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Broker brief

Univest Insurance, LLC

Po Box 391, Lansdale, PA 19446 · EIN 23-3021746

Plan year 2020

Groups

Lives under management

3,983

Direct (A)

$420,467

Additional (C)

$95,825

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

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 (16)

Univest Financial Corporation · 1,042 lives
Proconex, Inc. · 421 lives
Rid Ventures, LLC · 367 lives
Temenos Usa, Inc. · 349 lives
Prospectus Associates, Inc. · 289 lives
Klover Sepa, Inc. · 196 lives
Maranatha Broadcasting, Inc. · 185 lives
Ionos, Inc. · 164 lives

Dropped (0)

None

Placement peers

Similar placement

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

Onedigital (Philadelphia)76% mix match · 25 groups · 6,997 lives

Lower Schedule C $/life vs this broker

Nfp Corporate Services (Ny) LLC75% mix match · 8 groups · 7,937 lives

Lower Schedule A / Schedule C $/life vs this broker

Patriot (Exude, Inc.)73% mix match · 25 groups · 3,993 lives

Lower Schedule A $/life vs this broker

Fairmount Benefits, Inc.56% mix match · 9 groups · 2,040 lives

Lower Schedule A $/life vs this broker

Benefitmall54% mix match · 9 groups · 3,214 lives

Lower Schedule C $/life vs this broker

Think differently

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

Loesel-Schaaf Insurance0% mix match · 16 groups · 3,604 lives

Medical: Highmark Inc (30%) vs your broker’s Independence Blue Cross (33%)

First Commonwealth Insurance Agency0% mix match · 12 groups · 4,470 lives

Medical: Highmark Inc. (33%) vs your broker’s Independence Blue Cross (33%)

Meritain Health, An Aetna Company0% mix match · 5 groups · 3,056 lives

Medical: Meritain Health (50%) vs your broker’s Independence Blue Cross (33%)

Group Benefit Services, Inc.0% mix match · 5 groups · 3,030 lives

Medical: Capital Advantage Assurance Company (50%) vs your broker’s Independence Blue Cross (33%)

The Dbj Group Inc0% mix match · 15 groups · 2,871 lives

Medical: Upmc Health Options (43%) vs your broker’s Independence Blue Cross (33%)

Coverage mix this year

Dental10

Life10

Medical4

Vision4

Other3

Dental + Vision1

AD&D1

Appears alongside

The Benecon Group, LLC3

Capital Blue Cross2

Connectcare 32

James R Nelligan & Associates1

Unimerica Insurance Company1

Aetna1

L.R. Webber Associates1

Pbasc1

Tompkins Insurance1

Fairmount Benefits, Inc.1

Relationships

Groups on this book in 2020

Employer	Lives
Advanced Dermatology Associates, Ltd	109
Rid Ventures, LLC	367
Settlement Music School Of Philadelphia	161
Russell Plywood, Inc.	71
Univest Financial Corporation	1042
Turnberry Solutions, Inc.	113
E&A Therapy Inc	129
Prospectus Associates, Inc.	289
Temenos Usa, Inc.	349
Elm Terrace Gardens	81
Wehrung'S Lumber & Home Center, Inc.	154
Proconex, Inc.	421
Maranatha Broadcasting, Inc.	185
Almirall, LLC	152
Ionos, Inc.	164
Klover Sepa, Inc.	196

Disruption in this book

Flagged groups

Advanced Dermatology Associates, Ltd
Comp % outside peer band
Rid Ventures, LLC
Comp % outside peer band
Russell Plywood, Inc.
Comp % outside peer band
Univest Financial Corporation
Comp % outside peer band
Temenos Usa, Inc.
Comp % outside peer band
Elm Terrace Gardens
Comp % outside peer band
Wehrung'S Lumber & Home Center, Inc.
Comp % outside peer band
Proconex, Inc.
Comp % outside peer band
Klover Sepa, Inc.
Comp % outside peer band

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