Broker brief

Innovative Benefit Planning, LLC

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

Over time

Change across plan years

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

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.

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

• Further, LLC

  Reported premium moved · Broker tenure · Comp % outside peer band

• Gemini Bakery Equipment Company

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

• Cohen & Company, LLC

  Named parties removed · Comp % outside peer band

• Riley Sales, Inc.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed

• The Krapf Bus Companies

  Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved

• Intercommunity Action, Inc.

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

• Automated Financial Systems, LLC

  Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved

• Penndel Mental Health Center

  Named parties added · Coverage removed in the last 2 years · Carriers removed