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 2023

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

• Chestnut Hill College

  Broker tenure

• Premier Select Sires

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

• Allone Health Resources, Inc.

  Named parties added · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band

• Global Packaging, Inc.

  Coverage added in the last 2 years · Reported premium moved

• Kps Life 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

• Lezzer Holdings, Inc.

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

• Fitzmaurice Community Services, Inc

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

• Simplex Industries Inc

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

• Gertrude Hawk Brands, Inc

  Named parties added · Reported premium moved

• Wyoming Seminary College Preparatory School

  Broker tenure · Comp % outside peer band

• Lycoming Clinton Counties Commission For Community Action Step, 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

• Kings College C/O Human Resources Department

  Named parties added · Carriers added · Carriers removed

• National Philanthropic Trust

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

• Mintzer Sarowitz Zeris Ledva & Meyers

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

• Five Star Equipment, Inc.

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

• Amz Manufacturing Corporation

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

• Hope Enterprises, Inc.

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

• Trustees Of The Sheet Metal Workers Local 44

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

• Luzerne County Head Start, Inc.

  Named parties added · Comp % outside peer band

• Volumectric Building Companies LLC

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

• The Haverford Trust Company

  Named parties removed

• University City Housing Associates

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

• Koch Holdings, Inc.

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

• Abington Reldan Metals, LLC

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

• Mericle Construction, Inc.

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

• L. H. Brubaker Appliances, Inc.

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

• Tesco-The Eastern Specialty Company

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

• Piazza Management Company

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

• C. P. Yeatman & Sons, Inc.

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

• Eastern Warehouse Distributors LLC

  Named parties removed · Covered lives moved

• Cavan Construction Company, Inc.

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

• Pacifico Auto Group

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

• Trustees Of Laborers Local 130 Health & Welfare Fund

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

• U.S. Facilities Inc.

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

• Skytop Lodge Corporation

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

• Child Guidance Resource Centers

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

• The 1916 Company

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

• Lyons & Hohl, Inc.

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

• Sagelife

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

• United Association Of Journeymen Health & Welfare Fund

  Named parties removed · Covered lives moved · Comp % outside peer band