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Broker brief

Emerson Rogers LLC

1787 Sentry Parkway West, Blue Bell, PA 19422 · EIN 13-3938007

Plan year 2020

Groups

Lives under management

751

Direct (A)

$33,977

Additional (C)

Over time

Change across plan years

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

Series

Groups151

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 (2)

Havpak, Inc. · 587 lives
Health Union, LLC · 164 lives

Dropped (0)

None

Placement peers

Similar placement

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

Birch Benefits, LLC94% mix match · 7 groups · 1,878 lives

Fairmount Benefits, Inc.58% mix match · 9 groups · 2,040 lives

Beneserv, A Division Of Onedigital53% mix match · 4 groups · 1,473 lives

Think differently

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

Hilb Group Of Maryland0% mix match · 3 groups · 742 lives

Medical: Aflac (50%) vs your broker’s Independence Blue Cross (50%)

United Of Omaha Life Insurance Comp0% mix match · 4 groups · 786 lives

Medical: Highmark (50%) vs your broker’s Independence Blue Cross (50%)

Manufacturer & Business Association0% mix match · 5 groups · 645 lives

Medical: Highmark, Inc. (50%) vs your broker’s Independence Blue Cross (50%)

Bcf Group0% mix match · 4 groups · 879 lives

Medical: Highmark Inc. (50%) vs your broker’s Independence Blue Cross (50%)

Brokerage Concepts, Inc.0% mix match · 7 groups · 880 lives

Medical: Colonial Life & Accident Insurance Company (40%) vs your broker’s Independence Blue Cross (50%)

Coverage mix this year

Medical1

Life1

Other1

Appears alongside

Onedigital (Philadelphia)1

Relationships

Groups on this book in 2020

Employer	Lives
Havpak, Inc.	587
Health Union, LLC	164

Disruption in this book

Flagged groups

Havpak, Inc.
Comp % outside peer band
Health Union, LLC
Comp % outside peer band

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Employer

Lives

Havpak, Inc.

587

Health Union, LLC

164