Broker brief

Lillis Mckibben Bongiovanni & Co (L

305 W 6th Street, Erie, PA 16507 · EIN 25-1411965

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

• Peterson Bros., 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 · Broker tenure

• Custom Engineering Co.

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

• Marquette Savings Bank

  Broker tenure

• Corry Manufacturing Company

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

• Vpi Acquisition LLC Viking Plastics

  Broker tenure · Comp % outside peer band

• C.A. Curtze Company

  Covered lives moved · Broker tenure

• Deist Industries, Inc.

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

• Gaudenzia Erie, Inc.

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

• Black Knight Security Inc.

  Coverage removed in the last 2 years · Carriers removed · Broker tenure

• Widget Federal Credit Union

  Reported premium moved · Broker tenure

• Plastikos, Inc.

  Reported premium moved · Broker tenure

• Community Resources For Independence, Inc.

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

• Sarah A. Reed Children'S Center

  Named parties added · Named parties removed

• Logistics Plus, Inc.

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

• Modern Industries, Inc.

  Broker tenure · Comp % outside peer band

• Valley Tire Company

  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

• Eriez Manufacturing Company

  Coverage removed in the last 2 years · Carriers removed · Broker tenure

• Clarion Industries, Inc.

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