Broker brief

James R Nelligan & Associates

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

Over time

Change across plan years

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

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.

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

• Moravian Academy

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

• Gemma Services

  Named parties removed · Covered lives moved

• Chalmers & Kubeck, Inc.

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

• The Juniata Valley Bank

  Broker tenure

• Modjeski And Masters, Inc.

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

• Atas International, Inc.

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

• C. H. Briggs Company

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

• Viwinco, Inc.

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

• Genus Lifesciences Inc.

  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

• The Phoenix Forge Group LLC

  Named parties added · Carriers added · Carriers removed · Comp % outside peer band

• Borton-Lawson Engineering, Inc.

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

• Innovative Control Systems, Inc.

  Broker tenure

• The Agnes Irwin School

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

• Friends Select School

  Carriers added · Carriers removed · Broker tenure

• Service Tire Truck Centers

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

• Fromm Electric Supply Corporation

  Carriers removed · Covered lives moved · Broker tenure

• Salus University

  Carriers added · Carriers removed · Broker tenure

• R. M. Palmer Company

  Broker tenure

• The University Of The Arts

  Named parties added · Named parties removed · Carriers added · Carriers removed · Comp % outside peer band

• Temperatsure, LLC DBA Nordic Cold Chain Solutions

  Named parties added · Named parties removed · Carriers added · Carriers removed · Comp % outside peer band

• Robert D. Gilmore & Associates, Inc.

  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

• American Institute For Cpcu

  Carriers added · Carriers removed · Broker tenure

• Qnb Bank

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

• Abec, Inc.

  Broker tenure · Comp % outside peer band

• Horwith Trucks, Inc.

  Broker tenure

• American Society For Testing & Materials

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

• Cabrini University

  Carriers added · Carriers removed

• Highwood Usa, LLC

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

• Leeds Health Care Services, Inc., DBA Nottingham Village

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

• Bazella Works

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

• The Haverford School

  Broker tenure

• Whitemarsh Continuing Care Retirement Community

  Broker tenure · Comp % outside peer band

• E4 Services, LLC

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

• The Baldwin School

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

• Isoclima Specialty Glass, LLC

  Comp % outside peer band

• The Shipley School

  Carriers added · Carriers removed · Broker tenure

• The Hill School

  Broker tenure

• Almo Corporation

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

• Benton Foundry, Inc.

  Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Coopersburg Kenworth, Inc.

  Broker tenure

• Friends' Central School Corporation

  Broker tenure

• Abington Friends School

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

• Germantown Academy

  Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band

• Saint Joseph'S Preparatory School

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

• Lehigh Valley Children'S Centers, Inc.

  Broker tenure · Comp % outside peer band

• Misco Products Corporation

  Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure

• L.F. Lambert Spawn Company, Inc.

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

• Multi-Flow Industries, LLC

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

• Human Active Technology, LLC

  Carriers added · Carriers removed · Covered lives moved · Broker tenure · Comp % outside peer band

• Eastern University

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

• La Salle University

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

• Immaculata University

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

• Executive Education Academy Charter School

  Broker tenure

• Industrial Construction Services And Design 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

• Eagle Metals, Inc.

  Comp % outside peer band

• Clear Employer Services LLC

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