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Broker brief

Conrad Siegel Inc.

501 Corporate Cir, Harrisburg, PA 17110 · EIN 23-1669823

Plan year 2021

Groups

Lives under management

559

Direct (A)

$66,005

Additional (C)

Over time

Change across plan years

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

Series

Groups2

Book movement

Lancaster groups and lives vs 2020

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

Δ Groups

−2 · −33.3% vs 2020

Δ Lives

−1,291 · −69.8% vs 2020

Added (0)

None

Dropped (2)

Presbyterian Senior Living · 637 lives
Lebanon Valley College · 335 lives

Placement peers

Similar placement

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

Employee Benefits Consultants, LLC82% mix match · 7 groups · 1,653 lives

Lower Schedule A $/life vs this broker

Swift Kennedy & Associates, Inc.58% mix match · 9 groups · 1,014 lives

Lower Schedule A $/life vs this broker

Aperture Consulting - Richard Wilbe50% mix match · 3 groups · 355 lives

Lower Schedule A $/life vs this broker

United Of Omaha Life Insurance Comp50% mix match · 4 groups · 1,152 lives

Lower Schedule A $/life vs this broker

Think differently

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

Ejo Iii Inc.0% mix match · 3 groups · 566 lives

Medical: Cigna Health And Life Insurance Company (100%) vs your broker’s Capital Advantage Assurance Company (75%)

Emerson Rogers LLC0% mix match · 2 groups · 784 lives

Medical: Independence Blue Cross (50%) vs your broker’s Capital Advantage Assurance Company (75%)

Bcf Group0% mix match · 4 groups · 898 lives

Medical: Geisinger (50%) vs your broker’s Capital Advantage Assurance Company (75%)

Beneserv, A Division Of Onedigital0% mix match · 4 groups · 1,524 lives

Medical: Aetna Health Of California, Inc. (50%) vs your broker’s Capital Advantage Assurance Company (75%)

Hilb Group Of Maryland17% mix match · 3 groups · 767 lives

Medical: Aflac (50%) vs your broker’s Capital Advantage Assurance Company (75%)

Coverage mix this year

Medical3

Life1

Dental1

Vision1

Appears alongside

Alpha Benefits Group, Inc1

American Insurance Administrators1

Relationships

Groups on this book in 2021

Employer	Lives
United Church Of Christ Homes	290
United Cerebral Palsy Of Central Pennsylvania	57
Conrad Siegel	117
Central Penn College	95

Disruption in this book

Flagged groups

United Church Of Christ Homes
Carriers added · Carriers removed · Covered lives moved · Broker tenure
United Cerebral Palsy Of Central Pennsylvania
Named parties removed
Conrad Siegel
Broker tenure
Central Penn College
Named parties added

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Employer

Lives

United Church Of Christ Homes

290

United Cerebral Palsy Of Central Pennsylvania

Conrad Siegel

117

Central Penn College