Broker brief

Creative Benefits, Inc

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

Over time

Change across plan years

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

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.

Placement peers

Similar placement

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

Think differently

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

Disruption in this book

Flagged groups

• Tesco-The Eastern Specialty Company

  Reported premium moved · Broker tenure

• Premier Select Sires

  Coverage removed in the last 2 years · Reported premium moved · Broker tenure

• Fitzmaurice Community Services, Inc

  Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed

• Lezzer Holdings, Inc.

  Comp % outside peer band

• Allone Health Resources, Inc.

  Named parties added

• Alvernia 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

• Abington Reldan Metals, LLC

  Named parties added · Named parties removed

• Trustees Of The Sheet Metal Workers Local 44

  Named parties removed · Coverage removed in the last 2 years · Carriers removed · Broker tenure · Comp % outside peer band

• Gertrude Hawk Brands, Inc

  Named parties added · Named parties removed · Reported premium moved

• Global Packaging, Inc.

  Named parties added · Carriers added

• Borton-Lawson Engineering, Inc.

  Coverage removed in the last 2 years · Reported premium moved · Broker tenure

• Simplex Industries Inc

  Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Broker tenure

• Mericle Construction, Inc.

  Named parties added

• Chestnut Hill College

  Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Mintzer Sarowitz Zeris Ledva & Meyers

  Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed

• Olympia Chimney Supply Holdings, LLC

  Named parties removed · Coverage removed in the last 2 years · Reported premium moved

• Wyoming Seminary College Preparatory School

  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

• National Philanthropic Trust

  Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band

• L.T. Verrastro, Inc.

  Reported premium moved · Broker tenure

• The 1916 Company

  Named parties added · Carriers added · Carriers removed · Reported premium moved

• Hope Enterprises, Inc.

  Covered lives moved

• Kings College C/O Human Resources Department

  Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed

• Cavan Construction Company, Inc.

  Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band

• C. P. Yeatman & Sons, Inc.

  Named parties added · Carriers added · Comp % outside peer band

• Trustees Of Laborers Local 130 Health & Welfare Fund

  Named parties added · Reported premium moved · Broker tenure · Comp % outside peer band

• Manfredi Cold Storage & Distribution

  Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band

• 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

• Luzerne County Head Start, Inc.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band

• Lycoming Clinton Counties Commission For Community Action Step, Inc.

  Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved

• Eastern Warehouse Distributors LLC

  Coverage removed in the last 2 years · Covered lives moved · Reported premium moved · Broker tenure

• Pacifico Auto Group

  Named parties added · Coverage removed in the last 2 years · Comp % outside peer band

• Cmc Energy 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

• Skytop Lodge Corporation

  Named parties added · Named parties removed · Coverage added in the last 2 years · Reported premium moved

• Volumectric Building Companies LLC

  Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• Lyons & Hohl, Inc.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed

• Child Guidance Resource Centers

  Named parties removed · Reported premium moved

• United Association Of Journeymen Health & Welfare Fund

  Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band

• The Haverford Trust Company

  Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band

• Sagelife

  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

• Amz Manufacturing Corporation

  Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved