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 2023

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

• Development Dimensions Intl, Inc.

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

• Tm Automotive, Inc.

  Named parties added · Named parties removed · Carriers added · Carriers removed

• Anderson Equipment Company

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

• Wolfgang Operations, LLC

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved

• Leedsworld, Inc.

  Named parties removed · Reported premium moved

• Smg

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

• Serve U Brands, Inc. DBA Insomnia Cookies

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

• Orthopedic Surgeons, Ltd. DBA Orthopedic Institute Of Pennsylvania

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

• Lcor Incorporated

  Named parties added · Named parties removed · Carriers removed · Comp % outside peer band

• Dollar Financial Group, 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 · Covered lives moved · Reported premium moved

• Amcp Clean Acquisition Company, LLC D/B/A Purestar Linen Group

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

• The Judge Group, Inc.

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

• Advertising Specialty Institute

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Bentley Systems Inc

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

• Propel Schools, Inc.

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

• Menno Haven, Inc.

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

• Indiana Regional Medical Center

  Reported premium moved