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Broker brief

Navigation Benefits LLC

222 North Narberth Ave., Narberth, PA 19072 · EIN 26-4121129

Plan year 2020

Groups

Lives under management

7,291

Direct (A)

$264,937

Additional (C)

$318,856

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 2019

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

Δ Groups

+9 · +900.0% vs 2019

Δ Lives

+7,016 · +2551.3% vs 2019

Added (9)

Patriot Home Care, Inc. · 2,556 lives
Patriot Home Care, Inc. · 2,556 lives
Connect America · 674 lives
Affordable Home Care, LLC. · 591 lives
Davetta Care LLC · 280 lives
Countrywide Home Care Inc. · 154 lives
Public Health Management Corporation · 82 lives
Delta Community Supports, Inc. · 62 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.

Lillis Mckibben Bongiovanni & Co (L0% mix match · 20 groups · 4,782 lives

Stop-loss: Aetna Life Insurance Co (25%) vs your broker’s Westport Insurance Corporation (75%)
Medical: Upmc Health Options (38%) vs your broker’s Madison National Life (50%)

Davevic Benefit Consultants0% mix match · 17 groups · 6,298 lives

Medical: Upmc Health Options (41%) vs your broker’s Madison National Life (50%)

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

Medical: Upmc Health Options (40%) vs your broker’s Madison National Life (50%)

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

Medical: Capital Advantage Assurance Company (67%) vs your broker’s Madison National Life (50%)

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

Medical: American Fidelity Assurance Company (40%) vs your broker’s Madison National Life (50%)

Coverage mix this year

Life10

Dental + Vision4

Other4

Medical2

Stop-loss1

Dental1

Appears alongside

Ameritas2

Nfp Corporate Services (Pa), Inc.2

Alliant Insurance Services, Inc.1

Alpha Benefits Group, Inc1

Aon Consulting, Inc.1

Relationships

Groups on this book in 2020

Employer	Lives
Caresify LLC	287
Patriot Home Care, Inc.	2556
Delta Community Supports, Inc.	62
Public Health Management Corporation	82
Affordable Home Care, LLC.	591
Patriot Home Care, Inc.	2556
Caring People Alliance	49
Davetta Care LLC	280
Connect America	674
Countrywide Home Care Inc.	154

Disruption in this book

Flagged groups

Caresify LLC
Reported premium moved · Broker tenure · Comp % outside peer band
Patriot Home Care, Inc.
Comp % outside peer band
Delta Community Supports, Inc.
Comp % outside peer band
Public Health Management Corporation
Comp % outside peer band
Affordable Home Care, LLC.
Comp % outside peer band
Patriot 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 · Reported premium moved · Comp % outside peer band
Caring People Alliance
Comp % outside peer band
Davetta Care LLC
Comp % outside peer band
Connect America
Comp % outside peer band

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