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Broker brief

Yocum & Company, Inc.

23 S 4th St, Lebanon, PA 17042 · EIN 80-0077545

Plan year 2023

Groups

Lives under management

240

Direct (A)

$1,692

Additional (C)

$34,057

Over time

Change across plan years

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

Series

Groups1

Book movement

Lancaster groups and lives vs 2022

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

Δ Groups

No change vs 2022

Δ Lives

−41 · −14.6% vs 2022

Added (1)

Klick-Lewis Inc · 74 lives

Dropped (1)

Lebanon Internal Medicine Associates, P.C. · 117 lives

Placement peers

Similar placement

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

Connectcare3, LLC87% mix match · 2 groups · 350 lives

Lower Schedule C $/life vs this broker

Aperture Consulting - Richard Wilbe76% mix match · 3 groups · 261 lives

Eta Benefits, Inc.74% mix match · 3 groups · 206 lives

Lower Schedule C $/life vs this broker

Think differently

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

Employee Benefit Corporation0% mix match · 2 groups · 673 lives

Stop-loss: Gerber Life Insurance Company (50%) vs your broker’s Optum Health (Unimerica Insurance Company) (50%)

Trustmark Health Benefits, Inc.0% mix match · 3 groups · 711 lives

Stop-loss: Hcc Life Insurance Company (67%) vs your broker’s Optum Health (Unimerica Insurance Company) (50%)

Meritain Health, An Aetna Company19% mix match · 4 groups · 511 lives

Stop-loss: Everest Reinsurance Company (25%) vs your broker’s Optum Health (Unimerica Insurance Company) (50%)

Tycor Benefit Administrators, Inc.30% mix match · 5 groups · 472 lives

Stop-loss: Everest Reinsurance Company (75%) vs your broker’s Optum Health (Unimerica Insurance Company) (50%)
Admin: Meritain Health, An Aetna Company (75%) vs your broker’s Capital Blue Cross (67%)

Villanova Health Agency, LLC39% mix match · 3 groups · 557 lives

Stop-loss: HM Life Insurance Company (67%) vs your broker’s Optum Health (Unimerica Insurance Company) (50%)
Admin: Independence Administrators (Ia) (100%) vs your broker’s Capital Blue Cross (67%)

Coverage mix this year

Life1

Appears alongside

The Benecon Group4

Capital Bluecross4

ConnectCare34

Everest Reinsurance Company1

Hub International Northeast Ltd1

Relationships

Groups on this book in 2023

Employer	Lives
Pennsylvania Precision Cast Parts, Inc.	77
Henise Tire Service, Inc.	77
White'S Motorcycle Sales, Inc.	12
Klick-Lewis Inc	74

Disruption in this book

Flagged groups

Pennsylvania Precision Cast Parts, Inc.
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Henise Tire Service, Inc.
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
White'S Motorcycle Sales, Inc.
Carriers added · Carriers removed · Broker tenure
Klick-Lewis Inc
Named parties added · Carriers added · Covered lives moved

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Employer

Lives

Pennsylvania Precision Cast Parts, Inc.

Henise Tire Service, Inc.

White'S Motorcycle Sales, Inc.

Klick-Lewis Inc