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Broker brief

Yocum & Company, Inc.

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

Plan year 2024

Groups

Lives under management

227

Direct (A)

$1,753

Additional (C)

$31,202

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 2023

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 2023

Δ Lives

−13 · −5.4% vs 2023

Added (0)

None

Dropped (0)

None

Placement peers

Similar placement

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

Valhalla Business Advisors59% mix match · 2 groups · 237 lives

Lower Schedule C $/life vs this broker

Think differently

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

Trustmark Health Benefits, Inc.0% mix match · 2 groups · 346 lives

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

Brokerage Concepts, Inc.0% mix match · 2 groups · 460 lives

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

Tycor Benefit Administrators, Inc.16% mix match · 6 groups · 510 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%)

Ccab Insurance & Benefits, Inc.50% mix match · 5 groups · 417 lives

Stop-loss: HM Life Insurance Company (60%) vs your broker’s Optum Health (Unimerica Insurance Company) (50%)
Admin: Capital Bluecross (75%) vs your broker’s Capital Blue Cross (67%)

Coverage mix this year

Life1

Appears alongside

The Benecon Group4

Capital Bluecross4

Connectcare3, LLC2

Patriot (The Safegard Group, Inc.)1

Hub International Northeast Ltd1

Relationships

Groups on this book in 2024

Employer	Lives
Henise Tire Service, Inc.	71
Pennsylvania Precision Cast Parts, Inc.	77
White'S Motorcycle Sales, Inc.	11
Klick-Lewis Inc	68

Disruption in this book

Flagged groups

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

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Employer

Lives

Henise Tire Service, Inc.

Pennsylvania Precision Cast Parts, Inc.

White'S Motorcycle Sales, Inc.

Klick-Lewis Inc