Broker brief

Patriot (Exude, Inc.)

325 Chestnut Street, Philadelphia, PA 19106 · EIN 23-2859145

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2020

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

• Pentec Health, 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 · Comp % outside peer band

• Acme Corrugated Box Company, Inc.

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

• Mental Health Partnerships

  Named parties added · Named parties removed · Reported premium moved

• The Philadelphia Hand Center, P.C.

  Named parties added · Reported premium moved

• The Malvern School Of Glen Mills

  Named parties added · Named parties removed

• Actionaids, Inc. DBA Action Wellness

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

• Cohen & Company, LLC

  Comp % outside peer band

• Success Rehabilitation, Inc.

  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

• Intercommunity Action, Inc.

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

• Comhar, Inc.

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

• American Association For Cancer Research, Inc.

  Named parties added · Carriers added

• Northeast Building Products LLC

  Carriers added · Broker tenure

• Learn & Play, Inc. DBA Play And Learn

  Carriers added · Carriers removed · Broker tenure

• Congreso De Latinos Unidos, Inc.

  Broker tenure · Comp % outside peer band

• Energy Coordinating Agency Of Philadelphia, Inc.

  Broker tenure

• Carson Valley Childrens Aid

  Named parties added · Carriers added · Carriers removed

• Community Legal Services, Inc.

  Named parties added

• Little Flower Manor, Inc.

  Carriers added · Carriers removed · Broker tenure · Comp % outside peer band

• Sexchick Poultry Services, Incorporated

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

• Arora Engineers, LLC

  Named parties added · Named parties removed · Covered lives moved

• Corecare Systems, Inc.

  Named parties added · Named parties removed

• Pathways To Housing Pa, Inc.

  Reported premium moved · Broker tenure

• Project Home

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

• Norris Square Community Alliance

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

• Simona America Industries LLC

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