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Broker brief

Patriot (Power-Kunkle Group, Inc.)

999 Berkshire Blvd Ste 160, Wyomissing, PA 19610 · EIN 33-1028341

Plan year 2023

Groups

Lives under management

8,124

Direct (A)

$784,417

Additional (C)

$1,477,778

Over time

Change across plan years

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

Series

Groups25

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

+4 · +7.0% vs 2022

Δ Lives

−1,464 · −15.3% vs 2022

Added (10)

Silberline Manufacturing Co., Inc. · 174 lives
Heller Capital Group, LLC · 128 lives
Stratix Systems, Inc. · 84 lives
Adelphi Kitchens, Inc. · 69 lives
Fleetwood Bank · 56 lives
Ethosource, LLC · 55 lives
Mayer Pollock Steel Corporation · 46 lives
Innovative Machining Technology, Inc. · 43 lives

Dropped (6)

Mitsubishi Chemical Advanced Materials Inc. · 941 lives
Fortna Inc. · 495 lives
Boyer'S Food Markets, Inc. · 464 lives
Bracey'S Supermarket, Inc. · 160 lives
Faddis Concrete Products, Inc. · 155 lives
Brookdale Drug & Alcohol Rehabilitation Center LLC · 148 lives

Placement peers

Similar placement

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

Brown & Brown Of Pennsylvania74% mix match · 64 groups · 12,296 lives

Lower Schedule C $/life vs this broker

Hub Int. (Pa)67% mix match · 17 groups · 5,387 lives

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

Tompkins Insurance66% mix match · 43 groups · 8,680 lives

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

Ingroup Associates, Inc.63% mix match · 38 groups · 15,410 lives

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

Davevic Benefit Consultants50% mix match · 21 groups · 5,293 lives

Lower Schedule C $/life vs this broker

Think differently

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

Bswift, LLC0% mix match · 4 groups · 4,294 lives

Johnson, Kendall & Johnson Inc9% mix match · 33 groups · 13,459 lives

Amerihealth Administrators, Inc.21% mix match · 45 groups · 13,058 lives

Stop-loss: HM Life Insurance Company (100%) vs your broker’s Optum Health (Unimerica Insurance Company) (47%)
Admin: Independence Administrators (Ia) (33%) vs your broker’s Capital Bluecross (59%)

Benefitmall23% mix match · 25 groups · 7,216 lives

Stop-loss: Everest Reinsurance Company (91%) vs your broker’s Optum Health (Unimerica Insurance Company) (47%)
Admin: Benefitmall (74%) vs your broker’s Capital Bluecross (59%)

The Equinox Agency LLC26% mix match · 29 groups · 7,980 lives

Stop-loss: Everest Reinsurance Company (33%) vs your broker’s Optum Health (Unimerica Insurance Company) (47%)

Coverage mix this year

Life24

Dental23

Other18

Vision17

Dental + Vision12

Medical7

AD&D4

Stop-loss1

Appears alongside

The Benecon Group54

ConnectCare353

Capital Bluecross34

Highmark Blue Shield (Central)15

Independence Administrators2

James R Nelligan & Associates2

Mcgriff Insurance Services Inc.2

Assured Partners (Central Pa)1

Corporate Synergies Group, LLC1

L. R. Weber1

Relationships

Groups on this book in 2023

Employer	Lives
Chucks Auto Salvage, Inc.	111
Miller Bros. Construction, Inc.	101
C.A.R.E.S. Community And Residential Empowerment Services, Inc.	179
Fanelli Brothers Trucking Co.	30
Metropolitan Management Group	208
Targeted Solutions, LLC	111
L & H Signs, Inc.	88
Phytogenx, Inc.	183
D&B Construction Group, LLC	39
Banko Beverage	79
Albrights Mill LLC	25
J & L Building Materials, Inc.	130
Berkshire Systems Group, Inc.	131
World Electronics Sales & Service, Inc.	90
Eye Consultants Of Pennsylvania, P.C.	201
Standard Offset Printing Co., Inc.	118
The Berkshire Country Club Of Reading, Pennsylvania	46
Center For Urologic Care Of Berks County, P.C.	64
Fleetwood Bank	56
Harry O. Hahn Seafood, Inc.	40
Grafika Commercial Printing, Inc.	122
Weidenhammer Systems Corporation	121
Brentwood Industries, Inc.	627
Remcon Plastics, Inc.	71
Berks Packing Co., Inc.	68
Graphite Machining, Inc.	112
D.G. Yuengling And Son Incorporated	740
Gateway Ticketing Systems, Inc.	150
Sweet Street Desserts, Inc. Employee Benefit Plan	551
Stratix Systems, Inc.	84
Reitnouer, Inc.	311
Optimum Controls Corporation	87
F.M. Browns Sons, Inc.	151
Timac Agro Usa, Inc.	187
Utilities Employees Credit Union	106
Dieffenbachs Potato Chips, Inc.	130
Mayer Pollock Steel Corporation	46
Axcess Industries, Inc.	35
Anthony J Kodz LLC	35
The Pottsville Area Emergency Medical Services, Inc	30
Lancaster Orthopedic Group, P.C.	152
Child Development, Inc.	104
Ethosource, LLC	55
Tom Masano, Inc.	152
Heller Capital Group, LLC	128
Spinal Evolution, Inc.	29
Hamburg Plow Works, Inc. DBA Hamburg Mfg., Inc.	55
Reading Bakery Systems, Inc.	182
Herbein And Company, Inc.	232
Ateeco, Inc.	205
Rosenberger North America Akron, LLC	201
Berks Eye Physicians & Surgeons, Ltd.	32
Berks Community Health Center	64
Performance Motors, Inc.	64
Adelphi Kitchens, Inc.	69
Edwards Business Machines, Inc.	130
Silberline Manufacturing Co., Inc.	174
Bradford-Tioga Head Start, Inc.	149
Peters Brother, Inc.	76
Innovative Machining Technology, Inc.	43
Ash Resources, Inc.	34

Disruption in this book

Flagged groups

Chucks Auto Salvage, Inc.
Named parties removed · Carriers added · Covered lives moved · Reported premium moved
Miller Bros. Construction, Inc.
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed
C.A.R.E.S. Community And Residential Empowerment Services, Inc.
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Fanelli Brothers Trucking Co.
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Metropolitan Management Group
Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Targeted Solutions, LLC
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
L & H Signs, Inc.
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Phytogenx, Inc.
Carriers added · Carriers removed · Reported premium moved · Broker tenure
D&B Construction Group, LLC
Reported premium moved · Broker tenure
Banko Beverage
Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Albrights Mill LLC
Named parties added · Carriers added · Carriers removed · Comp % outside peer band
J & L Building Materials, Inc.
Reported premium moved · Broker tenure
Berkshire Systems Group, Inc.
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
World Electronics Sales & Service, Inc.
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Eye Consultants Of Pennsylvania, P.C.
Named parties added · Comp % outside peer band
Standard Offset Printing Co., Inc.
Coverage added in the last 2 years · Coverage removed in the last 2 years
The Berkshire Country Club Of Reading, Pennsylvania
Coverage added in the last 2 years · Carriers added · Carriers removed · Broker tenure
Center For Urologic Care Of Berks County, P.C.
Carriers added · Reported premium moved · Comp % outside peer band
Fleetwood Bank
Comp % outside peer band
Harry O. Hahn Seafood, Inc.
Carriers added · Covered lives moved · Broker tenure
Grafika Commercial Printing, Inc.
Carriers added · Reported premium moved · Broker tenure
Weidenhammer Systems Corporation
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Comp % outside peer band
Brentwood Industries, Inc.
Carriers added · Carriers removed · Broker tenure
Remcon Plastics, Inc.
Broker tenure
Berks Packing Co., Inc.
Named parties added · Carriers added · Comp % outside peer band
Graphite Machining, Inc.
Carriers added · Carriers removed · Covered lives moved · Reported premium moved
D.G. Yuengling And Son Incorporated
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Gateway Ticketing Systems, Inc.
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Sweet Street Desserts, Inc. Employee Benefit Plan
Named parties removed · Carriers added · Carriers removed · Broker tenure
Stratix Systems, Inc.
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Reitnouer, Inc.
Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Optimum Controls Corporation
Named parties added · Carriers added · Carriers removed · Reported premium moved
F.M. Browns Sons, Inc.
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Timac Agro Usa, Inc.
Named parties removed · Reported premium moved · Broker tenure · Comp % outside peer band
Utilities Employees Credit Union
Named parties removed · Covered lives moved · Reported premium moved
Dieffenbachs Potato Chips, 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
Axcess Industries, Inc.
Coverage added in the last 2 years · Carriers added · Carriers removed
Anthony J Kodz LLC
Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
The Pottsville Area Emergency Medical Services, Inc
Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Lancaster Orthopedic Group, P.C.
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Child Development, Inc.
Coverage added in the last 2 years · Carriers added · Carriers removed
Tom Masano, Inc.
Coverage removed in the last 2 years · Reported premium moved · Broker tenure
Heller Capital Group, LLC
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Hamburg Plow Works, Inc. DBA Hamburg Mfg., Inc.
Named parties removed · Carriers added · Reported premium moved
Reading Bakery Systems, Inc.
Coverage removed in the last 2 years · Carriers removed · Broker tenure
Herbein And Company, Inc.
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved
Ateeco, Inc.
Comp % outside peer band
Rosenberger North America Akron, LLC
Reported premium moved
Berks Community Health Center
Carriers added · Carriers removed · Covered lives moved · Broker tenure
Performance Motors, Inc.
Carriers added · Carriers removed · Broker tenure
Edwards Business Machines, Inc.
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Silberline Manufacturing Co., Inc.
Named parties added · Carriers added · Covered lives moved
Bradford-Tioga Head Start, Inc.
Named parties added · Covered lives moved · Reported premium moved · Comp % outside peer band
Peters Brother, Inc.
Covered lives moved · Reported premium moved · Broker tenure
Ash Resources, Inc.
Named parties added · Carriers removed · Covered lives moved · Comp % outside peer band

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