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 2020

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

• Chalmers & Kubeck, Inc.

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

• Saint Francis University

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

• Doylestown Hospital

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

• Shaner Development Corporation Employee Health Plan

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

• Alleghenies Unlimited Care Providers, Inc.

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

• Confluence Technologies, Inc.

  Broker tenure · Comp % outside peer band

• Geo Specialty Chemicals, Inc.

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

• The Wenger Group, Inc.

  Named parties added · Named parties removed · Comp % outside peer band

• Advanced Cast Products, Inc

  Named parties added · Named parties removed · Carriers added · Carriers removed

• Mccabe, Weisberg & Conway, LLC

  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 · Comp % outside peer band

• Stevens & Lee Pc

  Reported premium moved · Broker tenure

• Lebanon Valley Brethren Home

  Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band

• Penn Jersey Paper Company

  Named parties added

• Franklin Mint Federal Credit Union

  Broker tenure · Comp % outside peer band

• Northwest Bank

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

• Pennsylvania Psychiatric Institute

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

• Staiman Recycling Corporation

  Broker tenure

• Abbott Furnace Company

  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

• Seg, Inc.

  Named parties added · Named parties removed · Comp % outside peer band

• Associated Clinical Laboratories, Lp

  Broker tenure

• First Commonweath Federal Credit Union

  Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Broker tenure

• Newman And Company, Inc.

  Broker tenure

• Mars Bank

  Named parties added · Covered lives moved

• Delaware Valley Community Health, Inc.

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

• Eat'N Park Hospitality Group, Inc.

  Carriers added · Carriers removed · Reported premium moved · Broker tenure

• Adagio Health Inc.

  Carriers added · Carriers removed · Reported premium moved · Broker tenure

• South Hills Movers, Inc.

  Broker tenure

• Property Management, Inc.

  Broker tenure

• Croton Holding Company

  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

• Chestnut Ridge Counseling Services

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

• Sugaright LLC

  Named parties removed

• Waverly Heights Ltd

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

• Mount Nittany Medical Center

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

• Mount Nittany Physician Group

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

• Center For Organ Recovery And Education

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

• Keystone Rural Health Center

  Broker tenure

• Bazzini LLC

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

• Brevillier Village Foundation

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

• Vector Security, Inc.

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

• Betts Industries

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

• Sonepar Management U.S. Inc.

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

• Gecko Robotics

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

• Minitab, LLC

  Broker tenure

• Powerex, Inc.

  Named parties removed · Carriers added · Carriers removed

• Kalas Manufacturing, Inc.

  Reported premium moved · Broker tenure

• Keystone Clearwater Solutions, LLC

  Named parties removed · Reported premium moved

• Blue Danube Incorporated

  Named parties added · Named parties removed

• Alvord-Polk, Inc.

  Reported premium moved · Broker tenure · Comp % outside peer band

• Intervala, LLC

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

• Accolade, Inc.

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

• Mission Critical Partners

  Comp % outside peer band

• Foxdale Village Corporation

  Named parties added · Named parties removed

• The Beistle Company

  Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band

• Iqe, Inc.

  Named parties added · Named parties removed

• Community Integrated Services

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

• Wilson Creek Energy, 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

• Diamondback Automotive Accessories Inc.

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

• Hartman And Hartman, Inc.

  Carriers added · Carriers removed · Covered lives moved · Broker tenure

• Hussian College, Inc.

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

• Zoological Society Of Pittsburgh

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

• Primepay LLC

  Reported premium moved · Broker tenure · Comp % outside peer band

• Crayola LLC

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

• Phoenix Rehabilitation And Health Services, 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

• Northeast Treatment Centers

  Broker tenure · Comp % outside peer band

• Data Systems Analysts, Inc.

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

• Pennsylvania Steel Company Inc.

  Carriers added · Carriers removed · Broker tenure

• East Penn Manufacturing Co.

  Reported premium moved · Broker tenure · Comp % outside peer band

• Mcmahon Associates, Inc.

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

• Absorption Systems LLC

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

• Conco Services, LLC

  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

• Penn Line Service Inc.

  Carriers added · Carriers removed · Reported premium moved · Broker tenure

• Tunnell Consulting, Inc.

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

• American Bible Society

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

• Lafayette College

  Named parties added · Named parties removed · Comp % outside peer band

• Vesuvius Penn Corporation

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

• Madison Industrial Solutions

  Covered lives moved · Broker tenure

• Centimark Corporation

  Named parties added · Named parties removed · Reported premium moved

• World Travel, Inc.

  Named parties added · Reported premium moved

• Metropolitan Management Group

  Comp % outside peer band

• Alternative Community Resource

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

• Terre Hill Silo Company, Inc.

  Broker tenure

• Ptr Group, Lp

  Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure

• Haller Enterprises Inc

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

• Summit Early Learning, Inc.

  Broker tenure

• Nutrition Management Services Company

  Reported premium moved · Broker tenure

• Tenova, Inc.

  Reported premium moved · Broker tenure

• Xanitos, 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 · Comp % outside peer band

• T.W. Ponessa & Associates Counseling Services, Inc.

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

• St. Moritz Security Services Inc.

  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

• Mrm Residential Management

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

• Avail Technologies Inc.

  Covered lives moved · Broker tenure

• Hovis Auto & Truck Supply Inc

  Broker tenure

• Kimberton Whole Foods

  Reported premium moved · Broker tenure · Comp % outside peer band

• Greater Pittsburgh Community Food Bank

  Carriers added · Carriers removed · Broker tenure · Comp % outside peer band

• Tms International, LLC

  Reported premium moved · Broker tenure

• Pathways Of Southwestern Pennsylvania

  Broker tenure

• Families United Network Inc.

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

• Regional Gastroenterology Associates Of Lancaster Ltd

  Carriers added · Carriers removed · Reported premium moved · Broker tenure

• Groff Tractor Holdings LLC

  Broker tenure

• Dempsey Uniferm & Linen Supply, Inc

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

• S.W. Bajus, Ltd.

  Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band

• Bohlin Cywinski Jackson

  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

• Prism Spectrum Holdings, LLC

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

• Hbc Management Services DBA Hana Group, Inc.

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

• Penn Foster, Inc.

  Broker tenure

• Lamtec Corporation

  Carriers added · Carriers removed · Reported premium moved · Broker tenure

• The Pittsburgh Foundation

  Comp % outside peer band

• Franklin & Marshall College

  Named parties removed · Reported premium moved

• Lux Global Label Company, LLC

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

• Westmoreland Human Opportunities, Inc.

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

• Skills Group

  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

• Hmp Communications Holdings, LLC

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

• Peopleshare LLC

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

• Spark Dental Management

  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

• Phoenix Lithographing Corporation

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

• Hana Group Us, LLC

  Comp % outside peer band

• Brock & Company, Inc.

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

• Gate 1 Travel, Ltd

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