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Broker brief

Delaware Valley Health Care Coalit.

2980 Southampton Road, Philadelphia, PA 19154 · EIN 23-2813763

Plan year 2020

Groups

Lives under management

1,788

Direct (A)

$1,388

Additional (C)

Over time

Change across plan years

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

Series

Groups4

Book movement

Lancaster groups and lives

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

Δ Groups

No prior year

Δ Lives

No prior year

Added (3)

Ibew Local 143 Health & Welfare Fund · 942 lives
Teamsters Local Unions 401 And 773 Health Plan · 520 lives
Trustees Of Local 10 Of The Phila. Jt. Bd., Workers · 326 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.

Commonwealth Financial Group0% mix match · 18 groups · 1,833 lives

Stop-loss: Everest Reinsurance Company (100%) vs your broker’s The Union Labor Life Insurance Co (50%)

Birch Benefits, LLC0% mix match · 7 groups · 1,878 lives

Stop-loss: Everest Reinsurance Company (100%) vs your broker’s The Union Labor Life Insurance Co (50%)

Fairmount Benefits, Inc.0% mix match · 9 groups · 2,040 lives

Stop-loss: Everest Coinsurance Company (50%) vs your broker’s The Union Labor Life Insurance Co (50%)

Employee Benefits Consultants, LLC0% mix match · 6 groups · 2,063 lives

Stop-loss: Everest Reinsurance Company (67%) vs your broker’s The Union Labor Life Insurance Co (50%)

Hubbard Bert Karle Weber, Inc.0% mix match · 2 groups · 1,467 lives

Stop-loss: HM Life Insurance Company (100%) vs your broker’s The Union Labor Life Insurance Co (50%)

Coverage mix this year

Dental3

Appears alongside

Delta Dental2

D H Evans Tpa LLC DBA Path Admin1

Segal1

Benecard1

Pfm Advisors1

Willig, Williams & Davidson1

Packer Thomas1

Fox Rothschild LLP1

Wilmington Trust1

Pnc Institutional Investments1

Relationships

Groups on this book in 2020

Employer	Lives
Ibew Local 143 Health & Welfare Fund	942
Teamsters Local Unions 401 And 773 Health Plan	520
Trustees Of Local 10 Of The Phila. Jt. Bd., Workers	326

Disruption in this book

Flagged groups

Trustees Of Local 10 Of The Phila. Jt. Bd., Workers
Comp % outside peer band

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