Broker brief

Lockton Companies, LLC

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

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

• Patriot Home Care, Inc.

  Reported premium moved · Broker tenure

• Glen-Gery Corporation

  Reported premium moved · Broker tenure

• Arlanxeo Usa 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

• Link Logistics Real Estate LLC

  Named parties added · Reported premium moved

• Pantherx Specialty, LLC

  Covered lives moved · Reported premium moved · Broker tenure

• Ahf, LLC DBA Ahf Products

  Reported premium moved · Comp % outside peer band

• Pittsburgh Logistics Systems, Inc. DBA Pls Logistics Services

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

• Amercareroyal, LLC

  Covered lives moved · Reported premium moved · Broker tenure

• Marshall Dennehey P.C.

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

• Polytek Development Corp.

  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

• Liberty Coca-Cola Beverages LLC

  Covered lives moved · Comp % outside peer band

• Paperworks Industries, Inc.

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

• Progenyhealth, LLC

  Coverage removed in the last 2 years · Reported premium moved

• Utz Quality Foods, LLC

  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

• Shift4 Payments, LLC

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

• Liberty Tire Services, LLC

  Covered lives moved · Reported premium moved · Broker tenure

• Ascensus, LLC

  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

• Cnx Resources Corporation

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

• Ameribest Home Care Inc

  Named parties added · 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

• Chubb Ina Holdings Inc Formerly Ace Ina Holdings 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

• The Wright Center For Graduate Medical Education

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

• Trident Usa Health Services

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

• Rentokil North America Inc.

  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

• St. Clair Hospital

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

• Aaa East Central

  Broker tenure · Comp % outside peer band

• A. Stucki Company

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

• Turn 5, Inc.

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

• Pa Thoroughbred Horsemen'S Association, Inc

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

• Antonio Origlio, Inc.

  Named parties added · Named parties removed

• Touchpoint, Inc.

  Named parties added · Carriers added

• Delaware Valley Management Holdings

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

• Nonni'S Foods LLC

  Comp % outside peer band

• Arctic Glacier U. S. A., Inc.

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

• Greenphire, LLC

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

• Oatly Inc.

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

• Sila Services, LLC

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

• Xactus, LLC

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

• Inrcore, LLC

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

• Rawle & Henderson, LLP

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

• Graham Packaging Company, L.P.

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

• Unisys Corporation

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

• Argo Ai, LLC

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

• Harpoint Holdings, Inc.

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

• Skf Usa Inc.

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

• Gaudenzia, 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 · Comp % outside peer band

• Aog, LLC DBA Tandem Foods

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

• Keystone Nfp Acquisitions LLC

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

• Sabre Systems, LLC

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

• Accupac, Inc.

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

• Pennsylvania Dermatology Partners 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

• Rn Enterprises, LLC

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

• Pennsylvania Machine Works, Inc. Penn Machine

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

• University City Housing Associates

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

• Balfour Beatty Investments, Inc.

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

• Title Abstract Company Of Pennsylvania

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

• Customers Bank

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

• Resolution Life Us

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

• Boro Developers, Inc.

  Covered lives moved · Broker tenure

• Metropolitan Veterinary Associates, Inc.

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

• Simpson Senior Services

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

• Bridon American Corporation

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

• Susquehanna International Group, LLP

  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

• Keystone Peer Review Organization, Inc.

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

• Global Tax Management, Inc.

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

• I&I Sales Group, LLC

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

• Lgg Industrial Holdings, Inc.

  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

• Citadel Federal Credit Union

  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

• Us Healthconnect, Inc.

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

• Imagefirst Healthcare Laundry Specialists, Inc.

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

• Agr International, 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

• Hb Global, LLC

  Named parties added

• Cornelis Networks

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

• Pdc Machines, LLC

  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

• Table Trust Brands, LLC

  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

• Bbu, 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 · Comp % outside peer band

• Philadelphia Cricket Club

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

• Radius Holdings 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