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 2020

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.

No similar-placement peers in this year.

Think differently

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

Disruption in this book

Flagged groups

• Aria Systems Inc.

  Comp % outside peer band

• Orthopedic Surgeons, Ltd. DBA Orthopedic Institute Of Pennsylvania

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

• Anderson Equipment Company

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

• Development Dimensions Intl, Inc.

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

• Good Shepherd Rehabilitation Network

  Named parties added · Comp % outside peer band