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Broker brief

Young, Oakes, Brown & Co.

1210 13th Street, Altoona, PA 16603 · EIN 25-1589048

Plan year 2024

Groups

Lives under management

710

Direct (A)

Additional (C)

$850

Over time

Change across plan years

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

Series

Groups2

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

−4 · −66.7% vs 2023

Δ Lives

−403 · −36.2% vs 2023

Added (1)

Fleetwood Bank · 50 lives

Dropped (5)

Rl Livingston Inc. · 53 lives
James, Smith, Dietterick & Connelly, LLP · 42 lives
Mountz Jewelers, L. P. · 33 lives
David F Mcclure Company · 26 lives
Insurance Agents & Brokers Service Group, Inc. · 24 lives

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.

Patriot (The Safegard Group, Inc.)0% mix match · 6 groups · 852 lives

Stop-loss: HM Life Insurance Company (60%) vs your broker’s Optum Health Unimerica Insurance Company (50%)
Admin: Meritain Health, An Aetna Company (40%) vs your broker’s Capital Advantage Assurance Company (50%)

Tycor Benefit Administrators, Inc.0% 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 Advantage Assurance Company (50%)

Ap Benefit Advisors LLC0% mix match · 8 groups · 1,195 lives

Stop-loss: HM Life Insurance Company (40%) vs your broker’s Optum Health Unimerica Insurance Company (50%)
Admin: Capital Bluecross (67%) vs your broker’s Capital Advantage Assurance Company (50%)

Highstreet Insurance Services North0% mix match · 11 groups · 1,360 lives

Stop-loss: HM Life Insurance Company (63%) vs your broker’s Optum Health Unimerica Insurance Company (50%)
Admin: Highmark West (43%) vs your broker’s Capital Advantage Assurance Company (50%)

Pcf Insurance Services Of The West0% mix match · 7 groups · 1,776 lives

Stop-loss: HM Life Insurance Company (50%) vs your broker’s Optum Health Unimerica Insurance Company (50%)
Admin: Highmark Blue Shield (Central) (25%) vs your broker’s Capital Advantage Assurance Company (50%)

Coverage mix this year

No reported values in this filter.

Appears alongside

Lr Webber2

The Benecon Group LLC2

Pbasc2

Mpb Risk Services, LLC1

Capital Advantage Assurance Company1

Power Kunkle Group1

James R Nelligan & Associates1

Capital Blue Cross1

Relationships

Groups on this book in 2024

Employer	Lives
Mid Penn Bank	660
Fleetwood Bank	50

Disruption in this book

Flagged groups

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

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Employer

Lives

Mid Penn Bank

660

Fleetwood Bank