Broker brief

Ima Financial Group (Pittsburgh, Pa

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

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2024

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.

Think differently

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

Disruption in this book

Flagged groups

• Pike Fuels Management Services Lp

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

• Assist Services 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

• Snyder Associated Companies, Inc.

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

• Oberg Industries, LLC

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

• Michael Baker International Holdco Corporation

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

• Blue Bird Bus Sales Of Pittsburgh

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

• Rosebud Mining Company

  Named parties removed

• Nextier Bank, N.A.

  Broker tenure