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 2021

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

• Ansys, Inc.

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

• Tm Automotive, Inc.

  Named parties added · Coverage added in the last 2 years

• Aria Systems Inc.

  Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band

• The Guthrie Clinic

  Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Smg

  Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · 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 · Reported premium moved · Broker tenure · Comp % outside peer band

• Bentley Systems Inc

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

• Development Dimensions Intl, Inc.

  Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• Marsh & Mclennan Agency, LLC

  Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band

• Anderson Equipment Company

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

• Good Shepherd Rehabilitation Network

  Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band

• Pyramid Healthcare, Inc.

  Named parties added · Reported premium moved

• Indiana Regional Medical Center

  Named parties added · Named parties removed · Reported premium moved

• Serve U Brands, Inc. DBA Insomnia Cookies

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