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Broker brief

Usi Insurance Services (Ri)

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

Plan year 2018

Groups

Lives under management

1,059

Direct (A)

$79,441

Additional (C)

Over time

Change across plan years

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

Series

Groups55

Book movement

Lancaster groups and lives vs 2017

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

Δ Groups

+2 · +200.0% vs 2017

Δ Lives

+812 · +328.7% vs 2017

Added (2)

Phoenix Lithographing Corporation · 585 lives
Hartman And Hartman, Inc. · 223 lives

Dropped (0)

None

Placement peers

Similar placement

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

Babb Inc71% mix match · 2 groups · 419 lives

Think differently

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

Kistler Tiffany Benefits Co0% mix match · 4 groups · 779 lives

Medical: Unitedhealthcare Insurance Company (67%) vs your broker’s Highmark, Inc. (33%)

Creative Benefits, Inc0% mix match · 3 groups · 435 lives

Medical: Capital Advantage Assurance Company (33%) vs your broker’s Highmark, Inc. (33%)

The Hdh Group, Inc.0% mix match · 7 groups · 2,937 lives

Medical: Aetna Life Insurance Co. (25%) vs your broker’s Highmark, Inc. (33%)

Buck Global, LLC0% mix match · 2 groups · 3,175 lives

Medical: Highmark (50%) vs your broker’s Highmark, Inc. (33%)

Digital Insurance, Inc.0% mix match · 4 groups · 3,177 lives

Medical: Highmark Inc. (50%) vs your broker’s Highmark, Inc. (33%)

Coverage mix this year

Dental2

Medical2

Vision1

Life1

Appears alongside

No other named parties on these groups this year.

Relationships

Groups on this book in 2018

Employer	Lives
Phoenix Lithographing Corporation	585
Hartman And Hartman, Inc.	223
Adagio Health Inc.	251

Disruption in this book

Flagged groups

Phoenix Lithographing Corporation
Comp % outside peer band

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Employer

Lives

Phoenix Lithographing Corporation

585

Hartman And Hartman, Inc.

223

Adagio Health Inc.

251