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Broker brief

The Equinox Agency LLC

402 State Ave., Emmaus, PA 18049 · EIN 56-2481175

Plan year 2023

Groups

Lives under management

7,980

Direct (A)

$377,043

Additional (C)

Over time

Change across plan years

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

Series

Groups8

Book movement

Lancaster groups and lives vs 2022

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

Δ Groups

+6 · +26.1% vs 2022

Δ Lives

+1,962 · +32.6% vs 2022

Added (12)

Hydac Technology Corp. · 819 lives
Abec, Inc. · 333 lives
Novatech, LLC · 313 lives
Barry Isett & Associates Inc · 229 lives
Maurer & Scott Inc. · 213 lives
I2c Synergy, Inc. · 182 lives
Anesthesia Specialists Of Bethlehem, P.C. · 156 lives
Horwith Trucks, Inc. · 145 lives

Dropped (6)

Dlp Real Estate Capital Inc. · 246 lives
Livengood Excavators, Inc. · 219 lives
Fromm Electric Supply Corporation · 92 lives
Dan Schantz Farm And Greenhouses LLC · 79 lives
Pennsylvania Medical Society · 79 lives
Leeds Health Care Services, Inc., DBA Nottingham Village · 13 lives

Placement peers

Similar placement

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

Benefitmall57% mix match · 25 groups · 7,216 lives

Tompkins Insurance52% mix match · 43 groups · 8,680 lives

Gunn Mowery, LLC51% mix match · 55 groups · 5,091 lives

Think differently

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

Babb Inc7% mix match · 19 groups · 10,554 lives

Stop-loss: HM Life Insurance Company (60%) vs your broker’s Everest Reinsurance Company (33%)
Medical: Upmc Health Options (33%) vs your broker’s Capital Advantage Assurance Company (30%)

Amerihealth Administrators, Inc.10% mix match · 45 groups · 13,058 lives

Stop-loss: HM Life Insurance Company (100%) vs your broker’s Everest Reinsurance Company (33%)
Medical: Independence Blue Cross (100%) vs your broker’s Capital Advantage Assurance Company (30%)

Ingroup Associates, Inc.17% mix match · 38 groups · 15,410 lives

Stop-loss: HM Life Insurance Company (64%) vs your broker’s Everest Reinsurance Company (33%)
Medical: Highmark, Inc. (50%) vs your broker’s Capital Advantage Assurance Company (30%)

Lr Webber17% mix match · 50 groups · 12,323 lives

Stop-loss: Optum Health Unimerica Insurance Company (45%) vs your broker’s Everest Reinsurance Company (33%)
Medical: Upmc Health Benefits (40%) vs your broker’s Capital Advantage Assurance Company (30%)

Bswift, LLC18% mix match · 4 groups · 4,294 lives

Medical: Cigna Health And Life Insurance Company (67%) vs your broker’s Capital Advantage Assurance Company (30%)

Coverage mix this year

Life15

Vision9

Medical8

Dental8

Other7

AD&D5

Dental + Vision4

Appears alongside

James R Nelligan & Associates27

Emerson Rogers LLC2

Onedigital (Philadelphia)2

Brokerage Concepts, Inc.1

Highmark Inc.1

Creative Benefits, Inc1

Mcgriff Insurance Services Inc.1

Employee Benefits Consultants, LLC1

Cbiz, Inc. (Pa)1

The Benecon Group1

Relationships

Groups on this book in 2023

Employer	Lives
Rothrock Motor Sales, Inc.	61
Horwith Trucks, Inc.	145
Highwood Usa, LLC	171
Borton-Lawson Engineering, Inc.	153
Consolidated Storage Companies, Inc	111
Robert D. Gilmore & Associates, Inc.	275
Atas International, Inc.	199
Barry Isett & Associates Inc	229
Temperatsure, LLC DBA Nordic Cold Chain Solutions	184
Human Active Technology, LLC	465
Lehigh Valley Children'S Centers, Inc.	152
E4 Services, LLC	441
Hydac Technology Corp.	819
Abec, Inc.	333
Olson Technologies, Inc.	30
Maurer & Scott Inc.	213
Eastern Surfaces, Inc.	109
Genus Lifesciences Inc.	111
Novatech, LLC	313
Almo Corporation	1110
Pencor Services, Inc.	776
Misco Products Corporation	135
Anesthesia Specialists Of Bethlehem, P.C.	156
Coopersburg Kenworth, Inc.	323
Midpenn Legal Services, Inc.	101
Market Resource Partners LLC	519
I2c Synergy, Inc.	182
Industrial Construction Services And Design Inc	125
C. H. Briggs Company	39

Disruption in this book

Flagged groups

Rothrock Motor Sales, Inc.
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added
Horwith Trucks, Inc.
Named parties added
Highwood Usa, LLC
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Borton-Lawson Engineering, Inc.
Named parties added · Reported premium moved · Comp % outside peer band
Consolidated Storage Companies, 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 · Reported premium moved
Robert D. Gilmore & Associates, Inc.
Covered lives moved · Broker tenure · Comp % outside peer band
Atas International, Inc.
Reported premium moved · Broker tenure · Comp % outside peer band
Barry Isett & Associates Inc
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Temperatsure, LLC DBA Nordic Cold Chain Solutions
Coverage added in the last 2 years · Coverage removed in the last 2 years · Comp % outside peer band
Human Active Technology, LLC
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
Lehigh Valley Children'S Centers, Inc.
Reported premium moved · Broker tenure · Comp % outside peer band
E4 Services, LLC
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Hydac Technology Corp.
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed
Abec, Inc.
Named parties added · Named parties removed · Coverage added in the last 2 years · Reported premium moved
Olson Technologies, Inc.
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Maurer & Scott Inc.
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Genus Lifesciences Inc.
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
Almo Corporation
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed
Pencor Services, Inc.
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Misco Products Corporation
Named parties added · Named parties removed
Anesthesia Specialists Of Bethlehem, P.C.
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
Coopersburg Kenworth, Inc.
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Midpenn Legal Services, Inc.
Comp % outside peer band
Market Resource Partners LLC
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
I2c Synergy, Inc.
Comp % outside peer band
Industrial Construction Services And Design Inc
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Comp % outside peer band
C. H. Briggs Company
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band

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