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Broker brief

Conner Strong & Buckelew Companies

Triad1828 Centre, Camden, NJ 08101 · EIN 21-0718159

Plan year 2020

Groups

Lives under management

47,528

Direct (A)

$1,879,292

Additional (C)

Over time

Change across plan years

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

Series

Groups8

Book movement

Lancaster groups and lives

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

Δ Groups

No prior year

Δ Lives

No prior year

Added (40)

Thomas Jefferson University · 22,333 lives
Drexel University · 4,357 lives
Stv Group, Incorporated · 2,437 lives
Southwark Metal Mfg Co. · 1,511 lives
Cozen O'Connor · 1,440 lives
Senior Care/Active Day · 1,314 lives
Dietz & Watson, Inc. · 1,287 lives
Community Veterinary Partners, LLC · 1,174 lives

Dropped (0)

None

Placement peers

Similar placement

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

Kistler Tiffany Benefits Co63% mix match · 93 groups · 27,545 lives

Corporate Synergies Group, LLC60% mix match · 48 groups · 23,864 lives

Nfp Corporate Services (Pa), Inc.59% mix match · 68 groups · 66,383 lives

Digital Insurance, Inc.56% mix match · 103 groups · 30,457 lives

Cbiz Benefits & Ins. Services52% mix match · 49 groups · 25,154 lives

Think differently

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

Henderson Brothers Inc.7% mix match · 90 groups · 49,717 lives

American Insurance Administrators12% mix match · 74 groups · 28,578 lives

Buck Global, LLC13% mix match · 12 groups · 52,283 lives

Hub International19% mix match · 28 groups · 35,374 lives

Aon Risk Service Central, Inc.19% mix match · 30 groups · 46,474 lives

Coverage mix this year

Life29

Other23

Medical20

Dental17

Vision17

Stop-loss1

AD&D1

Appears alongside

Cbiz Benefits & Ins. Services2

Mercer (Us), Inc.2

Gallagher Fiduciary Advisors, LLC2

Armstrong, Doyle & Carroll, Inc.1

James R Nelligan & Associates1

Employee Benefits Consultants, LLC1

Tompkins Insurance1

Aon Consulting, Inc.1

Aon Risk Service Central, Inc.1

Usi Insurance Services (Ri)1

Relationships

Groups on this book in 2020

Employer	Lives
Gemma Services	44
Franklin Square Holdings Lp	42
Multi-Flow Industries, LLC	202
Cozen O'Connor	1440
Dicalite Management Group, Inc.	51
New Hudson Facades	521
Scully Company	309
Dilworth Paxson, LLP	139
Equus Capital Partners, Ltd	321
Printmail Solutions, Inc. Fka Printmail Systems, Inc.	258
Firstrust Bank	586
Stradley Ronon Stevens & Young, LLP	489
Preit Services, LLC	325
Community Veterinary Partners, LLC	1174
Drexel University	4357
Accesslex Institute	88
Precision Custom Components, LLC	438
Stv Group, Incorporated	2437
Thomas Jefferson University	22333
Burns Engineering, Inc.	296
Unique Industries, Inc.	783
Edm Americas, Inc.	228
Open Systems Healthcare	684
Kessler Topaz Meltzer & Check, LLP	311
Meridian Bank	667
Senior Care/Active Day	1314
Whg Payroll, LLC	105
Southwark Metal Mfg Co.	1511
Venezia Transport Service, Inc.	1134
Dietz & Watson, Inc.	1287
Northeast Treatment Centers	3
U.S. Facilities Inc.	580
Sepa Associates, LLC	861
Starr Restaurant Organization, L.P.	397
M. Cohen And Sons, Inc.	193
Campus Apartments, LLC	390
Holy Family University	281
Arcadia University	425
Woods Services, Inc.	41
The Archway Charter School Of Chester, Inc.	483

Disruption in this book

Flagged groups

Gemma Services
Named parties added
Multi-Flow Industries, LLC
Comp % outside peer band
Cozen O'Connor
Comp % outside peer band
Dilworth Paxson, LLP
Comp % outside peer band
Equus Capital Partners, Ltd
Named parties added · Named parties removed · Carriers added · Carriers removed
Printmail Solutions, Inc. Fka Printmail Systems, Inc.
Comp % outside peer band
Preit Services, LLC
Comp % outside peer band
Community Veterinary Partners, LLC
Comp % outside peer band
Accesslex Institute
Comp % outside peer band
Thomas Jefferson University
Comp % outside peer band
Burns Engineering, Inc.
Comp % outside peer band
Unique Industries, Inc.
Comp % outside peer band
Edm Americas, Inc.
Comp % outside peer band
Open Systems Healthcare
Comp % outside peer band
Venezia Transport Service, Inc.
Comp % outside peer band
Dietz & Watson, Inc.
Comp % outside peer band
Northeast Treatment Centers
Comp % outside peer band
U.S. Facilities Inc.
Comp % outside peer band
Starr Restaurant Organization, L.P.
Comp % outside peer band
M. Cohen And Sons, Inc.
Comp % outside peer band
Campus Apartments, LLC
Comp % outside peer band
Holy Family University
Comp % outside peer band
Arcadia University
Comp % outside peer band
The Archway Charter School Of Chester, Inc.
Comp % outside peer band

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