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Broker brief

Lr Webber

Po Box 593, Hollidaysburg, PA 16648 · EIN 25-1301205

Plan year 2020

Groups

Lives under management

9,007

Direct (A)

$324,216

Additional (C)

$644,537

Over time

Change across plan years

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

Series

Groups35

Book movement

Lancaster groups and lives

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

Δ Groups

No prior year

Δ Lives

No prior year

Added (30)

Retirement Community Health Plan Of Pa · 2,828 lives
Phoebe-Devitt Homes · 663 lives
Orrstown Financial Services, Inc. · 466 lives
Ritz-Craft Corporation Of Pennsylvania, Inc. · 455 lives
Acnb Bank · 382 lives
Peoples Security Bank & Trust Company · 367 lives
Citizens & Northern Bank · 347 lives
Garden Spot Village · 293 lives

Dropped (0)

None

Placement peers

Similar placement

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

No similar-placement peers in this year.

Think differently

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

Roche Financial Inc0% mix match · 5 groups · 9,490 lives

Medical: American Fidelity Assurance Company (40%) vs your broker’s Aetna Life Insurance Company (25%)

Nfp Corporate Services (Ny) LLC0% mix match · 8 groups · 7,937 lives

Medical: Independence Blue Cross (40%) vs your broker’s Aetna Life Insurance Company (25%)

Johnson, Kendall & Johnson Inc0% mix match · 31 groups · 10,446 lives

Medical: Independence Blue Cross (64%) vs your broker’s Aetna Life Insurance Company (25%)

Hub Int. (Pa)0% mix match · 9 groups · 5,887 lives

Medical: Upmc Health Options (40%) vs your broker’s Aetna Life Insurance Company (25%)

Employee Benefit Corporation0% mix match · 5 groups · 5,497 lives

Medical: Capital Advantage Assurance Company (67%) vs your broker’s Aetna Life Insurance Company (25%)

Coverage mix this year

Life15

Vision15

Dental12

Other10

Medical3

AD&D2

Dental + Vision1

Appears alongside

The Benecon Group, Inc.14

Pbasc7

Unimerica Insurance Company5

Connectcare 34

Highmark Blue Shield4

Murray Securus3

L. R. Webber Associates3

Capital Blue Cross3

Brown & Brown Of Pennsylvania2

Capital Advantage Assurance Company2

Relationships

Groups on this book in 2020

Employer	Lives
The Dime Bank	139
Mutual Benefit Group	145
Phoebe-Devitt Homes	663
Northumberland National Bank	93
Citizens & Northern Bank	347
Roaring Spring Blank Book Company	265
Emclaire Financial Corp.	129
Mauch Chunk Trust Company	52
Journey Bank	145
Lycoming Community Care, Inc.	155
Ritz-Craft Corporation Of Pennsylvania, Inc.	455
Quarryville Presbyterian Retirement Community	199
Riverview Bank	163
The Ephrata National Bank	281
Acnb Bank	382
First Keystone Community Bank	187
Fidelity Deposit & Discount Bank	253
Orrstown Financial Services, Inc.	466
Peoples Security Bank & Trust Company	367
Qnb Bank	148
Lifestyle Support Services, Inc.	112
Forever Media, Inc.	33
Blair Supply, Inc	101
The Village At Morrisons Cove	129
Garden Spot Village	293
Retirement Community Health Plan Of Pa	2828
Nulton Diagnostic & Treatment Center, P.C.	103
The Neffs National Bank	36
Malvern Bank, National Association	67
Wrc Senior Services	271

Disruption in this book

Flagged groups

Mutual Benefit Group
Comp % outside peer band
Roaring Spring Blank Book Company
Comp % outside peer band
Lycoming Community Care, Inc.
Comp % outside peer band
Qnb Bank
Comp % outside peer band
Forever Media, Inc.
Comp % outside peer band
Nulton Diagnostic & Treatment Center, P.C.
Comp % outside peer band

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