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Broker brief

Innovative Benefit Planning, LLC

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

Plan year 2024

Groups

Lives under management

894

Direct (A)

$55,249

Additional (C)

$35,130

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 2023

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

−4 · −50.0% vs 2023

Δ Lives

−516 · −36.6% vs 2023

Added (0)

None

Dropped (4)

Further, LLC · 210 lives
Penndel Mental Health Center · 99 lives
Cohen & Company, LLC · 89 lives
Riley Sales, Inc. · 77 lives

Placement peers

Similar placement

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

Tycor Benefit Administrators, Inc.100% mix match · 6 groups · 510 lives

Lower Schedule A $/life vs this broker

Pcf Insurance Services Of The West82% mix match · 7 groups · 1,776 lives

Lower Schedule A $/life vs this broker

Think differently

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

The Horton Group, Inc.0% mix match · 3 groups · 857 lives

Medical: Compsych Corporation (50%) vs your broker’s Independence Blue Cross (50%)

Patriot (The Safegard Group, Inc.)0% mix match · 6 groups · 852 lives

Medical: Kaiser Foundation Health Plan Inc (50%) vs your broker’s Independence Blue Cross (50%)

Armstrong, Doyle & Carroll, Inc.0% mix match · 2 groups · 822 lives

Medical: Independence Blue Cross (Medicare Advantage Hmo) (50%) vs your broker’s Independence Blue Cross (50%)

Imagine 360 Administrators, LLC0% mix match · 2 groups · 361 lives

Medical: Aetna Life Insurance Company (50%) vs your broker’s Independence Blue Cross (50%)

Onesource Benefit Solutions0% mix match · 10 groups · 1,585 lives

Medical: Highmark, Inc. (67%) vs your broker’s Independence Blue Cross (50%)

Coverage mix this year

Life3

Other2

Vision2

Medical1

AD&D1

Appears alongside

The Benecon Group1

Independence Administrators1

ConnectCare31

Kistler Tiffany Benefits Co1

Lockton Companies, LLC1

Relationships

Groups on this book in 2024

Employer	Lives
Gemini Bakery Equipment Company	122
Intercommunity Action, Inc.	155
Automated Financial Systems, LLC	251
The Krapf Bus Companies	366

Disruption in this book

Flagged groups

Gemini Bakery Equipment Company
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Intercommunity Action, Inc.
Named parties added · Carriers added · Reported premium moved
Automated Financial Systems, LLC
Named parties added · Named parties removed · Coverage removed in the last 2 years
The Krapf Bus Companies
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

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Employer

Lives

Gemini Bakery Equipment Company

122

Intercommunity Action, Inc.

155

Automated Financial Systems, LLC

251

The Krapf Bus Companies

366