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Broker brief

Webtpa Employer Services Inc

8500 Freeport Pkwy South, Irving, TX 75063 · EIN 75-2611444

Plan year 2020

Groups

Lives under management

151

Direct (A)

$2,990

Additional (C)

Over time

Change across plan years

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

Series

Groups4

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)

Horst Realty Company LLC · 83 lives
Schnader Harrison Segal & Lewis LLP · 68 lives

Dropped (0)

None

Placement peers

Similar placement

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

No similar-placement peers in this year.

Think differently

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

Horst Insurance0% mix match · 3 groups · 351 lives

Medical: Capital Advantage Assurance Company (67%) vs your broker’s Aetna Life Insurance Co. (50%)

Aperture Consulting - Richard Wilbe0% mix match · 2 groups · 447 lives

Medical: Capital Advantage Assurance Company (50%) vs your broker’s Aetna Life Insurance Co. (50%)

Coverage mix this year

Medical1

Life1

Appears alongside

Schwab Retirement Plan Services,Inc1

The Haverford Trust Company1

Charles Schwab & Co., Inc.1

Assured Partners (Central Pa)1

Relationships

Groups on this book in 2020

Employer	Lives
Schnader Harrison Segal & Lewis LLP	68
Horst Realty Company LLC	83

Disruption in this book

Flagged groups

No disruption flags on this book this year.

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