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Broker brief

Commonwealth Financial Group

2 Barlow Cir # C, Dillsburg, PA 17019 · EIN 23-2399040

Plan year 2024

Groups

Lives under management

1,357

Direct (A)

$18,449

Additional (C)

$137,414

Over time

Change across plan years

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

Series

Groups19

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.

Δ Groups

−1 · −5.0% vs 2023

Δ Lives

−164 · −10.8% vs 2023

Added (0)

None

Dropped (1)

Jvh Excavating, Inc. · 31 lives

Placement peers

Similar placement

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

Mpb Risk Services, LLC99% mix match · 21 groups · 2,126 lives

Strickler Agency, Inc.95% mix match · 21 groups · 2,978 lives

Ap Benefit Advisors LLC91% mix match · 8 groups · 1,195 lives

Lower Schedule A / Schedule C $/life vs this broker

Pci Insurance Agency87% mix match · 31 groups · 2,359 lives

Alpha Benefits Group, Inc84% mix match · 9 groups · 780 lives

Lower Schedule C $/life vs this broker

Think differently

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

Loesel-Schaaf Insurance0% mix match · 11 groups · 1,832 lives

Stop-loss: Symetra Life Insurance Company (67%) vs your broker’s HM Life Insurance Company (53%)

Frissora & Associates, LLC0% mix match · 14 groups · 4,026 lives

Stop-loss: Symetra Life Insurance Company (69%) vs your broker’s HM Life Insurance Company (53%)

Tycor Benefit Administrators, Inc.19% mix match · 6 groups · 510 lives

Stop-loss: Everest Reinsurance Company (75%) vs your broker’s HM Life Insurance Company (53%)
Admin: Meritain Health, An Aetna Company (75%) vs your broker’s Capital Bluecross (71%)

Sterling Benefits, LLC32% mix match · 12 groups · 3,344 lives

Admin: Independence Administrators (Ia) (71%) vs your broker’s Capital Bluecross (71%)

Fairmount Benefits, Inc.32% mix match · 12 groups · 3,613 lives

Admin: Independence Administrators (Ia) (43%) vs your broker’s Capital Bluecross (71%)

Coverage mix this year

Dental5

Other4

Dental + Vision3

AD&D2

Life2

Appears alongside

The Benecon Group18

Mpb Risk Services, LLC18

Capital Bluecross14

Connectcare 35

Revivehealth, Inc.2

Highmark Blue Shield (Central)1

Relationships

Groups on this book in 2024

Employer	Lives
Cpa Pavement Services, Inc.	43
Apex Homes Of Pa., LLC	83
Karns Prime & Fancy Food, Ltd.	345
Pro-Cut Construction Services, Inc.	32
A.P. Williams, Inc.	100
The Frog Switch And Manufacturing Company	—
Byron Waggoner Construction, Inc.	162
Littlestown Foundry, Inc.	46
Holland Construction Corporation	23
Leer Electric, Inc.	41
Bob Ruth Ford Inc	90
Higher Information Group, LLC	86
Process Control Specialists, Inc	41
Buchanan Automotive, Inc.	87
Orx Railway Corporation	60
Capozzi Adler, P.C.	27
Jer-Lyn, Inc.	19
Latsha, Davis & Marshall, P.C.	15
Ken Weaver Meats, Inc.	57

Disruption in this book

Flagged groups

Cpa Pavement Services, Inc.
Named parties added · Named parties removed · Carriers added · Carriers removed
Apex Homes Of Pa., LLC
Named parties added · Named parties removed
Karns Prime & Fancy Food, Ltd.
Named parties added
Pro-Cut Construction Services, Inc.
Named parties added · Reported premium moved
A.P. Williams, Inc.
Named parties added · Named parties removed · Covered lives moved
The Frog Switch And Manufacturing Company
Named parties removed · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Broker tenure
Byron Waggoner Construction, Inc.
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Littlestown Foundry, Inc.
Named parties added
Holland Construction Corporation
Named parties added · Named parties removed · Carriers removed · Reported premium moved
Leer Electric, Inc.
Named parties added · Named parties removed · Carriers removed
Bob Ruth Ford Inc
Named parties added · Named parties removed
Higher Information Group, LLC
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers removed · Covered lives moved
Process Control Specialists, Inc
Named parties added · Named parties removed · Carriers removed · Covered lives moved · Reported premium moved
Buchanan Automotive, 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
Orx Railway Corporation
Named parties added · Named parties removed
Capozzi Adler, P.C.
Named parties added · Named parties removed · Carriers added
Jer-Lyn, Inc.
Named parties added · Named parties removed
Latsha, Davis & Marshall, P.C.
Named parties added · Named parties removed · Covered lives moved · Reported premium moved
Ken Weaver Meats, Inc.
Named parties added · Named parties removed · Carriers added

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