Broker brief

Fairmount Benefits, Inc.

Two Rdnor Corporate Center, Radnor, PA 19087 · EIN 84-5125577

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2022

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

• Pennco Institutes, Inc.

  Broker tenure · Comp % outside peer band

• Aweber Systems, Inc.

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

• Arro Consulting, Inc.

  Comp % outside peer band

• Greenwood Racing , Inc.

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

• Woodloch Pines, Inc.

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

• Woodloch Spa Resort, Lp

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

• Gregory Fca Communications

  Broker tenure

• The Mckee Group

  Named parties added · Comp % outside peer band

• Precision Polymer Products, Inc.

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

• Eastern Controls, Inc. Of Pa

  Named parties added · Covered lives moved · Reported premium moved

• Pennrose Management Company

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

• Aion Management, LLC

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