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Broker brief

Fnl Insurance Group (Frank N. Lotma

2045 York Rd # 2, Timonium, MD 21093 · EIN 52-2132804

Plan year 2023

Groups

Lives under management

594

Direct (A)

Additional (C)

$134,346

Over time

Change across plan years

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

Series

Groups3

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

+6 · +600.0% vs 2020

Δ Lives

+429 · +260.0% vs 2020

Added (6)

Dropped (0)

None

Placement peers

Similar placement

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

Connectcare3, LLC98% mix match · 2 groups · 350 lives

Lower Schedule C $/life vs this broker

Ccab Insurance & Benefits, Inc.92% mix match · 8 groups · 874 lives

Lower Schedule C $/life vs this broker

Commonwealth Financial Group86% mix match · 20 groups · 1,521 lives

Mpb Risk Services, LLC84% mix match · 6 groups · 1,143 lives

Lower Schedule C $/life vs this broker

Aperture Consulting - Richard Wilbe64% mix match · 3 groups · 261 lives

Lower Schedule C $/life vs this broker

Think differently

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

The Horton Group, Inc.0% mix match · 2 groups · 602 lives

Medical: Compsych Corporation (50%) vs your broker’s Guardian Life Insurance Company (33%)

Manufacturer & Business Association0% mix match · 5 groups · 629 lives

Medical: Meritain Health (50%) vs your broker’s Guardian Life Insurance Company (33%)

Employee Benefit Corporation0% mix match · 2 groups · 673 lives

Stop-loss: Gerber Life Insurance Company (50%) vs your broker’s HM Life Insurance Company (43%)

Trustmark Health Benefits, Inc.0% mix match · 3 groups · 711 lives

Stop-loss: Hcc Life Insurance Company (67%) vs your broker’s HM Life Insurance Company (43%)

Businessolver.Com, Inc.0% mix match · 4 groups · 740 lives

Medical: Cigna Health And Life Insurance Company And Affiliates (50%) vs your broker’s Guardian Life Insurance Company (33%)

Coverage mix this year

No reported values in this filter.

Appears alongside

The Benecon Group7

ConnectCare37

American Insurance Administrators4

Ingroup Associates, Inc.3

Capital Bluecross2

Assured Partners (Central Pa)1

Highmark Blue Shield (Central)1

Brown & Brown Of Pennsylvania1

Brown & Brown Of Pa1

Innovu1

Relationships

Groups on this book in 2023

Employer	Lives
Visioncorps	155
The Exterior Company, Inc.	64
Trans Air Manufacturing Corporation	117
Dawood Engineering, Inc.	107
Arthur Funk & Sons, Inc.	35
Primitives By Kathy, Inc.	69
Global Disciples	47

Disruption in this book

Flagged groups

Visioncorps
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved
The Exterior Company, Inc.
Comp % outside peer band
Trans Air Manufacturing Corporation
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved
Dawood Engineering, Inc.
Named parties added · Carriers added · Carriers removed · Reported premium moved
Primitives By Kathy, Inc.
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Global Disciples
Comp % outside peer band

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