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Broker brief

Patriot (The Safegard Group, Inc.)

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

Plan year 2024

Groups

Lives under management

852

Direct (A)

$27,936

Additional (C)

$154,610

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 2023

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

Δ Groups

−2 · −25.0% vs 2023

Δ Lives

−1,681 · −66.4% vs 2023

Added (0)

None

Dropped (2)

Duane Morris LLP · 1,782 lives
General Doors Corporation · 66 lives

Placement peers

Similar placement

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

Highstreet Insurance Services North62% mix match · 11 groups · 1,360 lives

Lower Schedule C $/life vs this broker

First National Insurance Agency58% mix match · 11 groups · 1,863 lives

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

Manufacturer & Business Association53% mix match · 6 groups · 775 lives

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

Think differently

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

The Horton Group, Inc.0% mix match · 3 groups · 857 lives

Medical: Compsych Corporation (50%) vs your broker’s Kaiser Foundation Health Plan Inc (50%)

Webtpa Employer Services Inc0% mix match · 4 groups · 859 lives

Medical: Aetna Life Insurance Co. (75%) vs your broker’s Kaiser Foundation Health Plan Inc (50%)

Armstrong, Doyle & Carroll, Inc.0% mix match · 2 groups · 822 lives

Medical: Independence Blue Cross (Medicare Advantage Hmo) (50%) vs your broker’s Kaiser Foundation Health Plan Inc (50%)

Innovative Benefit Planning, LLC0% mix match · 4 groups · 894 lives

Medical: Independence Blue Cross (50%) vs your broker’s Kaiser Foundation Health Plan Inc (50%)

Brokerage Concepts, Inc.0% mix match · 2 groups · 460 lives

Stop-loss: Berkley Life And Health Insurance Company (50%) vs your broker’s HM Life Insurance Company (60%)

Coverage mix this year

Dental + Vision2

Medical1

Appears alongside

The Benecon Group, LLC5

Connectcare 34

Independence Administrators (Ia)2

Meritain Health, An Aetna Company2

James R Nelligan & Associates1

Mcgriff Insurance Services Inc.1

Aetna Health Plans1

Tycor Benefit Administrators, Inc.1

Relationships

Groups on this book in 2024

Employer	Lives
Myco Mechanical, Inc.	305
Richard S. Burns & Company, Inc.	79
Ci&T Inc	102
Hansen Properties, Inc.	290
Cavallo Automotive, Inc.	45
The Fredericks Company	31

Disruption in this book

Flagged groups

Myco Mechanical, Inc.
Named parties added · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Richard S. Burns & Company, Inc.
Named parties added · Carriers added · Carriers removed · Reported premium moved
Ci&T 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
Hansen Properties, Inc.
Named parties added · Carriers added
Cavallo Automotive, Inc.
Named parties added · Named parties removed · Carriers added
The Fredericks Company
Carriers added · Carriers removed · Broker tenure

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Employer

Lives

Myco Mechanical, Inc.

305

Richard S. Burns & Company, Inc.

Ci&T Inc

102

Hansen Properties, Inc.

290

Cavallo Automotive, Inc.

The Fredericks Company