartment Group, L.P.

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

• Lifestyle Support Services, Inc.

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

• Ballinger Company

  Named parties added

• Venezia Transport Service, Inc.

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

• The Graham Company

  Reported premium moved · Comp % outside peer band

• Fred Beans Holdings, Inc.

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

• Inspiritec, Inc.

  Reported premium moved · Broker tenure

• Connexin Software, Inc

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

• Allegheny Christian Ministries

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

• Knoll, Inc.

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

• Rex Heat Treat Lansdale

  Named parties added · Named parties removed · Covered lives moved

• Us Hydrations

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

• 1st Summit Bancorp

  Broker tenure · Comp % outside peer band

• Cambria County Association For The Blind And Handicapped

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

• Lux Global Label Company, LLC

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

• Cmc Energy Services, Inc.

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

• Somerset Trust Company

  Broker tenure

• Mutual Industries

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

• Jako Enterprises, LLC

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

• Abramson Center For Jewish Life

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

• Client Solution Architects LLC

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

• Keystone Surveying & Mapping, Inc.

  Covered lives moved · Broker tenure