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Broker brief

Ima Financial Group (Pittsburgh, Pa

Po Box 955, Kittanning, PA 16201 · EIN 20-2557329

Plan year 2020

Groups

Lives under management

1,224

Direct (A)

$57,953

Additional (C)

Over time

Change across plan years

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

Series

Groups8

Book movement

Lancaster groups and lives

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

No prior year

Δ Lives

No prior year

Added (6)

Shalepro Energy Services, LLC · 416 lives
Nextier Bank, N.A. · 283 lives
Preferred Primary Care Physicians, Inc. · 273 lives
Evergreen Homes, Inc. · 122 lives
Sylvan Inc. · 104 lives
Michels Bakery, Inc. · 26 lives

Dropped (0)

None

Placement peers

Similar placement

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

United Concordia Companies, Inc.67% mix match · 3 groups · 2,135 lives

Lower Schedule A $/life vs this broker

Bcf Group63% mix match · 4 groups · 879 lives

Lower Schedule A $/life vs this broker

Manufacturer & Business Association63% mix match · 5 groups · 645 lives

Lower Schedule A $/life vs this broker

Loesel-Schaaf Insurance63% mix match · 16 groups · 3,604 lives

C B Tracy & Associates DBA Tracyco60% mix match · 7 groups · 2,307 lives

Think differently

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

Beneserv, A Division Of Onedigital0% mix match · 4 groups · 1,473 lives

Medical: Independence Blue Cross (50%) vs your broker’s Colonial Life & Accident Insurance Company (25%)

The Plexus Groupe LLC0% mix match · 2 groups · 1,675 lives

Medical: Independence Administrators (50%) vs your broker’s Colonial Life & Accident Insurance Company (25%)

Emerson Rogers LLC0% mix match · 2 groups · 751 lives

Medical: Independence Blue Cross (50%) vs your broker’s Colonial Life & Accident Insurance Company (25%)

Plansource Benefits Administration0% mix match · 5 groups · 1,712 lives

Medical: Metropolitan Life Insurance Company (67%) vs your broker’s Colonial Life & Accident Insurance Company (25%)

Birch Benefits, LLC0% mix match · 7 groups · 1,878 lives

Medical: Independence Blue Cross (60%) vs your broker’s Colonial Life & Accident Insurance Company (25%)

Coverage mix this year

Medical3

Dental + Vision2

Other1

Life1

Appears alongside

Babb Inc1

Digital Insurance, Inc.1

Relationships

Groups on this book in 2020

Employer	Lives
Shalepro Energy Services, LLC	416
Michels Bakery, Inc.	26
Nextier Bank, N.A.	283
Sylvan Inc.	104
Evergreen Homes, Inc.	122
Preferred Primary Care Physicians, Inc.	273

Disruption in this book

Flagged groups

Michels Bakery, Inc.
Comp % outside peer band

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Employer

Lives

Shalepro Energy Services, LLC

416

Michels Bakery, Inc.

Nextier Bank, N.A.

283

Sylvan Inc.

104

Evergreen Homes, Inc.

122

Preferred Primary Care Physicians, Inc.

273