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Broker brief

Umr, Inc.

115 W Wausau Avenue, Wassau, WI 54401 · EIN 39-1995276

Plan year 2021

Groups

Lives under management

1,044

Direct (A)

$9,785

Additional (C)

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 (2)

Nep Group, Inc. · 960 lives
Reynolds Services, Inc. · 84 lives

Dropped (0)

None

Placement peers

Similar placement

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

Brokerage Concepts, Inc.58% mix match · 7 groups · 822 lives

Think differently

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

Swift Kennedy & Associates, Inc.0% mix match · 9 groups · 1,014 lives

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

Cummings Insurance Agency0% mix match · 9 groups · 1,190 lives

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

Pcf Insurance Services Of The West0% mix match · 3 groups · 1,371 lives

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

Ccab Insurance & Benefits, Inc.0% mix match · 6 groups · 654 lives

Stop-loss: Everest Reinsurance Company (67%) vs your broker’s Sun Life Assurance Company Of Canada (100%)

Commonwealth Financial Group0% mix match · 19 groups · 1,456 lives

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

Coverage mix this year

Stop-loss2

Appears alongside

Gallagher Fiduciary Advisors, LLC1

Relationships

Groups on this book in 2021

Employer	Lives
Reynolds Services, Inc.	84
Nep Group, Inc.	960

Disruption in this book

Flagged groups

Reynolds Services, Inc.
Named parties added · Comp % outside peer band
Nep Group, 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 · Comp % outside peer band

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Employer

Lives

Reynolds Services, Inc.

Nep Group, Inc.

960