Broker brief

Usi Insurance Services (Ri)

Po Box 62937, Virginai Beach, VA 23466 · EIN 13-3771734

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2024

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.

Think differently

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

Disruption in this book

Flagged groups

• Metzler Forest Products, LLC

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

• Colonial Cadillac - Gmc Truck

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

• Tekni-Plex, 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 · Covered lives moved · Reported premium moved · Comp % outside peer band

• Wesbury United Methodist Community

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band

• H. H. Knoebel Sons, Inc.

  Named parties removed

• Valley Health Partners

  Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band

• Vector Security, Inc.

  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

• Keystone Clearwater Solutions, LLC

  Named parties added · Named parties removed

• Advanced Powder Products, Inc.

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

• Prevention Point Of Philadelphia

  Covered lives moved · Broker tenure

• Shaner Development Corporation Employee Health Plan

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

• Adapthealth, LLC

  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

• Ems Holdco, Inc.

  Named parties added · Named parties removed · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band

• Chestnut Ridge Foam, Inc.

  Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band

• Gt&E, LLC

  Named parties added · Named parties removed · Covered lives moved · Reported premium moved

• Lionheart Industrial Group LLC

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

• The Franklin Institute

  Named parties added · Carriers added · Carriers removed

• Endo Usa, Inc.

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

• Seg, Inc.

  Named parties added · Coverage added in the last 2 years · Reported premium moved

• True Commerce, Inc.

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

• Franklin Mint Federal Credit Union

  Coverage removed in the last 2 years · Broker tenure

• Betts Industries

  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

• Thlp Co., LLC

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

• Boomi, Lp

  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

• Env Services, Inc.

  Named parties added

• Minitab, LLC

  Covered lives moved

• Lamtec Corporation

  Coverage added in the last 2 years · Reported premium moved · Broker tenure · Comp % outside peer band

• Mckonly & Asbury, LLP

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band

• Sugaright LLC

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

• Ar Global

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

• Gettysburg College

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

• First Commonweath Federal Credit Union

  Covered lives moved · Broker tenure

• River Valley Health

  Named parties added · Named parties removed

• Smart Sand Inc.

  Broker tenure

• Method Residential Pb Inc

  Named parties added

• Hmp Communications Holdings, LLC

  Named parties added

• Kaolin Mushroom Farms, Inc.

  Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band

• East Penn Manufacturing Co.

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

• Vitac Corporation

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

• Wellspan Health

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

• Stevens & Lee Pc

  Reported premium moved · Broker tenure

• Keystone Cement Company

  Comp % outside peer band

• Community Integrated Services

  Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band

• Lebanon Valley Brethren Home

  Named parties added · Carriers added · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band

• Terre Hill Silo Company, Inc.

  Covered lives moved · Broker tenure

• Metro Philly Management Solutions LLC

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

• Autosoft, 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 · Covered lives moved · Reported premium moved

• St. Moritz Security Services Inc.

  Named parties added · Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• Sonepar Management U.S. Inc.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band

• Abbott Furnace Company

  Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band

• Fulton County Medical Center

  Named parties added · Comp % outside peer band

• Hamilton Lane Advisors, LLC

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

• Hand And Stone Franchise LLC

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