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 2023

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.

No similar-placement peers in this year.

Think differently

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

Disruption in this book

Flagged groups

• Citizens Acting Together Can Help, Inc.

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

• Bethlen Home Of The Hungarian Reformed Fed

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

• Laurel Motors Holding Co, Inc.

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

• Urban Engineers, 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

• Civil & Environmental Consultants Inc.

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

• Babst Calland Clements And Zomnir, P.C.

  Carriers added · Carriers removed · Covered lives moved

• Cubesmart, L.P.

  Coverage added in the last 2 years · Reported premium moved

• 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

• Pennsylvania State Employees Credit Union

  Reported premium moved · Broker tenure

• Mcnees Wallace & Nurick LLC

  Named parties added · Named parties removed · Carriers added · Carriers removed

• Wallace Supply, LLC

  Reported premium moved · Broker tenure

• Ifm Efector, Inc.

  Broker tenure

• Ahn Healthcare@Home

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

• Rose Casual Dining Lp

  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

• A. Duie Pyle, Inc.

  Coverage removed in the last 2 years · Broker tenure

• Saucon Valley Country Club

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

• Eastern National

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

• Physicians Endoscopy, LLC

  Named parties added · Named parties removed · Reported premium moved

• Gecko Robotics

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

• Lionheart Industrial 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 · Covered lives moved

• Neumann University

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

• Accolade, Inc.

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

• 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

• Gerard Daniel Worldwide

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

• Delgrosso Foods, Inc.

  Covered lives moved · Reported premium moved · Broker tenure

• De Lage Landen Financial Services, Inc.

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

• O.C. Cluss Lumber Company

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

• Ardent Credit Union

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

• Matthews International Corporation

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

• Chatham Financial Corp.

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

• Levin Furniture, LLC

  Reported premium moved

• Ymca Of Greater Brandywine

  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

• Truenorth Wellness Services

  Carriers removed · Reported premium moved · Broker tenure

• North American Hoganas Holdings, Inc.

  Broker tenure · Comp % outside peer band

• Obermayer Rebmann Maxwell & Hippel LLP

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

• Lumanity Inc.

  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

• Genesis Medical Associates, Inc.

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

• Philadelphia Fight

  Carriers added · Carriers removed · Broker tenure

• Telus Agricultural Holdings (Us), Inc.

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

• 84 Lumber Company

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

• Agc Chemicals America, Inc.

  Carriers added · Carriers removed · Broker tenure

• Nep Group, Inc.

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

• The Philadelphia Inquirer, Pbc

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

• Ulysses Us Newco, LLC

  Comp % outside peer band

• Concordia Lutheran Ministries

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

• Inolex, Inc.

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

• Pdda Holdings, LLC

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

• Cronimet Corporation

  Coverage removed in the last 2 years · Broker tenure

• Pennsylvania Compensation Rating Bureau (Pcrb)

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

• Tpc Us Parent, LLC

  Covered lives moved · Broker tenure

• Crayola LLC

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

• Lincoln University Of The Commonwealth System Of Higher Education

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

• Frontage Laboratories, Inc.

  Broker tenure · Comp % outside peer band

• Utz Quality Foods, LLC

  Named parties added · Named parties removed · Reported premium moved

• Presbyterian Seniorcare

  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

• Essity North America Inc.

  Named parties added · Carriers added · Carriers removed

• Remco, 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

• Point Spring Company

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

• Esperanza Health Center, Inc.

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

• Temple University Health System

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

• Robson Forensic, Inc.

  Coverage added in the last 2 years · Carriers removed

• Coen Oil Company, LLC

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

• Kencrest Services

  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

• Concern - Professional Services For Children, Youth And Families

  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

• Truck-Lite Co., 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 · Comp % outside peer band

• The Chartwell Law Office, L.L.P.

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

• The Meet Group, Inc.

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

• Prospectus Associates, Inc.

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

• Jackson Siegelbaum Gastroenterology, Ltd

  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 · Comp % outside peer band

• Ghk Company, Inc.

  Carriers added · Carriers removed · Broker tenure

• Berkley Medical Resources, Inc.

  Named parties added · Named parties removed · Reported premium moved

• Orthopedic Surgeons, Ltd. DBA Orthopedic Institute Of Pennsylvania

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

• Mccabe, Weisberg & Conway, 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

• Duquesne Club

  Broker tenure

• Action-Housing, Inc.

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

• Hamilton Lane Advisors, 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

• L. B. Foster Company

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

• Duquesne Light Holdings, Inc.

  Covered lives moved · Broker tenure

• National Medical Services, Inc.

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

• Steelworkers Health And Welfare Fund

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

• Riddle Village

  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

• Roechling Medical Lancaster, LLC

  Broker tenure

• Hall Industries, Inc.

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

• Sugarhouse Hsp Gaming, Lp DBA Rivers Casino Philadelphia

  Carriers added · Carriers removed · Broker tenure

• Pyramid Healthcare, Inc.

  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

• Mutual Aid Ambulance Service, Inc.

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

• Amare Medical Network

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

• Corle Building Systems, Inc.

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

• Dentons Cohen & Grigsby, P.C.

  Carriers added · Carriers removed · Broker tenure

• Edgewood Village Market, Inc.

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

• R-V Industries, Inc.

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

• Nemacolin Woodlands, Inc.

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

• Gwynedd Manufacturing, 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

• The Alliance Of Pennsylvania Councils, Inc.

  Coverage removed in the last 2 years · Broker tenure

• Grace Inspired Ministries

  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

• 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

• Fox Rothschild LLP

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

• Collection Management Company

  Named parties added · Named parties removed · Covered lives moved

• Answernet, 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 · Reported premium moved

• The Barnes Foundation

  Named parties added

• Longwood Gardens, Inc.

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

• Excentia Human Services Aka The Pai Corporation

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

• Highway To Health, Inc.

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

• The Tri-M Group, LLC

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

• Benefit Fund For Hospital And Health Care Employees

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

• Stauffer Manufacturing Company

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

• Greater Delaware Valley Society Of Transplant Surgeons

  Carriers added · Carriers removed

• Catapult Learning, LLC

  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

• Jwf Industries, Inc

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

• Innovatus Imaging 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 · Comp % outside peer band

• Peak Technical Services, Inc.

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

• Trib Total Media, Inc.

  Comp % outside peer band

• Fitler Club, LLC

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

• Medrisk, LLC

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

• Thomas Jefferson University

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

• Local 837 Health And Welfare Plan Board Of Trustees

  Named parties removed · Covered lives moved · Reported premium moved · Broker tenure

• J. Becker Solutions, Inc.

  Named parties added · Named parties removed · Carriers added · Carriers removed

• Global Data Consultants LLC

  Named parties added · Named parties removed · Carriers added · Carriers removed

• First Citizens Community Bank

  Named parties added · Named parties removed

• Holdings Acquisition Co. Lp DBA Rivers Casino

  Carriers added · Carriers removed · Covered lives moved

• Warfel Construction Company

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

• Pennsylvania Automotive Association

  Named parties added · Named parties removed

• Pennsylvania Automotive Association

  Named parties added · Named parties removed

• Pittsburgh Symphony, Inc.

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

• Paw Associates LLC

  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 · Comp % outside peer band

• Mazzoni Center

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

• Reiff & Nestor Company

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

• Tb Philly, Inc.

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

• Affiliated Independent Distributors, Inc.

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

• Regional Rail, LLC

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

• Akrion Technologies Inc

  Broker tenure · Comp % outside peer band

• Allentown Mack Sales & Services

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

• Moravia Healthcare Network, LLC

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

• Q-Mation, Inc.

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

• Leech Tishman Fuscaldo & Lampl, LLC

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

• Valley Forge Educational Services

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

• Automated Health Systems, Inc.

  Named parties removed · Covered lives moved · Reported premium moved

• Blackburn'S Physicians Pharmacy, Inc.

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

• Lafayette College

  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

• Lafrance Corp

  Named parties removed

• Precision Terminal Logistics, LLC

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

• Hico America

  Comp % outside peer band

• The Eads Group Inc

  Broker tenure