Broker brief

Swift Kennedy & Associates, Inc.

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

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.

No similar-sized Lancaster books with a clear carrier/admin difference in this year.

Disruption in this book

Flagged groups

• C&T Enterprises, Inc.

  Named parties added · Named parties removed

• Brookville Equipment Corp

  Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved

• Sagewell Healthcare Benefits Trust

  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

• Christ The King Manor

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

• The Williamsport Home Life And Ad&D Plan

  Covered lives moved · Broker tenure

• Broad Top Area Medical Center, Inc.

  Coverage added in the last 2 years · Carriers added · Broker tenure

• Cheetah Chassis Corporation

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

• Blaise Alexander Management Inc.

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

• The National Ticket Company

  Broker tenure