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Broker brief

Conner Strong & Buckelew Companies

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

Plan year 2022

Groups

Lives under management

35,184

Direct (A)

$2,526,551

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 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

+10 · +20.4% vs 2021

Δ Lives

−19,701 · −35.9% vs 2021

Added (15)

Dropped (5)

Thomas Jefferson University · 22,183 lives
Cozen O'Connor · 1,484 lives
Dietz & Watson, Inc. · 1,209 lives
Malvern Health Inc. · 222 lives
Northeast Treatment Centers · 3 lives

Placement peers

Similar placement

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

Kistler Tiffany Benefits Co78% mix match · 89 groups · 24,004 lives

Onedigital (Philadelphia)76% mix match · 53 groups · 17,721 lives

Digital Insurance, Inc.74% mix match · 109 groups · 34,047 lives

Lower Schedule A $/life vs this broker

Capital Management Enterprises Inc72% mix match · 12 groups · 27,563 lives

Emerson Rogers LLC66% mix match · 79 groups · 20,915 lives

Think differently

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

Roche Financial Inc0% mix match · 5 groups · 28,415 lives

Medical: American Fidelity Assurance Company (50%) vs your broker’s Independence Blue Cross (30%)

Rsc Insurance Brokerage, Inc.7% mix match · 14 groups · 26,003 lives

Medical: Unitedhealthcare Insurance Company (33%) vs your broker’s Independence Blue Cross (30%)

Reschini Agency., Inc.9% mix match · 17 groups · 19,563 lives

Medical: Metropolitan Life Insurance Company (30%) vs your broker’s Independence Blue Cross (30%)

Engle, Hambright & Davies, Inc.16% mix match · 82 groups · 39,128 lives

Medical: Capital Advantage Assurance Company (25%) vs your broker’s Independence Blue Cross (30%)

American Insurance Administrators18% mix match · 97 groups · 37,014 lives

Coverage mix this year

Life49

Other26

Medical21

Dental20

Vision18

AD&D1

Appears alongside

James R Nelligan & Associates20

Cbiz Benefits & Ins. Services2

Willis Towers Watson2

Willis Towers Watson Northeast, Inc2

Rsc Insurance Brokerage, Inc.1

Digital Insurance, Inc.1

Mercer (Us), Inc.1

Employee Benefits Consultants, LLC1

Tompkins Insurance1

Wex Health, Inc.1

Relationships

Groups on this book in 2022

Employer	Lives
The Haverford School	194
Friends' Central School Corporation	177
The Shipley School	171
Friends Select School	145
Equus Capital Partners, Ltd	249
Cabrini University	216
American Institute For Cpcu	338
The University Of The Arts	256
The Agnes Irwin School	153
The Baldwin School	138
Germantown Academy	274
Dilworth Paxson, LLP	134
Mccarthy Tire Service Co. Inc.	1246
Firstrust Bank	541
Stv Group, Incorporated	1972
Burns Engineering, Inc.	509
Printmail Solutions, Inc. Fka Printmail Systems, Inc.	250
Salus University	299
Drexel University	3794
Precision Custom Components, LLC	393
Reconstructive Orthopaedic Associates Ii, P.C.	2466
New Hudson Facades	556
Franklin Square Holdings Lp	46
Accesslex Institute	106
Multi-Flow Industries, LLC	229
Preit Services, LLC	273
Dicalite Management Group, Inc.	347
Community Veterinary Partners, LLC	2051
Stradley Ronon Stevens & Young, LLP	457
Saint Joseph'S Preparatory School	128
Haines & Kibblehouse Inc.	1925
Phoenix Global, LLC	421
Venezia Transport Service, Inc.	1227
Delaware County Christian School	117
Open Systems Healthcare	430
Eastern University	395
Campus Apartments, LLC	344
Scully Company	383
Holy Family University	245
Richard J. Caron Foundation	438
Springside Chestnut Hill Academy	244
U.S. Facilities Inc.	490
Weiler Corporation	263
Ewingcole, Inc.	793
Whg Payroll, LLC	1550
The Hill School	231
Southwark Metal Mfg Co.	1300
Kessler Topaz Meltzer & Check, LLP	299
Abington Friends School	117
Immaculata University	236
Sepa Associates, LLC	1212
Sigmapharm Laboratories, LLC	320
Senior Care/Active Day	797
Meridian Bank	617
Unique Industries, Inc.	870
The Archway Charter School Of Chester, Inc.	409
Starr Restaurant Organization, L.P.	805
Woods Services, Inc.	272
Gemma Services	326

Disruption in this book

Flagged groups

The Haverford School
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved
Friends' Central School Corporation
Named parties added · Named parties removed · Reported premium moved
The Shipley School
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Friends Select School
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Equus Capital Partners, Ltd
Covered lives moved · Broker tenure
Cabrini University
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
American Institute For Cpcu
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
The University Of The Arts
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
The Agnes Irwin School
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
The Baldwin School
Coverage removed in the last 2 years · Reported premium moved
Germantown Academy
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Dilworth Paxson, LLP
Carriers added · Broker tenure
Mccarthy Tire Service Co. Inc.
Named parties removed · Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Firstrust Bank
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Stv Group, Incorporated
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Burns Engineering, Inc.
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Printmail Solutions, Inc. Fka Printmail Systems, Inc.
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Salus University
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Drexel University
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Precision Custom Components, LLC
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Reconstructive Orthopaedic Associates Ii, P.C.
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
New Hudson Facades
Coverage added in the last 2 years · Carriers added
Franklin Square Holdings Lp
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure
Accesslex Institute
Reported premium moved · Broker tenure · Comp % outside peer band
Multi-Flow Industries, LLC
Named parties removed · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Preit Services, LLC
Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Dicalite Management Group, Inc.
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added
Community Veterinary Partners, LLC
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Stradley Ronon Stevens & Young, LLP
Coverage added in the last 2 years · Reported premium moved · Broker tenure
Saint Joseph'S Preparatory School
Coverage removed in the last 2 years
Haines & Kibblehouse Inc.
Named parties added · Comp % outside peer band
Phoenix Global, LLC
Comp % outside peer band
Venezia Transport Service, Inc.
Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Broker tenure
Delaware County Christian School
Reported premium moved · Broker tenure
Open Systems Healthcare
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Eastern University
Carriers removed · Covered lives moved · Reported premium moved
Campus Apartments, LLC
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Scully Company
Covered lives moved · Reported premium moved · Broker tenure
Holy Family University
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Richard J. Caron Foundation
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Springside Chestnut Hill Academy
Broker tenure
U.S. Facilities Inc.
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Weiler Corporation
Carriers removed · Reported premium moved · Comp % outside peer band
Ewingcole, Inc.
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Whg Payroll, LLC
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
The Hill School
Named parties added · Named parties removed
Southwark Metal Mfg Co.
Broker tenure
Kessler Topaz Meltzer & Check, LLP
Coverage removed in the last 2 years · Carriers removed · Broker tenure
Abington Friends School
Coverage removed in the last 2 years
Immaculata University
Named parties removed · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
Sepa Associates, LLC
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Sigmapharm Laboratories, LLC
Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Senior Care/Active Day
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Meridian Bank
Coverage added in the last 2 years · Reported premium moved
Unique Industries, Inc.
Named parties added · Comp % outside peer band
The Archway Charter School Of Chester, Inc.
Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Starr Restaurant Organization, L.P.
Named parties removed · Covered lives moved · Reported premium moved
Woods Services, 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 · Reported premium moved · Comp % outside peer band

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