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Broker brief

Ima Financial Group (Pittsburgh, Pa

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

Plan year 2023

Groups

Lives under management

3,447

Direct (A)

$417,552

Additional (C)

$31,327

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 2022

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 2022

Δ Lives

+522 · +17.8% vs 2022

Added (2)

Assist Services LLC · 122 lives
Tendo Systems Inc. · 43 lives

Dropped (2)

Shalepro Energy Services, LLC · 346 lives
Vsmpo-Tirus Us, Inc. · 136 lives

Placement peers

Similar placement

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

The Dbj Group Inc79% mix match · 28 groups · 4,847 lives

Lower Schedule A $/life vs this broker

Hub Int. (Pa)75% mix match · 17 groups · 5,387 lives

Lower Schedule A $/life vs this broker

Davevic Benefit Consultants74% mix match · 21 groups · 5,293 lives

Lower Schedule C $/life vs this broker

Lillis Mckibben Bongiovanni & Co (L74% mix match · 16 groups · 3,747 lives

Lower Schedule C $/life vs this broker

C B Tracy & Associates DBA Tracyco68% mix match · 6 groups · 1,976 lives

Think differently

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

Labor First LLC0% mix match · 4 groups · 3,072 lives

Medical: Blue Medicare Advantage (33%) vs your broker’s Highmark, Inc. (33%)

Delaware Valley Health Care Coalit.0% mix match · 4 groups · 2,801 lives

Medical: Geisinger Quality Options (33%) vs your broker’s Highmark, Inc. (33%)

Bswift, LLC0% mix match · 4 groups · 4,294 lives

Medical: Cigna Health And Life Insurance Company (67%) vs your broker’s Highmark, Inc. (33%)

Pcf Insurance Services Of The West0% mix match · 9 groups · 2,422 lives

Medical: Cigna Health And Life Insurance Company (67%) vs your broker’s Highmark, Inc. (33%)

Univest Insurance, LLC6% mix match · 19 groups · 4,337 lives

Medical: Independence Blue Cross (50%) vs your broker’s Highmark, Inc. (33%)

Coverage mix this year

Dental + Vision5

Medical5

Other5

Life4

Vision3

Dental2

Appears alongside

First National Insurance Agency1

The Benecon Group1

Meritain Health, An Aetna Company1

ConnectCare31

Babb Inc1

Assured Partners1

Relationships

Groups on this book in 2023

Employer	Lives
Assist Services LLC	122
Tendo Systems Inc.	43
Sylvan Inc.	106
Sylvan Foods, Inc.	143
Oberg Industries, LLC	726
Snyder Associated Companies, Inc.	366
Nextier Bank, N.A.	259
Crh Catering Co., Inc.	369
Preferred Primary Care Physicians, Inc.	727
Evergreen Homes, Inc.	135
Ecm Energy Services, Inc.	124
Chemstream, Inc.	327

Disruption in this book

Flagged groups

Sylvan Foods, Inc.
Comp % outside peer band
Oberg Industries, LLC
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
Snyder Associated Companies, Inc.
Broker tenure
Nextier Bank, N.A.
Broker tenure
Crh Catering Co., Inc.
Named parties added · Named parties removed · Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Preferred Primary Care Physicians, Inc.
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Reported premium moved
Evergreen Homes, Inc.
Named parties removed · Coverage removed in the last 2 years · Carriers removed
Ecm Energy Services, Inc.
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
Chemstream, Inc.
Named parties removed · Carriers added · Covered lives moved · Reported premium moved