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Broker brief

Swift Kennedy & Associates, Inc.

908 Beaver Drive, Dubois, PA 15801 · EIN 25-1789959

Plan year 2020

Groups

Lives under management

961

Direct (A)

$22,403

Additional (C)

$27,875

Over time

Change across plan years

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

Series

Groups7

Book movement

Lancaster groups and lives vs 2018

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

+7 · +700.0% vs 2018

Δ Lives

+729 · +314.2% vs 2018

Added (7)

Brookville Equipment Corp · 198 lives
The Williamsport Home Life And Ad&D Plan · 159 lives
State Of The Art, Inc. · 111 lives
The National Ticket Company · 106 lives
Clearfield County Area Agency On Aging, Inc. · 72 lives
Gasbarre Products, Inc. · 50 lives
Metzler Bros. Tank Truck & Trailer, LLC · 25 lives

Dropped (0)

None

Placement peers

Similar placement

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

Commonwealth Financial Group76% mix match · 18 groups · 1,833 lives

Benefit Connections, Inc.65% mix match · 7 groups · 2,180 lives

Lower Schedule C $/life vs this broker

Sterling Benefits, LLC60% mix match · 6 groups · 1,095 lives

Strickler Agency, Inc.50% mix match · 22 groups · 2,567 lives

Think differently

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

Frissora & Associates, LLC0% mix match · 5 groups · 1,002 lives

Stop-loss: Symetra Life Insurance Company (75%) vs your broker’s Everest Reinsurance Company (75%)

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

Medical: Highmark, Inc. (50%) vs your broker’s Geisinger Health Plan (33%)

St. Mary'S Insurance Agency, Inc.0% mix match · 3 groups · 518 lives

Medical: Highmark (50%) vs your broker’s Geisinger Health Plan (33%)

Rxbenefits, Inc.0% mix match · 4 groups · 1,417 lives

Stop-loss: Sun Life Assurance (50%) vs your broker’s Everest Reinsurance Company (75%)

Hubbard Bert Karle Weber, Inc.0% mix match · 2 groups · 1,467 lives

Stop-loss: HM Life Insurance Company (100%) vs your broker’s Everest Reinsurance Company (75%)

Coverage mix this year

Life3

Medical2

Dental + Vision1

Other1

Appears alongside

The Benecon Group LLC3

Acrisure, LLC DBA Ashton Benefits1

Upmc1

Relationships

Groups on this book in 2020

Employer	Lives
Brookville Equipment Corp	198
Metzler Bros. Tank Truck & Trailer, LLC	25
State Of The Art, Inc.	111
Gasbarre Products, Inc.	50
The National Ticket Company	106
The Williamsport Home Life And Ad&D Plan	159
Hellers Gas, Inc	240
Clearfield County Area Agency On Aging, Inc.	72

Disruption in this book

Flagged groups

State Of The Art, Inc.
Comp % outside peer band
Gasbarre Products, Inc.
Comp % outside peer band
Hellers Gas, Inc
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Clearfield County Area Agency On Aging, Inc.
Comp % outside peer band

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