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Broker brief

Creative Benefits, Inc

3809 West Chester Pike, Newtown Square, PA 19073 · EIN 23-2245507

Plan year 2018

Groups

Lives under management

435

Direct (A)

$110,440

Additional (C)

Over time

Change across plan years

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

Series

Groups14

Book movement

Lancaster groups and lives vs 2017

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

Δ Groups

+1 · +50.0% vs 2017

Δ Lives

+35 · +8.8% vs 2017

Added (1)

Keystone College · 166 lives

Dropped (0)

None

Placement peers

Similar placement

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

No similar-placement peers in this year.

Think differently

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

Babb Inc0% mix match · 2 groups · 419 lives

Medical: Highmark, Inc. (50%) vs your broker’s Capital Advantage Assurance Company (33%)

Kistler Tiffany Benefits Co0% mix match · 4 groups · 779 lives

Medical: Unitedhealthcare Insurance Company (67%) vs your broker’s Capital Advantage Assurance Company (33%)

Usi Insurance Services (Ri)0% mix match · 3 groups · 1,059 lives

Medical: Highmark, Inc. (33%) vs your broker’s Capital Advantage Assurance Company (33%)

Coverage mix this year

Medical3

Dental3

Vision1

Life1

AD&D1

Other1

Appears alongside

No other named parties on these groups this year.

Relationships

Groups on this book in 2018

Employer	Lives
Lyons & Hohl, Inc.	97
Keystone College	166
Borton-Lawson Engineering, Inc.	172

Disruption in this book

Flagged groups

Lyons & Hohl, Inc.
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Keystone College
Comp % outside peer band
Borton-Lawson Engineering, Inc.
Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure

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