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Broker brief

Lockton Companies, LLC

444 West 47th Street, Suite 900, Kansas City, MO 64112 · EIN 20-3354970

Plan year 2020

Groups

Lives under management

88,998

Direct (A)

$4,133,799

Additional (C)

Over time

Change across plan years

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

Series

Groups37

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

+58 · +5800.0% vs 2019

Δ Lives

+88,898 · +88898.0% vs 2019

Added (58)

Chubb Ina Holdings Inc Formerly Ace Ina Holdings Inc. · 17,991 lives
Bbu, Inc. · 6,140 lives
Adapthealth, LLC · 5,282 lives
Graham Packaging Company, L.P. · 5,220 lives
Unisys Corporation · 3,751 lives
Baker Tilly Virchow Krause, LLP · 3,684 lives
Ascensus, LLC · 3,629 lives
Trident Usa Health Services · 3,394 lives

Dropped (0)

None

Placement peers

Similar placement

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

Willis Towers Watson Northeast, Inc83% mix match · 60 groups · 74,660 lives

Usi Insurance Services (Ri)75% mix match · 134 groups · 91,592 lives

Willis Towers Watson66% mix match · 38 groups · 62,390 lives

Lower Schedule A $/life vs this broker

Alliant Insurance Services, Inc.61% mix match · 61 groups · 94,675 lives

Assured Partners (Central Pa)60% mix match · 75 groups · 54,148 lives

Think differently

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

Buck Global, LLC10% mix match · 12 groups · 52,283 lives

Stop-loss: HM Life Insurance Company (67%) vs your broker’s Aetna Life Insurance Company (33%)

Aon Risk Service Central, Inc.14% mix match · 30 groups · 46,474 lives

Stop-loss: HM Life Insurance Company (50%) vs your broker’s Aetna Life Insurance Company (33%)

Henderson Brothers Inc.21% mix match · 90 groups · 49,717 lives

Stop-loss: HM Life Insurance Company (53%) vs your broker’s Aetna Life Insurance Company (33%)

Capital Management Enterprises Inc41% mix match · 13 groups · 169,849 lives

The Hdh Group, Inc.42% mix match · 83 groups · 118,064 lives

Stop-loss: Everest Reinsurance Company (35%) vs your broker’s Aetna Life Insurance Company (33%)

Coverage mix this year

Life38

Medical30

Other29

Dental17

Vision15

Dental + Vision7

Stop-loss1

AD&D1

Appears alongside

Mercer (Us), Inc.3

Aon Consulting, Inc.3

Marsh & Mclennan Agency, LLC East3

Independence Administrators2

Gallagher Fiduciary Advisors, LLC2

Aetna Life Insurance Company2

Nfp Corporate Services (Pa), Inc.2

Usi Insurance Services (Ri)1

Capital Advantage Assurance Company1

Ameritas Life Insurance Corp.1

Relationships

Groups on this book in 2020

Employer	Lives
Philadelphia Cricket Club	252
Seg, Inc.	933
Marshall Dennehey P.C.	1113
Balfour Beatty Investments, Inc.	1697
Harpoint Holdings, Inc.	182
Ashland Foundry And Machine Works, LLC	145
Unisys Corporation	3751
Humangood East	508
Baker Tilly Virchow Krause, LLP	3684
Boro Developers, Inc.	237
Ernest Health Holdings, LLC	2705
Accupac, Inc.	585
Cen Trak, Inc.	320
Pa Thoroughbred Horsemen'S Association, Inc	327
Ascensus, LLC	3629
Ampco-Pittsburgh Corporation	275
Public Financial Management	1130
Pilot Air Freight, LLC	295
Trident Usa Health Services	3394
Customers Bank	1442
Pittsburgh Logistics Systems, Inc. DBA Pls Logistics Services	447
Amercareroyal, LLC	370
The Wright Center For Graduate Medical Education	1029
Ahf, LLC DBA Ahf Products	1459
Zentis North America	338
Berkadia Commercial Mortgage LLC	2464
Greenphire, LLC	302
Glen-Gery Corporation	727
A. Stucki Company	1804
Paperworks Industries, Inc.	875
Graham Packaging Company, L.P.	5220
Ameribest Home Care Inc	1496
Bennett Bricklin And Saltzburg LLC	307
Gassearch Drilling Services	926
Turn 5, Inc.	365
Ametek, Inc.	18
Daniel F Young Inc	424
Chubb Ina Holdings Inc Formerly Ace Ina Holdings Inc.	17991
Progenyhealth, LLC	228
Bbu, Inc.	6140
Elite Sportswear, L.P.	418
Stonepoint Materials, LLC	382
St. Clair Hospital	1976
Liberty Tire Services, LLC	1460
Antonio Origlio, Inc.	137
Keystone Nfp Acquisitions LLC	605
Aog, LLC DBA Tandem Foods	398
University City Housing Associates	1187
Rn Enterprises, LLC	420
Almac Group, Inc.	2764
Gaudenzia, Inc.	845
Coredial, LLC	319
Radius Holdings LLC	1315
Table Trust Brands, LLC	709
Spark Dental Management	544
Ltl Color Compounders, LLC	111
Delaware Valley Management Holdings	143
Lombard International	449
Adapthealth, LLC	5282

Disruption in this book

Flagged groups

Philadelphia Cricket Club
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
Seg, Inc.
Comp % outside peer band
Marshall Dennehey P.C.
Comp % outside peer band
Balfour Beatty Investments, Inc.
Comp % outside peer band
Harpoint Holdings, Inc.
Comp % outside peer band
Ashland Foundry And Machine Works, LLC
Comp % outside peer band
Unisys Corporation
Comp % outside peer band
Baker Tilly Virchow Krause, LLP
Comp % outside peer band
Ernest Health Holdings, LLC
Comp % outside peer band
Ampco-Pittsburgh Corporation
Comp % outside peer band
Public Financial Management
Comp % outside peer band
Trident Usa Health Services
Comp % outside peer band
Pittsburgh Logistics Systems, Inc. DBA Pls Logistics Services
Comp % outside peer band
Ahf, LLC DBA Ahf Products
Comp % outside peer band
Zentis North America
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Berkadia Commercial Mortgage LLC
Comp % outside peer band
Greenphire, LLC
Comp % outside peer band
Glen-Gery Corporation
Comp % outside peer band
A. Stucki Company
Comp % outside peer band
Paperworks Industries, Inc.
Comp % outside peer band
Graham Packaging Company, L.P.
Comp % outside peer band
Ameribest Home Care 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 · Comp % outside peer band
Ametek, Inc.
Comp % outside peer band
Chubb Ina Holdings Inc Formerly Ace Ina Holdings Inc.
Comp % outside peer band
Bbu, Inc.
Comp % outside peer band
Elite Sportswear, L.P.
Comp % outside peer band
St. Clair Hospital
Comp % outside peer band
Keystone Nfp Acquisitions LLC
Comp % outside peer band
Almac Group, Inc.
Comp % outside peer band
Coredial, LLC
Comp % outside peer band
Radius Holdings LLC
Comp % outside peer band
Ltl Color Compounders, LLC
Comp % outside peer band
Lombard International
Comp % outside peer band

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