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Broker brief

Corporate Synergies Group, LLC

2 Aquarium Dr #200, Camden, NJ 08103 · EIN 20-1622581

Plan year 2023

Groups

Lives under management

23,272

Direct (A)

$2,400,885

Additional (C)

$191,826

Over time

Change across plan years

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

Series

Groups21

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

+2 · +4.8% vs 2022

Δ Lives

−646 · −2.7% vs 2022

Added (5)

Novatech, LLC · 313 lives
Rds Enterprises LLC DBA Porsche Of The Main Line · 198 lives
Wallace Roberts & Todd, LLC · 126 lives
F.A. Davis Company · 124 lives
Northeast Concepts, Inc. · 71 lives

Dropped (3)

Cubesmart, L.P. · 2,454 lives
Nardone Brothers Baking Company · 238 lives
Alternative Rehabilitation Communities, Inc. · 39 lives

Placement peers

Similar placement

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

Johnson, Kendall & Johnson Inc92% mix match · 33 groups · 13,459 lives

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

Kistler Tiffany Benefits Co82% mix match · 109 groups · 29,679 lives

Lower Schedule C $/life vs this broker

Rsc Insurance Brokerage, Inc.74% mix match · 19 groups · 28,882 lives

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

Digital Insurance, Inc.74% mix match · 78 groups · 26,349 lives

Lower Schedule A $/life vs this broker

Amerihealth Administrators, Inc.71% mix match · 45 groups · 13,058 lives

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

Think differently

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

Mcconkey Benefits & Financial Servi9% mix match · 101 groups · 21,753 lives

Stop-loss: Everest Reinsurance Company (73%) vs your broker’s HM Life Insurance Company (40%)
Medical: Capital Advantage Assurance Company (33%) vs your broker’s Independence Blue Cross (42%)
Admin: Benefitmall (51%) vs your broker’s Aetna Health Plans (25%)

Roche Financial Inc11% mix match · 6 groups · 28,897 lives

Medical: American Fidelity Assurance Company (40%) vs your broker’s Independence Blue Cross (42%)

Cbiz Benefits & Ins. Services16% mix match · 46 groups · 24,852 lives

Stop-loss: Everest Reinsurance Company (63%) vs your broker’s HM Life Insurance Company (40%)
Admin: Meritain Health, An Aetna Company (100%) vs your broker’s Aetna Health Plans (25%)

Alight Solutions LLC28% mix match · 5 groups · 36,077 lives

Medical: Kaiser Foundation Health Plan Of The Northwest (67%) vs your broker’s Independence Blue Cross (42%)

Ingroup Associates, Inc.29% mix match · 38 groups · 15,410 lives

Medical: Highmark, Inc. (50%) vs your broker’s Independence Blue Cross (42%)
Admin: Highmark Blue Shield (Central) (67%) vs your broker’s Aetna Health Plans (25%)

Coverage mix this year

Life32

Vision19

Dental18

Other17

Medical12

Dental + Vision7

AD&D2

Stop-loss1

Appears alongside

The Benecon Group9

ConnectCare39

Independence Administrators (Ia)4

Aetna Health Plans2

Capital Advantage Assurance Company2

Usi Insurance Services (Ri)2

Gallagher Fiduciary Advisors, LLC2

Nfp Corporate Services (Ny) LLC1

American Insurance Administrators1

Patriot (Power-Kunkle Group, Inc.)1

Relationships

Groups on this book in 2023

Employer	Lives
The J.G. Wentworth Company	542
Lehigh University	1893
American Heritage Federal Credit Union	1346
Pecora Corporation	194
Transteck, Inc.	677
H. A. Berkheimer, Inc.	134
J & L Building Materials, Inc.	173
American Reading Company	321
Lagos, Inc.	181
Dft Inc.	127
Pmc Property Group, Inc.	288
Wallace Roberts & Todd, LLC	126
Reach Cyber Charter School	1575
Community Services Group, Inc.	1072
Lackawanna College	271
Burnham Holdings, Inc.	21
Solomonedwardsgroup, LLC	305
Path, Inc.	365
Barc Developmental Services	230
Weston Solutions, Inc.	956
Carr And Duff, Inc.	98
Jevs Care At Home	130
Ikea Purchasing Services (Us) Inc.	449
The Barnes Foundation	183
Cargroup Holdings LLC	608
The Norman Group	138
Fox Rothschild LLP	339
Rds Enterprises LLC DBA Porsche Of The Main Line	198
Penn Terminals, LLC.	358
Novatech, LLC	313
Metz Culinary Management	4280
Robson Forensic, Inc.	237
Data Systems Analysts, Inc.	225
Airiam Mdt, LLC	171
Northeast Concepts, Inc.	71
F.A. Davis Company	124
Navarro & Wright Consulting Engineers, Inc.	244
Olympia Chimney Supply Holdings, LLC	143
Philadelphia Museum Of Art	392
Larson Design Group, Inc.	887
Mastery Schools	1650
D. C. Humphrys Co.	159
M3 Usa Corporation	767
Atlanta Restaurant Group	311

Disruption in this book

Flagged groups

The J.G. Wentworth Company
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Lehigh University
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
American Heritage Federal Credit Union
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Pecora Corporation
Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure
Transteck, Inc.
Named parties added · Named parties removed
H. A. Berkheimer, Inc.
Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
J & L Building Materials, Inc.
Reported premium moved · Broker tenure
American Reading Company
Carriers added · Carriers removed
Lagos, Inc.
Carriers removed · Reported premium moved · Broker tenure
Dft Inc.
Reported premium moved · Broker tenure · Comp % outside peer band
Pmc Property Group, Inc.
Broker tenure
Reach Cyber Charter School
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure
Community Services Group, Inc.
Named parties added
Lackawanna College
Carriers added · Carriers removed · Broker tenure
Burnham Holdings, Inc.
Named parties added · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Solomonedwardsgroup, LLC
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Path, Inc.
Broker tenure
Barc Developmental Services
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Broker tenure · Comp % outside peer band
Weston Solutions, Inc.
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Carr And Duff, Inc.
Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Jevs Care At Home
Coverage added in the last 2 years · Coverage removed in the last 2 years · Broker tenure
Ikea Purchasing Services (Us) Inc.
Named parties added · Reported premium moved · Comp % outside peer band
The Barnes Foundation
Named parties removed · Carriers added · Carriers removed · Covered lives moved
Cargroup Holdings LLC
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
The Norman Group
Broker tenure
Fox Rothschild LLP
Named parties removed · Coverage added in the last 2 years · Comp % outside peer band
Penn Terminals, LLC.
Carriers removed · Reported premium moved · Broker tenure
Metz Culinary Management
Named parties added · Named parties removed · Covered lives moved · Comp % outside peer band
Robson Forensic, Inc.
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added
Data Systems Analysts, 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 · Covered lives moved · Reported premium moved
Airiam Mdt, LLC
Broker tenure
F.A. Davis Company
Named parties added · Reported premium moved · Comp % outside peer band
Navarro & Wright Consulting Engineers, Inc.
Named parties added · Named parties removed · Reported premium moved
Philadelphia Museum Of Art
Reported premium moved · Broker tenure · Comp % outside peer band
Larson Design Group, Inc.
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Mastery Schools
Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Broker tenure
D. C. Humphrys Co.
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
M3 Usa Corporation
Named parties removed
Atlanta Restaurant Group
Named parties removed · Reported premium moved · Comp % outside peer band

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