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Broker brief

Connectcare3, LLC

201 E Oregon Rd, Lititz, PA 17543 · EIN 26-1768616

Plan year 2023

Groups

Lives under management

350

Direct (A)

$10,710

Additional (C)

$35,256

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 2022

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

+1 · +100.0% vs 2022

Δ Lives

+212 · +153.6% vs 2022

Added (1)

Prospectus Associates, Inc. · 230 lives

Dropped (0)

None

Placement peers

Similar placement

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

Eta Benefits, Inc.100% mix match · 3 groups · 206 lives

Lower Schedule C $/life vs this broker

Villanova Health Agency, LLC94% mix match · 3 groups · 557 lives

Ccab Insurance & Benefits, Inc.92% mix match · 8 groups · 874 lives

Tycor Benefit Administrators, Inc.73% mix match · 5 groups · 472 lives

Ap Benefit Advisors LLC71% mix match · 8 groups · 1,031 lives

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

Think differently

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

Employee Benefit Corporation0% mix match · 2 groups · 673 lives

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

Trustmark Health Benefits, Inc.0% mix match · 3 groups · 711 lives

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

Meritain Health, An Aetna Company29% mix match · 4 groups · 511 lives

Independence Administrators (Ia)33% mix match · 3 groups · 1,026 lives

Stop-loss: HM Insurance Group (50%) vs your broker’s Everest Reinsurance Company (50%)

Imagine 360 Administrators, LLC41% mix match · 3 groups · 845 lives

Coverage mix this year

Stop-loss1

Appears alongside

The Benecon Group2

Engle-Hambright & Davies, Inc1

Univest Insurance1

Gallagher Fiduciary Advisors, LLC1

Emerson Rogers LLC1

Relationships

Groups on this book in 2023

Employer	Lives
Richter Precision Inc	120
Prospectus Associates, Inc.	230

Disruption in this book

Flagged groups

Richter Precision Inc
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Prospectus Associates, 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 · Comp % outside peer band

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Employer

Lives

Richter Precision Inc

120

Prospectus Associates, Inc.

230