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Broker brief

Central Pa Benefit Solutions

2738 West College Ave., State College, PA 16801 · EIN 46-4632328

Plan year 2022

Groups

Lives under management

512

Direct (A)

$2,181

Additional (C)

$12,916

Over time

Change across plan years

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

Series

Groups1

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.

Δ Groups

No change vs 2021

Δ Lives

−38 · −6.9% vs 2021

Added (0)

None

Dropped (0)

None

Placement peers

Similar placement

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

Tycor Benefit Administrators, Inc.63% mix match · 4 groups · 592 lives

Think differently

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

Trustmark Health Benefits, Inc.0% mix match · 2 groups · 475 lives

Stop-loss: Hcc Life Insurance Company (100%) vs your broker’s Everest Reinsurance Company (50%)

Brokerage Concepts, Inc.0% mix match · 4 groups · 582 lives

Stop-loss: Berkely Life & Health Insurance Company (33%) vs your broker’s Everest Reinsurance Company (50%)

Independence Blus Cross0% mix match · 2 groups · 362 lives

Stop-loss: Sun Life Assurance Company Of Canada (50%) vs your broker’s Everest Reinsurance Company (50%)

Umr, Inc.0% mix match · 2 groups · 1,372 lives

Stop-loss: Sun Life Assurance Company Of Canada (100%) vs your broker’s Everest Reinsurance Company (50%)

Rxbenefits, Inc.0% mix match · 4 groups · 1,503 lives

Stop-loss: Symetra Life Insurance Company (67%) vs your broker’s Everest Reinsurance Company (50%)

Coverage mix this year

Vision3

Life1

Appears alongside

Relationships

Groups on this book in 2022

Employer	Lives
Penns Woods Bancorp, Inc.	407
Susque-View Home, Inc.	34
American Exploration Holding Company	71

Disruption in this book

Flagged groups

Penns Woods Bancorp, Inc.
Named parties added · Carriers added · Carriers removed · Reported premium moved
Susque-View Home, Inc.
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
American Exploration Holding Company
Named parties added · Reported premium moved · Broker tenure

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Employer

Lives

Penns Woods Bancorp, Inc.

407

Susque-View Home, Inc.

American Exploration Holding Company