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Broker brief

Ima Financial Group (Pittsburgh, Pa

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

Plan year 2021

Groups

Lives under management

2,243

Direct (A)

$225,290

Additional (C)

$22,910

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 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

+2 · +33.3% vs 2020

Δ Lives

+1,019 · +83.3% vs 2020

Added (3)

Snyder Associated Companies, Inc. · 391 lives
Sylvan Foods, Inc. · 261 lives
Family Counseling Center Of Armstrong County · 141 lives

Dropped (1)

Michels Bakery, Inc. · 26 lives

Placement peers

Similar placement

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

Davevic Benefit Consultants86% mix match · 19 groups · 6,526 lives

Lower Schedule C $/life vs this broker

C B Tracy & Associates DBA Tracyco80% mix match · 6 groups · 1,710 lives

Lillis Mckibben Bongiovanni & Co (L74% mix match · 20 groups · 4,554 lives

Lower Schedule C $/life vs this broker

Loesel-Schaaf Insurance65% mix match · 14 groups · 3,531 lives

Lower Schedule C $/life vs this broker

Hub Int. (Pa)58% mix match · 11 groups · 5,107 lives

Lower Schedule A / Schedule C $/life vs this broker

Think differently

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

Navigation Benefits LLC0% mix match · 8 groups · 2,230 lives

Medical: Independence Blue Cross (33%) vs your broker’s Highmark, Inc. (40%)

Innovative Benefit Planning, LLC0% mix match · 10 groups · 2,344 lives

Medical: Independence Blue Cross (71%) vs your broker’s Highmark, Inc. (40%)

Meritain Health, An Aetna Company0% mix match · 6 groups · 1,734 lives

Medical: Meritain Health, Inc. (67%) vs your broker’s Highmark, Inc. (40%)

Delaware Valley Health Care Coalit.0% mix match · 3 groups · 2,800 lives

Medical: Capital Advantage Insurance Company (50%) vs your broker’s Highmark, Inc. (40%)

Employee Benefits Consultants, LLC0% mix match · 7 groups · 1,653 lives

Medical: Capital Advantage Assurance Company (50%) vs your broker’s Highmark, Inc. (40%)

Coverage mix this year

Dental + Vision4

Life4

Medical4

Vision1

Other1

Appears alongside

Babb Inc2

Digital Insurance, Inc.1

Relationships

Groups on this book in 2021

Employer	Lives
Nextier Bank, N.A.	269
Snyder Associated Companies, Inc.	391
Shalepro Energy Services, LLC	340
Preferred Primary Care Physicians, Inc.	614
Sylvan Inc.	103
Sylvan Foods, Inc.	261
Evergreen Homes, Inc.	124
Family Counseling Center Of Armstrong County	141

Disruption in this book

Flagged groups

Nextier Bank, N.A.
Broker tenure
Snyder Associated Companies, Inc.
Named parties added · Named parties removed
Shalepro Energy Services, 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
Preferred Primary Care Physicians, Inc.
Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Sylvan Inc.
Carriers added · Carriers removed · Broker tenure
Sylvan Foods, Inc.
Named parties added · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Evergreen Homes, Inc.
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Family Counseling Center Of Armstrong County
Named parties added · Coverage added in the last 2 years · Comp % outside peer band

Loading analytics…

Employer

Lives

Nextier Bank, N.A.

269

Snyder Associated Companies, Inc.

391

Shalepro Energy Services, LLC

340

Preferred Primary Care Physicians, Inc.

614

Sylvan Inc.

103

Sylvan Foods, Inc.

261

Evergreen Homes, Inc.

124

Family Counseling Center Of Armstrong County

141