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Broker brief

Lockton Companies, LLC

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

Plan year 2024

Groups

Lives under management

122,744

Direct (A)

$7,762,452

Additional (C)

$3,578

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 2023

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

−2 · −2.4% vs 2023

Δ Lives

−8,105 · −6.2% vs 2023

Added (11)

Mastery Schools · 1,728 lives
Dr Gertrude A Barber National Institute · 1,094 lives
Ferroworks LLC · 549 lives
Signant Health Global LLC · 500 lives
Infraservices Group Resources LLC · 482 lives
Zentis North America · 413 lives
Elemica, Inc. · 322 lives
Automated Financial Systems, LLC · 251 lives

Dropped (13)

Rentokil North America Inc. · 8,092 lives
Unisys Corporation · 2,848 lives
Ahf, LLC DBA Ahf Products · 2,396 lives
Cnx Resources Corporation · 1,230 lives
Link Logistics Real Estate LLC · 1,118 lives
Argo Ai, LLC · 1,045 lives
Gaudenzia, Inc. · 960 lives
Keystone Nfp Acquisitions LLC · 947 lives

Placement peers

Similar placement

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

Willis Towers Watson Northeast, Inc76% mix match · 59 groups · 151,839 lives

Lower Schedule A / Schedule C $/life vs this broker

Willis Towers Watson71% mix match · 48 groups · 74,434 lives

Lower Schedule A / Schedule C $/life vs this broker

Emerson Rogers LLC59% mix match · 306 groups · 92,781 lives

Aon Consulting, Inc.55% mix match · 64 groups · 216,364 lives

Lower Schedule A $/life vs this broker

Usi Insurance Services (Ri)51% mix match · 154 groups · 147,770 lives

Lower Schedule A $/life vs this broker

Think differently

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

Bsi Corporate Benefits, Inc.18% mix match · 79 groups · 235,769 lives

Medical: Principal Life Insurance Company (50%) vs your broker’s Independence Blue Cross (28%)

Henderson Brothers Inc.30% mix match · 83 groups · 75,116 lives

Medical: Highmark, Inc. (43%) vs your broker’s Independence Blue Cross (28%)

Acrisure, LLC DBA Ashton Benefits33% mix match · 42 groups · 69,451 lives

The Hdh Group, Inc.37% mix match · 91 groups · 152,987 lives

Medical: Highmark Inc. (33%) vs your broker’s Independence Blue Cross (28%)

Marsh Usa, Inc.37% mix match · 6 groups · 102,005 lives

Medical: Aetna Life Insurance Co. (40%) vs your broker’s Independence Blue Cross (28%)

Coverage mix this year

Life53

Other38

Medical24

Vision21

Dental20

Dental + Vision17

Stop-loss3

AD&D1

Appears alongside

Emerson Rogers LLC8

Mercer (Us), Inc.6

Marsh & Mclennan Agency, LLC East4

Gallagher Fiduciary Advisors, LLC4

Nfp Corporate Services (Pa), Inc.3

Alliant Insurance Services, Inc.3

Mercer Health & Benefits, LLC3

Nfp Corporate Services (Ny) LLC2

Henderson Brothers Inc.2

Amerihealth Administrators, Inc.2

Relationships

Groups on this book in 2024

Employer	Lives
Liberty Coca-Cola Beverages LLC	1976
Polytek Development Corp.	434
Trident Usa Health Services	2643
S.H. Bell Company, LLC	115
Pantherx Specialty, LLC	798
Graham Packaging Company, L.P.	4902
Elemica, Inc.	322
Customers Bank	824
Arctic Glacier U. S. A., Inc.	606
Citadel Federal Credit Union	984
Ascensus, LLC	5999
Paperworks Industries, Inc.	910
Turn 5, Inc.	507
Bbu, Inc.	4100
A. Stucki Company	1354
Infraservices Group Resources LLC	482
Arlanxeo Usa LLC	816
Dr Gertrude A Barber National Institute	1094
Glen-Gery Corporation	962
Shift4 Payments, LLC	3315
The Conti Group, LLC	549
Ameribest Home Care Inc	2035
Rawle & Henderson, LLP	147
Amercareroyal, LLC	805
The Wright Center For Graduate Medical Education	633
Center For Breakthrough Medicines	469
Utz Quality Foods, LLC	1999
Aaa East Central	1757
Pdc Machines, LLC	112
Pittsburgh Logistics Systems, Inc. DBA Pls Logistics Services	251
Accupac, Inc.	913
Touchpoint, Inc.	180
Agr International, Inc.	318
Latitude Ai LLC	1168
Xactus, LLC	751
Patriot Home Care, Inc.	3672
Progenyhealth, LLC	453
Antonio Origlio, Inc.	146
Aog, LLC DBA Tandem Foods	425
Balfour Beatty Investments, Inc.	1942
Simpson Senior Services	291
Zentis North America	413
Bm Technologies, Inc. DBA Bmtx	200
Signant Health Global LLC	500
St. Clair Hospital	1829
Bridon American Corporation	304
Skf Usa Inc.	7358
Pfm Financial Advisors, LLC	348
Liberty Tire Services, LLC	2821
Chubb Ina Holdings Inc Formerly Ace Ina Holdings Inc.	34775
Title Abstract Company Of Pennsylvania	139
Inrcore, LLC	505
Lgg Industrial Holdings, Inc.	784
Boro Developers, Inc.	135
Sabre Systems, LLC	247
Global Tax Management, Inc.	192
Greenphire, LLC	309
Oatly Inc.	226
University City Housing Associates	209
Marshall Dennehey P.C.	1125
Sila Services, LLC	1724
Susquehanna International Group, LLP	1508
Harpoint Holdings, Inc.	253
Rn Enterprises, LLC	1032
Pennsylvania Dermatology Partners Inc.	399
Automated Financial Systems, LLC	251
Peak Technical Services, Inc.	131
Hb Global, LLC	1043
Pennsylvania Machine Works, Inc. Penn Machine	1087
Ferroworks LLC	549
I&I Sales Group, LLC	920
Mastery Schools	1728
Keystone Peer Review Organization, Inc.	350
Radius Holdings LLC	157
Us Healthconnect, Inc.	319
Pa Thoroughbred Horsemen'S Association, Inc	240
Resolution Life Us	1085
Annexus Health, Inc.	148
Imagefirst Healthcare Laundry Specialists, Inc.	4550
Cornelis Networks	209
Table Trust Brands, LLC	247
Philadelphia Cricket Club	236

Disruption in this book

Flagged groups

Liberty Coca-Cola Beverages LLC
Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Polytek Development Corp.
Named parties removed · Coverage removed in the last 2 years
Trident Usa Health Services
Named parties added · Named parties removed
S.H. Bell Company, LLC
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Pantherx Specialty, 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
Graham Packaging Company, L.P.
Named parties added · Named parties removed · Reported premium moved
Elemica, Inc.
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added
Customers Bank
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed
Arctic Glacier U. S. A., Inc.
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Citadel Federal Credit Union
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
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
Paperworks Industries, Inc.
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Turn 5, Inc.
Named parties added · Named parties removed
Bbu, Inc.
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
A. Stucki Company
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Arlanxeo Usa LLC
Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Dr Gertrude A Barber National Institute
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Glen-Gery Corporation
Reported premium moved · Broker tenure
Shift4 Payments, LLC
Named parties added · Named parties removed
The Conti Group, LLC
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
Ameribest Home Care Inc
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Rawle & Henderson, LLP
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Amercareroyal, LLC
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
The Wright Center For Graduate Medical Education
Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Center For Breakthrough Medicines
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved
Utz Quality Foods, LLC
Named parties added · Named parties removed · Reported premium moved
Aaa East Central
Named parties removed · Carriers added · Carriers removed · 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 · Covered lives moved · Reported premium moved · Comp % outside peer band
Pittsburgh Logistics Systems, Inc. DBA Pls Logistics Services
Covered lives moved · Reported premium moved · Comp % outside peer band
Accupac, Inc.
Coverage added in the last 2 years · Reported premium moved
Touchpoint, Inc.
Named parties removed · Carriers added · Carriers removed
Agr International, 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
Latitude Ai 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
Xactus, LLC
Named parties added · Named parties removed · Coverage added in the last 2 years
Patriot Home Care, 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
Progenyhealth, 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 · Comp % outside peer band
Antonio Origlio, Inc.
Named parties added · Named parties removed
Aog, LLC DBA Tandem Foods
Coverage added in the last 2 years · Coverage removed in the last 2 years · Broker tenure
Balfour Beatty Investments, Inc.
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Simpson Senior Services
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
Zentis North America
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Bm Technologies, Inc. DBA Bmtx
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Signant Health Global 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 · Comp % outside peer band
St. Clair Hospital
Reported premium moved · Comp % outside peer band
Bridon American Corporation
Named parties removed · Coverage removed in the last 2 years · Reported premium moved
Skf Usa Inc.
Named parties removed · Coverage added in the last 2 years
Pfm Financial Advisors, 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
Liberty Tire Services, LLC
Carriers removed · Reported premium moved · Broker tenure
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
Title Abstract Company Of Pennsylvania
Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Inrcore, LLC
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Lgg Industrial Holdings, 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
Boro Developers, Inc.
Broker tenure
Sabre Systems, LLC
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Global Tax Management, 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
Greenphire, LLC
Named parties removed · Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Oatly Inc.
Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
University City Housing Associates
Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Marshall Dennehey P.C.
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Sila Services, LLC
Named parties removed · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Susquehanna International Group, LLP
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.
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Rn Enterprises, 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
Pennsylvania Dermatology Partners 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 · Comp % outside peer band
Automated Financial Systems, LLC
Named parties added · Named parties removed · Coverage removed in the last 2 years
Peak Technical Services, Inc.
Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
Hb Global, LLC
Named parties removed · Comp % outside peer band
Pennsylvania Machine Works, Inc. Penn Machine
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed
I&I Sales Group, LLC
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Mastery Schools
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed
Keystone Peer Review Organization, Inc.
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Radius Holdings 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
Us Healthconnect, Inc.
Coverage removed in the last 2 years
Pa Thoroughbred Horsemen'S Association, Inc
Named parties added · Carriers added · Carriers removed · Reported premium moved
Resolution Life Us
Coverage added in the last 2 years · Reported premium moved · Broker tenure · Comp % outside peer band
Annexus Health, Inc.
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Imagefirst Healthcare Laundry Specialists, Inc.
Named parties removed · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Cornelis Networks
Named parties added · Coverage added in the last 2 years · Carriers added · 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 · Reported premium moved · Comp % outside peer band
Philadelphia Cricket Club
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

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