Broker brief

Patriot (The Safegard Group, Inc.)

100 Granite Drive, Suite 205, Media, PA 19063 · EIN 23-2755894

Over time

Change across plan years

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

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.

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

• Ci&T Inc

  Named parties added · Named parties removed · Carriers added · Carriers removed

• Myco Mechanical, 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

• Richard S. Burns & Company, Inc.

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

• General Doors Corporation

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

• Hansen Properties, Inc.

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

• Cavallo Automotive, Inc.

  Named parties added · Named parties removed · Reported premium moved

• Duane Morris LLP

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