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Broker brief

Innovative Benefit Planning, LLC

101a Foster Road, Moorestown, NJ 08057 · EIN 52-2072161

Plan year 2021

Groups

Lives under management

2,344

Direct (A)

$193,856

Additional (C)

$30,270

Over time

Change across plan years

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

Series

Groups2

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

+1 · +11.1% vs 2020

Δ Lives

+67 · +2.9% vs 2020

Added (2)

The Krapf Bus Companies · 391 lives
Intercommunity Action, Inc. · 196 lives

Dropped (1)

Music Choice · 98 lives

Placement peers

Similar placement

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

Patriot (Exude, Inc.)88% mix match · 25 groups · 4,106 lives

Lower Schedule A $/life vs this broker

Fairmount Benefits, Inc.85% mix match · 12 groups · 3,366 lives

Univest Insurance, LLC72% mix match · 18 groups · 3,915 lives

Birch Benefits, LLC70% mix match · 12 groups · 4,083 lives

Lower Schedule A $/life vs this broker

Think differently

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

Adp, Inc.0% mix match · 3 groups · 2,288 lives

Medical: Crum And Forester (33%) vs your broker’s Independence Blue Cross (71%)

Ima Financial Group (Pittsburgh, Pa0% mix match · 8 groups · 2,243 lives

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

Webb Insurance, Inc.0% mix match · 9 groups · 2,583 lives

Medical: Capital Advantage Assurance Company (50%) vs your broker’s Independence Blue Cross (71%)

Onesource Benefit Solutions0% mix match · 9 groups · 1,891 lives

Medical: Highmark Inc (38%) vs your broker’s Independence Blue Cross (71%)

The Dbj Group Inc0% mix match · 17 groups · 2,942 lives

Medical: Upmc Health Options (43%) vs your broker’s Independence Blue Cross (71%)

Coverage mix this year

Other7

Life6

Vision4

AD&D4

Dental3

Medical2

Dental + Vision1

Appears alongside

Onedigital (Philadelphia)2

Lockton Companies, LLC1

The Benecon Group1

Independence Administrators1

Connectcare 31

Patriot (Exude, Inc.)1

Conner Strong & Buckelew Companies1

Kistler Tiffany Benefits Co1

Gallagher Fiduciary Advisors, LLC1

Relationships

Groups on this book in 2021

Employer	Lives
Title Abstract Company Of Pennsylvania	420
Y-Prime, LLC	278
Further, LLC	146
Gemini Bakery Equipment Company	105
Intercommunity Action, Inc.	196
The Krapf Bus Companies	391
Woods Services, Inc.	36
Automated Financial Systems, LLC	304
Penndel Mental Health Center	146
Omnicable Corporation	322

Disruption in this book

Flagged groups

Title Abstract Company Of Pennsylvania
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Y-Prime, LLC
Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Further, LLC
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Gemini Bakery Equipment Company
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Intercommunity Action, Inc.
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
The Krapf Bus Companies
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Woods Services, Inc.
Named parties added · Named parties removed · 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
Automated Financial Systems, LLC
Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Broker tenure
Penndel Mental Health Center
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Omnicable Corporation
Carriers added · Carriers removed · Broker tenure