Broker brief

Plansource Benefits Administration

101 S Garland Avenue, Orlando, IL 32801 · EIN 55-0800751

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2024

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

• Anderson Equipment Company

  Named parties added · Comp % outside peer band

• Tm Automotive, 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

• Leedsworld, Inc.

  Named parties added · Named parties removed

• Lcor Incorporated

  Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band

• Weston Solutions, Inc.

  Named parties added

• Development Dimensions Intl, Inc.

  Carriers removed · Comp % outside peer band

• Bentley Systems Inc

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