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Broker brief

Hubbard Bert Karle Weber, Inc.

1250 Towerlane, Erie, PA 16505 · EIN 25-1185026

Plan year 2022

Groups

Lives under management

1,740

Direct (A)

$9,126

Additional (C)

Over time

Change across plan years

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

Series

Groups1

Book movement

Lancaster groups and lives vs 2021

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 2021

Δ Lives

−293 · −14.4% vs 2021

Added (0)

None

Dropped (0)

None

Placement peers

Similar placement

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

Umr, Inc.71% mix match · 2 groups · 1,372 lives

Lillis Mckibben Bongiovanni & Co (L71% mix match · 18 groups · 4,146 lives

Conrad Siegel Inc.50% mix match · 6 groups · 3,200 lives

Think differently

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

Pcf Insurance Services Of The West0% mix match · 9 groups · 1,745 lives

Stop-loss: Everest Reinsurance Company (50%) vs your broker’s Granular Insurance Company (50%)

Alpha Benefits Group, Inc0% mix match · 15 groups · 1,722 lives

Stop-loss: Everest Reinsurance Company (71%) vs your broker’s Granular Insurance Company (50%)

Commonwealth Financial Group0% mix match · 19 groups · 1,765 lives

Stop-loss: Everest Reinsurance Company (94%) vs your broker’s Granular Insurance Company (50%)

Cummings Insurance Agency0% mix match · 15 groups · 1,868 lives

Stop-loss: Everest Reinsurance Company (100%) vs your broker’s Granular Insurance Company (50%)

Rxbenefits, Inc.0% mix match · 4 groups · 1,503 lives

Stop-loss: Symetra Life Insurance Company (67%) vs your broker’s Granular Insurance Company (50%)

Coverage mix this year

Other2

Life1

Vision1

Appears alongside

The Hdh Group Inc2

Highmark2

Prime Therapeutics, LLC2

Hub International1

Sun Life Assurance Co Of Canada1

Frissora & Associates, LLC1

Meritain Health1

Relationships

Groups on this book in 2022

Employer	Lives
United Refining Company	767
Greenleaf Corporation	333
Children'S Home Of Bradford	640

Disruption in this book

Flagged groups

United Refining Company
Coverage added in the last 2 years
Greenleaf Corporation
Named parties added · Named parties removed · Carriers added · Carriers removed
Children'S Home Of Bradford
Carriers added · Carriers removed · Comp % outside peer band

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Employer

Lives

United Refining Company

767

Greenleaf Corporation

333

Children'S Home Of Bradford

640