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Broker brief

St. Mary'S Insurance Agency, Inc.

301 Depot St, St Marys, PA 15857 · EIN 25-0772860

Plan year 2020

Groups

Lives under management

518

Direct (A)

$19,766

Additional (C)

$10,640

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)

Eastern Sintered Alloys, Inc. · 381 lives
Rebco, Inc. · 91 lives
Keystone Rural Health Consortia, Inc. · 46 lives

Dropped (0)

None

Placement peers

Similar placement

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

United Of Omaha Life Insurance Comp50% mix match · 4 groups · 786 lives

Lower Schedule C $/life vs this broker

Think differently

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

Onesource Benefit Solutions0% mix match · 3 groups · 470 lives

Medical: Geisinger Health Plan (50%) vs your broker’s Highmark (50%)

Aperture Consulting - Richard Wilbe0% mix match · 2 groups · 447 lives

Medical: Capital Advantage Assurance Company (50%) vs your broker’s Highmark (50%)

Manufacturer & Business Association0% mix match · 5 groups · 645 lives

Medical: Highmark, Inc. (50%) vs your broker’s Highmark (50%)

Horst Insurance0% mix match · 3 groups · 351 lives

Medical: Capital Advantage Assurance Company (67%) vs your broker’s Highmark (50%)

Hilb Group Of Maryland0% mix match · 3 groups · 742 lives

Medical: Aflac (50%) vs your broker’s Highmark (50%)

Coverage mix this year

Life2

Medical1

Appears alongside

Stalwart Insurance LLC1

The Benecon Group, LLC1

Meritain Health1

Connectcare 31

Relationships

Groups on this book in 2020

Employer	Lives
Rebco, Inc.	91
Eastern Sintered Alloys, Inc.	381
Keystone Rural Health Consortia, Inc.	46

Disruption in this book

Flagged groups

No disruption flags on this book this year.

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Employer

Lives

Rebco, Inc.

Eastern Sintered Alloys, Inc.

381

Keystone Rural Health Consortia, Inc.