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Broker brief

Meritain Health, An Aetna Company

300 Corporate Parkway, Amherst, NY 14226 · EIN 16-1264154

Plan year 2023

Groups

Lives under management

511

Direct (A)

$293,860

Additional (C)

$3,373

Over time

Change across plan years

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

Series

Groups2

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.

Δ Groups

−1 · −20.0% vs 2022

Δ Lives

−104 · −16.9% vs 2022

Added (0)

None

Dropped (1)

Centers For Advanced Urology, LLC · 95 lives

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.

Aperture Consulting - Richard Wilbe0% mix match · 3 groups · 261 lives

Stop-loss: Optum Health (Unimerica Insurance Company) (100%) vs your broker’s Everest Reinsurance Company (25%)

Independence Administrators (Ia)0% mix match · 3 groups · 1,026 lives

Stop-loss: HM Insurance Group (50%) vs your broker’s Everest Reinsurance Company (25%)

Ap Benefit Advisors LLC0% mix match · 8 groups · 1,031 lives

Stop-loss: Optum Health (Unimerica Insurance Company) (50%) vs your broker’s Everest Reinsurance Company (25%)

Innovative Benefit Planning, LLC0% mix match · 8 groups · 1,410 lives

Stop-loss: HM Life Insurance Company (50%) vs your broker’s Everest Reinsurance Company (25%)

Swift Kennedy & Associates, Inc.0% mix match · 9 groups · 1,448 lives

Stop-loss: Optum Health (Unimerica Insurance Company) (50%) vs your broker’s Everest Reinsurance Company (25%)

Coverage mix this year

Stop-loss2

Medical1

Other1

Appears alongside

Patriot (Exude, Inc.)1

The Benecon Group1

Nfp Corporate Services (Pa), Inc.1

ConnectCare31

Lillis Mckibben Bongiovanni & Co (L1

Loesel-Schaaf Insurance1

Frissora & Associates, LLC1

Amca1

Relationships

Groups on this book in 2023

Employer	Lives
Equal Measure	25
Kunzler & Company, Inc.	202
Corry Manufacturing Company	193
Falcon Drilling	91

Disruption in this book

Flagged groups

Equal Measure
Named parties added
Kunzler & Company, Inc.
Named parties removed · Covered lives moved · Comp % outside peer band
Corry Manufacturing Company
Named parties added · Named parties removed · Carriers added · Comp % outside peer band
Falcon Drilling
Carriers added · Carriers removed · Broker tenure

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Employer

Lives

Equal Measure

Kunzler & Company, Inc.

202

Corry Manufacturing Company

193

Falcon Drilling