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 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

• L.F. Lambert Spawn Company, Inc.

  Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved

• The Phoenix Forge Group LLC

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

• Metzler Forest Products, LLC

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

• Countertek Inc.

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

• Motor Technology, Inc.

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

• Engle-Hambright & Davies, Inc.

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

• Dutch Valley Food Distributors, Inc.

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

• West Reading Radiology Associates

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

• Barwis Construction, LLC

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

• Multi-Flow Industries, LLC

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

• Vallorbs Jewel Company

  Named parties added · Comp % outside peer band

• Ymca Of Greater Brandywine

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

• Vision Mechancial, Inc.

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

• Carim Eye & Retina Center, Ltd.

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

• Vitac Corporation

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

• Buchanan Ingersoll & Rooney Pc

  Named parties added · 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

• Maid-Rite Specialty Foods Inc.

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

• Berks Construction Group, LLC

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

• Paradise Energy Solutions, LLC

  Named parties added · Reported premium moved

• Horwith Trucks, Inc.

  Named parties added

• Eagle Metals, Inc.

  Named parties added · Carriers added · Reported premium moved

• Gilberton Coal Company

  Coverage removed in the last 2 years · Covered lives moved

• Softerware, Inc.

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

• Highwood Usa, LLC

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

• Cnx Resources Corporation

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

• Borton-Lawson Engineering, Inc.

  Named parties added · Reported premium moved · Comp % outside peer band

• Consolidated Storage Companies, 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

• Robert D. Gilmore & Associates, Inc.

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

• Clear Employer Services LLC

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

• Atas International, Inc.

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

• Harbor Business Compliance Corporation DBA Harbor Compliance

  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

• Abel Construction Co Inc

  Named parties added

• Maugus Manufacturing, Inc.

  Named parties added · Carriers added · Carriers removed

• Delaware Valley University

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

• Jdk Management Co., L.P.

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

• Alcom Printing Group, Inc.

  Named parties added

• Rkl LLP

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

• American Society For Testing & Materials

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

• Jerome H. Rhoads, Inc.

  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

• Bj Baldwin Electric, Inc.

  Named parties added

• Bennett Bricklin And Saltzburg LLC

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

• Rutters Holdings, Inc.

  Coverage removed in the last 2 years · Reported premium moved

• Barry Isett & Associates Inc

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

• Storage Asset Management, LLC

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

• Temperatsure, LLC DBA Nordic Cold Chain Solutions

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

• Listrak Inc.

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

• Allied Resources Group LLC

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

• Qnb Bank

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

• Jm Search & Company

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

• Service Tire Truck Centers

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

• Human Active Technology, LLC

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

• The Mckee Group

  Named parties added · Comp % outside peer band

• Pennswood Village

  Named parties added · Carriers removed · Reported premium moved

• The Philadelphia Inquirer, Pbc

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

• Benton Foundry, Inc.

  Named parties added · Named parties removed · Reported premium moved

• Lehigh Valley Children'S Centers, Inc.

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

• St Anne'S Retirement Community, Inc

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

• Pwp Enterprises, Inc.

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

• E4 Services, LLC

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

• Eastern Controls, Inc. Of Pa

  Named parties added · Covered lives moved · Reported premium moved

• Hydac Technology Corp.

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

• Abec, Inc.

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

• Olson Technologies, Inc.

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

• Maurer & Scott Inc.

  Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Movers Specialty Service, Inc.

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

• Humane Pennsylvania

  Named parties added · Carriers added · Carriers removed · Reported premium moved · 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 · Reported premium moved · Broker tenure · Comp % outside peer band

• Giorgio Foods, 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

• Innovative Solutions & Support, LLC

  Named parties added · Covered lives moved · Reported premium moved

• Penn Color, Inc.

  Named parties added · Named parties removed · Reported premium moved

• Moyer & Son, Inc.

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

• Stoneridge Retirement Living Communities, Inc.

  Named parties added · Covered lives moved

• Double H Plastics, Inc.

  Named parties added · Coverage removed in the last 2 years

• Promise To Perform Industries, Inc.

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

• Dunwoody Village

  Named parties added

• D F Stauffer Biscuit Co Inc

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

• Almo Corporation

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

• Pencor Services, Inc.

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

• Shk Management, 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 · Covered lives moved · Reported premium moved · Comp % outside peer band

• Advanced Dermatology Associates, Ltd

  Named parties added · Carriers added · Carriers removed

• Madison Apartment Group, L.P.

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

• Misco Products Corporation

  Named parties added · Named parties removed

• Iron Workers Local Union 401 Supplemental Welfare Fund

  Comp % outside peer band

• Springside Chestnut Hill Academy

  Broker tenure

• Lancaster Country Day School

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

• Rajant Corporation

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

• Friends Select School

  Reported premium moved

• Anesthesia Specialists Of Bethlehem, P.C.

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

• Coopersburg Kenworth, Inc.

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

• Eeg, Inc.

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

• The Modern Group, Ltd

  Comp % outside peer band

• Holy Family University

  Named parties added · 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

• La Salle University

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

• Saint Joseph'S Preparatory School

  Broker tenure

• Dell Retirement Services, Inc.

  Named parties added · Reported premium moved · Comp % outside peer band

• Hummock Holdings, 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 · Comp % outside peer band

• Freedompay, Inc

  Named parties added · Reported premium moved

• The Merion Cricket Club

  Named parties added · Covered lives moved · Comp % outside peer band

• Pennsylvania School For The Deaf

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

• Elsner Engineering Works Inc.

  Named parties added · Carriers removed · Covered lives moved

• Aion Management, LLC

  Named parties added · Reported premium moved · Comp % outside peer band

• Cabrini University

  Reported premium moved · Comp % outside peer band

• C-B Tool Company

  Carriers removed · Comp % outside peer band

• American Crane & Equipment Corporation

  Named parties added · Reported premium moved · Comp % outside peer band

• The Baldwin School

  Broker tenure

• Midpenn Legal Services, Inc.

  Comp % outside peer band

• Meadowood Corporation

  Named parties added

• Gemma Services

  Broker tenure

• Market Resource Partners LLC

  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

• Messiah University

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

• Ollie'S Bargain Outlet, 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

• Executive Education Academy Charter School

  Broker tenure

• Motor Truck Equipment Company

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

• Hafer Petroleum Equipment, Ltd.

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

• Germantown Academy

  Coverage removed in the last 2 years

• The Agnes Irwin School

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

• Eastern University

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

• Easterseals Of Southeastern Pennsylvania

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

• The Klein Company

  Comp % outside peer band

• Caddick Utilities, LLC

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

• Utility/Keystone Trailer Sales, Inc

  Comp % outside peer band

• Whitemarsh Continuing Care Retirement Community

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

• White Horse Village Inc.

  Named parties added

• Community Action Partnership Of Lancaster County, Inc.

  Named parties added · Covered lives moved · Reported premium moved

• Tyber Medical LLC

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

• Abington Friends School

  Broker tenure

• Liberty Truck Center Inc

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

• Garman Builders, Inc.

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

• York Imperial Plastics, Inc.

  Named parties removed · Carriers added · Carriers removed

• Marsh & Mclennan Agency, LLC

  Named parties added · 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

• The Shipley School

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

• Delaware County Christian School

  Reported premium moved · Broker tenure

• The Haverford School

  Coverage added in the last 2 years

• Harold Beck & Sons, Inc.

  Named parties added · Reported premium moved

• Pareto Captive Services, LLC

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

• Fox Subacute Management, Inc.

  Named parties added · Covered lives moved · Reported premium moved

• Rivers Truck Center, Inc.

  Named parties removed · Carriers removed · Covered lives moved

• Immaculata University

  Coverage removed in the last 2 years

• I2c Synergy, Inc.

  Comp % outside peer band

• Industrial Construction Services And Design Inc

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

• Martin'S Flooring

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

• Viwinco, 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

• Ghr Healthcare, LLC

  Named parties added · Reported premium moved

• Mgs, 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

• American Institute For Cpcu

  Reported premium moved

• S1 Rpg, LLC DBA Rpg Resources

  Comp % outside peer band

• Maple Donuts, Inc.

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

• C. H. Briggs Company

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