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Broker brief

Emerson Rogers LLC

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

Plan year 2021

Groups

Lives under management

784

Direct (A)

$56,121

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 vs 2020

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

Δ Groups

No change vs 2020

Δ Lives

+33 · +4.4% vs 2020

Added (1)

Laboratory Testing, Inc · 181 lives

Dropped (1)

Health Union, LLC · 164 lives

Placement peers

Similar placement

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

Innovative Benefit Planning, LLC66% mix match · 10 groups · 2,344 lives

Think differently

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

Hilb Group Of Maryland0% mix match · 3 groups · 767 lives

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

Bcf Group0% mix match · 4 groups · 898 lives

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

Manufacturer & Business Association0% mix match · 5 groups · 617 lives

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

Ejo Iii Inc.0% mix match · 3 groups · 566 lives

Medical: Cigna Health And Life Insurance Company (100%) vs your broker’s Independence Blue Cross (50%)

Conrad Siegel Inc.0% mix match · 4 groups · 559 lives

Medical: Capital Advantage Assurance Company (75%) vs your broker’s Independence Blue Cross (50%)

Coverage mix this year

Medical2

Appears alongside

Onedigital (Philadelphia)1

Bsi Corporate Benefits1

The Benecon Group, LLC1

Independence Administrators1

Hy Holdings, Inc.1

Connectcare3, LLC1

Relationships

Groups on this book in 2021

Employer	Lives
Laboratory Testing, Inc	181
Havpak, Inc.	603

Disruption in this book

Flagged groups

Laboratory Testing, Inc
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Havpak, Inc.
Named parties added · Reported premium moved

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Employer

Lives

Laboratory Testing, Inc

181

Havpak, Inc.

603