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Broker brief

Trinity Asset Protection, Inc.

865 Easton Road, Warrington, PA 18976 · EIN 23-2986003

Plan year 2020

Groups

Lives under management

1,085

Direct (A)

Additional (C)

$85,882

Over time

Change across plan years

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

Series

Groups2

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 (5)

Community Interactions, Inc. · 364 lives
Martha Lloyd School, Inc. · 229 lives
Shared Support South, Inc. · 185 lives
Person Directed Supports, Inc. · 169 lives
Shared Support, Inc · 138 lives

Dropped (0)

None

Placement peers

Similar placement

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

The Dbj Group Inc76% mix match · 15 groups · 2,871 lives

Lower Schedule C $/life vs this broker

Swift Kennedy & Associates, Inc.68% mix match · 8 groups · 961 lives

Lower Schedule C $/life vs this broker

Employee Benefits Consultants, LLC65% mix match · 6 groups · 2,063 lives

Lower Schedule C $/life vs this broker

Webb Insurance, Inc.63% mix match · 7 groups · 1,382 lives

Lower Schedule C $/life vs this broker

Cummings Insurance Agency59% mix match · 9 groups · 1,260 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 (100%)

Brokerage Concepts, Inc.0% mix match · 7 groups · 880 lives

Stop-loss: Berkley Life & Health Insurance Company (33%) vs your broker’s Everest Reinsurance Company (100%)

United Of Omaha Life Insurance Comp0% mix match · 4 groups · 786 lives

Stop-loss: Capital Advantage Insurance Company (50%) vs your broker’s Everest Reinsurance Company (100%)

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

Stop-loss: Sun Life Assurance (50%) vs your broker’s Everest Reinsurance Company (100%)

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 (100%)

Coverage mix this year

No reported values in this filter.

Appears alongside

The Benecon Group5

Connectcare 35

Alliant Insurance Services, Inc.4

Meritain Health3

Highmark1

Usi Insurance Services (Ri)1

Aetna1

Relationships

Groups on this book in 2020

Employer	Lives
Martha Lloyd School, Inc.	229
Shared Support South, Inc.	185
Shared Support, Inc	138
Person Directed Supports, Inc.	169
Community Interactions, Inc.	364

Disruption in this book

Flagged groups

Shared Support, Inc
Comp % outside peer band

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Employer

Lives

Martha Lloyd School, Inc.

229

Shared Support South, Inc.

185

Shared Support, Inc

138

Person Directed Supports, Inc.

169

Community Interactions, Inc.

364