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Broker brief

Pcf Insurance Services Of The West

105 Montgomery Avenue, Montgomeryville, PA 18936 · EIN 82-1368960

Plan year 2021

Groups

Lives under management

1,371

Direct (A)

$21,957

Additional (C)

$46,112

Over time

Change across plan years

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

Series

Groups1

Book movement

Lancaster groups and lives

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

Δ Groups

No prior year

Δ Lives

No prior year

Added (3)

Ebs Healthcare, Inc. · 975 lives
Equisoft Inc. · 333 lives
Chant Engineering Co., Inc. · 63 lives

Dropped (0)

None

Placement peers

Similar placement

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

Beneserv, A Division Of Onedigital85% mix match · 4 groups · 1,524 lives

Patriot (Exude, Inc.)81% mix match · 25 groups · 4,106 lives

Univest Insurance, LLC80% mix match · 18 groups · 3,915 lives

Sterling Benefits, LLC77% mix match · 8 groups · 2,437 lives

Birch Benefits, LLC71% mix match · 12 groups · 4,083 lives

Think differently

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

Umr, Inc.0% mix match · 2 groups · 1,044 lives

Stop-loss: Sun Life Assurance Company Of Canada (100%) vs your broker’s Everest Reinsurance Company (50%)

Brokerage Concepts, Inc.0% mix match · 7 groups · 822 lives

Stop-loss: Berkley Life & Health Insurance Company (33%) vs your broker’s Everest Reinsurance Company (50%)

Hubbard Bert Karle Weber, Inc.0% mix match · 3 groups · 2,033 lives

Stop-loss: Symetra Life Insurance Company (100%) vs your broker’s Everest Reinsurance Company (50%)

Delaware Valley Health Care Coalit.0% mix match · 3 groups · 2,800 lives

Stop-loss: Avalon Insurance Company (50%) vs your broker’s Everest Reinsurance Company (50%)

Stalwart Insurance LLC22% mix match · 12 groups · 4,071 lives

Stop-loss: Berkley Life And Health Insurance Co. (33%) vs your broker’s Everest Reinsurance Company (50%)
Admin: Highmark (50%) vs your broker’s Independence Administrators (50%)

Coverage mix this year

Vision2

Dental + Vision1

Dental1

Life1

Other1

Appears alongside

The Benecon Group, LLC2

Connectcare 32

Meritain Health1

Lockton Companies, LLC1

Independence Administrators1

Relationships

Groups on this book in 2021

Employer	Lives
Chant Engineering Co., Inc.	63
Ebs Healthcare, Inc.	975
Equisoft Inc.	333

Disruption in this book

Flagged groups

Chant Engineering Co., Inc.
Named parties added
Ebs Healthcare, Inc.
Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
Equisoft Inc.
Comp % outside peer band

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Employer

Lives

Chant Engineering Co., Inc.

Ebs Healthcare, Inc.

975

Equisoft Inc.

333