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Broker brief

James R Nelligan & Associates

1933 State 35, Ste 368, Wall, NJ 07719 · EIN 26-3294132

Plan year 2020

Groups

Lives under management

13,331

Direct (A)

$726,328

Additional (C)

Over time

Change across plan years

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

Series

Groups98

Book movement

Lancaster groups and lives vs 2019

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

Δ Groups

+55 · +5500.0% vs 2019

Δ Lives

+12,960 · +3493.3% vs 2019

Added (55)

Otg Management, LLC · 1,328 lives
Almo Corporation · 584 lives
La Salle University · 579 lives
R. M. Palmer Company · 499 lives
Maid-Rite Specialty Foods Inc. · 473 lives
Clear Employer Services LLC · 388 lives
The University Of The Arts · 359 lives
American Society For Testing & Materials · 344 lives

Dropped (0)

None

Placement peers

Similar placement

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

No similar-placement peers in this year.

Think differently

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

Roche Financial Inc0% mix match · 5 groups · 9,490 lives

Medical: American Fidelity Assurance Company (40%) vs your broker’s Capital Advantage Assurance Company (36%)

Mcconkey Benefits & Financial Servi5% mix match · 73 groups · 14,943 lives

Medical: Principal Life Insurance Company (44%) vs your broker’s Capital Advantage Assurance Company (36%)

Navigation Benefits LLC5% mix match · 10 groups · 7,291 lives

Medical: Madison National Life (50%) vs your broker’s Capital Advantage Assurance Company (36%)

Gunn Mowery, LLC6% mix match · 54 groups · 10,473 lives

Medical: Principal Life Insurance Company (33%) vs your broker’s Capital Advantage Assurance Company (36%)

Lr Webber6% mix match · 30 groups · 9,007 lives

Medical: Aetna Life Insurance Company (25%) vs your broker’s Capital Advantage Assurance Company (36%)

Coverage mix this year

Life41

Other20

Dental12

Dental + Vision8

AD&D7

Vision3

Medical2

Appears alongside

Armstrong, Doyle & Carroll, Inc.18

The Equinox Agency LLC18

Amerihealth Administrators, Inc.3

Tompkins Insurance3

Unum Life Insurance Co Of America3

Mcgriff Insurance Services Inc.2

Creative Benefits, Inc2

Conner Strong & Buckelew Companies1

Gunn Mowery, LLC1

Univest Insurance, LLC1

Relationships

Groups on this book in 2020

Employer	Lives
Gemma Services	309
Clear Employer Services LLC	388
L/B Water Service, Inc.	213
Vfd Technologies, Inc.	47
Salus University	300
Otg Management, LLC	1328
Advanced Dermatology Associates, Ltd	126
R. M. Palmer Company	499
The Juniata Valley Bank	149
American Institute For Cpcu	283
Integrichain, Inc.	283
Fromm Electric Supply Corporation	96
Friends Select School	137
Innovative Control Systems, Inc.	244
Penn Treaty Network America Insurance Company	9
Chalmers & Kubeck, Inc.	196
Leeds Health Care Services, Inc., DBA Nottingham Village	189
Horwith Trucks, Inc.	117
Viwinco, Inc.	235
Cabrini University	259
The University Of The Arts	359
Moravian Academy	126
Abec, Inc.	255
Qnb Bank	189
Robert D. Gilmore & Associates, Inc.	239
Chestnut Hill College	174
Modjeski And Masters, Inc.	205
Maid-Rite Specialty Foods Inc.	473
Highwood Usa, LLC	164
The Agnes Irwin School	154
C. H. Briggs Company	216
The Hill School	222
American Society For Testing & Materials	344
Borton-Lawson Engineering, Inc.	167
Germantown Academy	273
Executive Education Academy Charter School	154
Lehigh Valley Children'S Centers, Inc.	168
Whitemarsh Continuing Care Retirement Community	189
The Shipley School	169
The Haverford School	187
Bazella Works	96
Almo Corporation	584
E4 Services, LLC	178
Human Active Technology, LLC	169
Industrial Construction Services And Design Inc	106
Benton Foundry, Inc.	188
Molded Acoustical Products Of Easton, Inc.	257
Friends' Central School Corporation	172
The Baldwin School	134
Abington Friends School	114
Via Of The Lehigh Valley, Inc.	100
Coopersburg Kenworth, Inc.	312
Misco Products Corporation	235
La Salle University	579
Genus Lifesciences Inc.	142
Saint Joseph'S Preparatory School	131

Disruption in this book

Flagged groups

Gemma Services
Named parties added
L/B Water Service, Inc.
Comp % outside peer band
Vfd Technologies, Inc.
Comp % outside peer band
Salus University
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Otg Management, LLC
Comp % outside peer band
Advanced Dermatology Associates, Ltd
Comp % outside peer band
R. M. Palmer Company
Comp % outside peer band
Fromm Electric Supply Corporation
Comp % outside peer band
Penn Treaty Network America Insurance Company
Comp % outside peer band
Leeds Health Care Services, Inc., DBA Nottingham Village
Comp % outside peer band
Viwinco, Inc.
Comp % outside peer band
Cabrini University
Comp % outside peer band
The University Of The Arts
Comp % outside peer band
Moravian Academy
Comp % outside peer band
Abec, Inc.
Comp % outside peer band
Qnb Bank
Comp % outside peer band
Chestnut Hill College
Comp % outside peer band
Maid-Rite Specialty Foods Inc.
Comp % outside peer band
The Agnes Irwin School
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
C. H. Briggs Company
Comp % outside peer band
American Society For Testing & Materials
Comp % outside peer band
Borton-Lawson Engineering, Inc.
Named parties added · Reported premium moved
Germantown Academy
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Lehigh Valley Children'S Centers, Inc.
Comp % outside peer band
Whitemarsh Continuing Care Retirement Community
Comp % outside peer band
Almo Corporation
Comp % outside peer band
Industrial Construction Services And Design Inc
Comp % outside peer band
Molded Acoustical Products Of Easton, Inc.
Comp % outside peer band
The Baldwin School
Comp % outside peer band
Abington Friends School
Comp % outside peer band
Via Of The Lehigh Valley, Inc.
Comp % outside peer band
Misco Products Corporation
Comp % outside peer band
La Salle University
Comp % outside peer band
Genus Lifesciences Inc.
Comp % outside peer band

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