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 2023

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

• Dilworth Paxson, LLP

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

• Olson Technologies, 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

• Havis, Inc.

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

• Berks New Homes, LLC

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

• Mount Aloysius College

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

• M&M Displays, Inc

  Carriers added · Broker tenure

• Macinnis Group, LLC

  Broker tenure · Comp % outside peer band

• Bachmann Industries, Inc

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

• Mccormick Taylor, Inc.

  Reported premium moved · Broker tenure

• Arg Management, Inc.

  Carriers added · Broker tenure

• U.S. Supply Company, Inc.

  Carriers added · Broker tenure

• Bally Ribbon Mills Inc

  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

• Madison Apartment Group, L.P.

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

• Cambria County Association For The Blind And Handicapped

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

• Venezia Transport Service, Inc.

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

• Somerset Trust Company

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

• The Globe Pequot Publishing Group, Inc.

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

• Mccabe, Weisberg & Conway, LLC

  Named parties added · 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

• Fedex Supply Chain

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

• Robert E. Lamb, Inc.

  Named parties added · Named parties removed · Carriers added · Carriers removed · Broker tenure

• H.F. Lenz Company

  Broker tenure

• Susquehanna University

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

• Delval Equipment Corporation

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

• Ballinger Company

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

• Allegheny Christian Ministries

  Carriers removed · Reported premium moved · Broker tenure

• Esbenshade'S Greenhouses

  Coverage added in the last 2 years · Coverage removed in the last 2 years

• 1st Summit Bancorp

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

• Martin Oil Company

  Broker tenure

• Jako Enterprises, LLC

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

• Connexin Software, Inc

  Reported premium moved · Broker tenure

• Mutual Industries

  Reported premium moved

• Enviri Corporation F/K/A Harsco Corporation

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

• Berwind Corporation

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

• Fxi, Inc.

  Covered lives moved · Reported premium moved · Broker tenure

• Pennsylvania Automotive Association

  Named parties added · Named parties removed

• Pennsylvania Automotive Association

  Named parties added · Named parties removed

• D. C. Humphrys Co.

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

• Keystone Surveying & Mapping, Inc.

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

• Rex Heat Treat Lansdale

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

• Inspiritec, Inc.

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