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Broker brief

Cbiz, Inc.

401 Plymouth Rd, Plymouth Meeting, PA 19462 · EIN 22-2769024

Plan year 2021

Groups

Lives under management

Direct (A)

Additional (C)

$44,165

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 2020

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 2020

Δ Lives

−2 · −3.6% vs 2020

Added (0)

None

Dropped (0)

None

Placement peers

Similar placement

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

No similar-placement peers in this year.

Think differently

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

Benefit Planners Associates0% mix match · 2 groups · 57 lives

Stop-loss: Companion Life (50%) vs your broker’s Everest Reinsurance Co. (50%)

Coverage mix this year

No reported values in this filter.

Appears alongside

Cbiz Benefits & Ins. Services1

Relationships

Groups on this book in 2021

Employer	Lives
Zieger & Sons, Inc.	22
Olson Technologies, Inc.	32

Disruption in this book

Flagged groups

Zieger & Sons, Inc.
Named parties added · Broker tenure
Olson Technologies, Inc.
Carriers added · Carriers removed · Broker tenure

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