Broker brief

Gallagher Fiduciary Advisors, LLC

2850 Golf Road, Rolling Meadows, IL 60008 · EIN 36-4291971

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

• Trustees Of The University Of Pa

  Named parties added · Named parties removed · Carriers added · Comp % outside peer band

• Frontage Laboratories, Inc.

  Reported premium moved · Broker tenure

• Urban Engineers, Inc.

  Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Lincoln University Of The Commonwealth System Of Higher Education

  Named parties added · Named parties removed · Reported premium moved

• Philadelphia Fight

  Reported premium moved · Broker tenure

• United States Liability Insurance Company

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

• Ifm Efector, Inc.

  Broker tenure · Comp % outside peer band

• Erm-Na Holdings Corp.

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

• Action-Housing, Inc.

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

• Das Companies, 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

• Amare Medical Network

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

• Ashfield Healthcare, LLC

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

• Berkley Medical Resources, Inc.

  Named parties added · Named parties removed · Covered lives moved · Reported premium moved

• Ardent Credit Union

  Named parties added

• Levin Furniture, LLC

  Named parties added · Comp % outside peer band

• Lafrance Corp

  Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Remco, Inc.

  Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved

• Babst Calland Clements And Zomnir, P.C.

  Named parties added · Carriers added · Carriers removed · Covered lives moved

• Dentons Cohen & Grigsby, P.C.

  Carriers added · Broker tenure

• Pennsylvania Compensation Rating Bureau (Pcrb)

  Broker tenure

• O.C. Cluss Lumber Company

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

• Bethlen Home Of The Hungarian Reformed Fed

  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

• Warfel Construction Company

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

• First Citizens Community Bank

  Named parties added · Named parties removed · Covered lives moved · Reported premium moved

• Duquesne Club

  Carriers added · Carriers removed · Reported premium moved · Broker tenure

• Holdings Acquisition Co. Lp DBA Rivers Casino

  Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Obermayer Rebmann Maxwell & Hippel LLP

  Named parties added · Reported premium moved · Broker tenure

• Delgrosso Foods, Inc.

  Reported premium moved · Broker tenure

• Stauffer Manufacturing Company

  Named parties added · Named parties removed · Carriers removed · Reported premium moved

• Jwcf, Lp

  Named parties added

• Mutual Aid Ambulance Service, Inc.

  Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• Genesis Medical Associates, Inc.

  Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band

• Saucon Valley Country Club

  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

• Duquesne Light Holdings, Inc.

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

• Highland Associates, Ltd Architecture Engineering

  Comp % outside peer band

• Cronimet Corporation

  Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Broker tenure

• Turtle Creek Valley Mental Health Mental Retardation, Inc.

  Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure

• Concordia Lutheran Ministries

  Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band

• Qualtek LLC

  Covered lives moved · Broker tenure

• 84 Lumber Company

  Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band

• Tpc Us Parent, LLC

  Coverage removed in the last 2 years · Covered lives moved · Broker tenure

• Accolade, Inc.

  Named parties removed · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band

• Matthews International Corporation

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

• Thomas Jefferson University

  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 · Reported premium moved · Comp % outside peer band

• Agc Chemicals America, Inc.

  Broker tenure

• Utz Quality Foods, LLC

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Telus Agricultural Holdings (Us), Inc.

  Comp % outside peer band

• Truck-Lite Co., LLC

  Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band

• Bradford White Corporation

  Coverage added in the last 2 years · Broker tenure · Comp % outside peer band

• Sugarhouse Hsp Gaming, Lp DBA Rivers Casino Philadelphia

  Reported premium moved · Broker tenure

• Lumbermens Merchandising Corporation

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

• Ascensus, LLC

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Hall Industries, Inc.

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

• Prospectus Associates, 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 · Comp % outside peer band

• Crayola LLC

  Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band

• Wesley Family Services

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

• De Lage Landen Financial Services, Inc.

  Carriers added · Carriers removed · Broker tenure

• Ahn Healthcare@Home

  Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band

• Ambassador Advisors, LLC

  Named parties added · Named parties removed · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band

• Wallace Supply, LLC

  Comp % outside peer band

• Fishawack Communications, Inc.

  Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure

• Chatham Financial Corp.

  Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Butler Healthcare Providers

  Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Pennsylvania Farm Bureau Welfare Wrap

  Named parties added · Carriers added · Carriers removed · Reported premium moved

• Nemacolin Woodlands, Inc.

  Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• A. Duie Pyle, Inc.

  Coverage removed in the last 2 years · Carriers removed · Broker tenure · Comp % outside peer band

• Hamilton Lane Advisors, LLC

  Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Presbyterian Seniorcare

  Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• Eat'N Park Hospitality Group, Inc.

  Named parties removed · Carriers added · Carriers removed · Reported premium moved

• Emka-Incorporated

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

• Riddle Village

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

• Catapult Learning, LLC

  Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• Nep Group, Inc.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band

• The Philadelphia Inquirer, Pbc

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

• Professional Building Sys., Inc

  Carriers added · Carriers removed · Broker tenure

• Grace Inspired Ministries

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

• The Alliance Of Pennsylvania Councils, Inc.

  Carriers removed · Broker tenure

• Concern - Professional Services For Children, Youth And Families

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

• Rgh Automotive LLC

  Named parties added · Named parties removed · Reported premium moved

• Esperanza Health Center, Inc.

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

• M & C Trucking Company

  Reported premium moved · Broker tenure · Comp % outside peer band

• Corle Building Systems, Inc.

  Coverage removed in the last 2 years · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band

• Pyramid Healthcare, 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

• Greater Delaware Valley Society Of Transplant Surgeons

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

• Inolex, Inc.

  Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• The Children'S Institute Of Pittsburgh

  Named parties added · Comp % outside peer band

• Excentia Human Services Aka The Pai Corporation

  Covered lives moved · Broker tenure

• Kencrest Services

  Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Fox Rothschild LLP

  Named parties removed · Coverage added in the last 2 years · Comp % outside peer band

• Pdda Holdings, LLC

  Carriers added · Carriers removed · Broker tenure · Comp % outside peer band

• L. B. Foster Company

  Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band

• The Meet Group, Inc.

  Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure

• J. Becker Solutions, Inc.

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

• Hermetic Solutions Group, LLC

  Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• Local 837 Health And Welfare Plan Board Of Trustees

  Named parties added · Named parties removed · Broker tenure

• Life Northwestern Pennsylvania, LLC

  Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• The Tri-M Group, LLC

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

• Coen Oil Company, LLC

  Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• National Medical Services, Inc.

  Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band

• Omnicable Corporation

  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 · Reported premium moved · Comp % outside peer band

• Gerard Daniel Worldwide

  Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Edgewood Village Market, Inc.

  Coverage removed in the last 2 years · Comp % outside peer band

• The Chartwell Law Office, L.L.P.

  Named parties removed · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band

• Peak Technical Services, Inc.

  Comp % outside peer band

• Trib Total Media, Inc.

  Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved

• Temple University Health System

  Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band

• Steelworkers Health And Welfare Fund

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Longwood Gardens, Inc.

  Coverage removed in the last 2 years · Covered lives moved

• Robson Forensic, Inc.

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

• Neumann University

  Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure

• Citizens Acting Together Can Help, Inc.

  Reported premium moved · Broker tenure

• Pennsylvania State Employees Credit Union

  Reported premium moved · Broker tenure

• Physicians Endoscopy, LLC

  Named parties added · Named parties removed · Covered lives moved · Reported premium moved

• Pennsylvania Automotive Association

  Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Pennsylvania Automotive Association

  Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved

• Arthur H. Thomas Company

  Named parties added · Carriers removed · Reported premium moved

• Huntsworth Holdings Inc.

  Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Eastern National

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

• Cubesmart, L.P.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Comp % outside peer band

• North American Hoganas Holdings, Inc.

  Comp % outside peer band

• Tb Philly, Inc.

  Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Akrion Technologies Inc

  Coverage removed in the last 2 years

• Paw Associates LLC

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

• Affiliated Independent Distributors, Inc.

  Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band

• Phoenix Tube Company Inc.

  Named parties added · Coverage added in the last 2 years · Carriers added · Comp % outside peer band

• Medrisk, LLC

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

• Truenorth Wellness Services

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

• Blackburn'S Physicians Pharmacy, Inc.

  Named parties added · Named parties removed · Reported premium moved

• The Eads Group Inc

  Broker tenure

• Valley Forge Educational Services

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

• Collection Management Company

  Named parties added · Named parties removed · Reported premium moved

• Global Data Consultants LLC

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

• Regional Rail, LLC

  Covered lives moved · Broker tenure

• Sage Technology Solutions, Inc

  Named parties added · Named parties removed · Covered lives moved · Reported premium moved

• Moravia Healthcare Network, LLC

  Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• Mazzoni Center

  Broker tenure

• Maternity Care Coalition

  Named parties removed · Covered lives moved · Comp % outside peer band

• Essity North America Inc.

  Coverage added in the last 2 years · Reported premium moved · Broker tenure · Comp % outside peer band

• Q-Mation, Inc.

  Reported premium moved · Broker tenure

• Lafayette College

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

• Reiff & Nestor Company

  Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Key Lakes, Inc.

  Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band

• Mccabe, Weisberg & Conway, LLC

  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

• Achieving True Self, Inc.

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

• Highway To Health, Inc.

  Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band

• Bedford Reinforced Plastics, Inc.

  Named parties added · Covered lives moved

• Automated Health Systems, Inc.

  Named parties added · Covered lives moved · Reported premium moved