Unbiased Insights

Employer

Automated Financial Systems, LLC

123 Summit Drive, Exton, PA 19341 · EIN 23-1724335 · Jun 1, 2021 to May 31, 2022

Plan year 2021

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Renewal and disruption

Flags

Coverage added in the last 2 years

  • + Std (2021)

Carriers added

  • + std:Life Insurance Company Of North America

Covered lives moved

  • 307 vs 560 in 2020

Reported premium moved

  • Other

Broker tenure

  • With Innovative Benefit Planning, LLC, Terriann Procida since 2020 · 2 plan years in this dataset

Peer band

1519 Lancaster groups · 250+ lives

No stop-loss on filing. Median overlay uses the same lives band. Missing Schedule A is a gap, not $0.

Series

03336671.0k202020212022202320242025
This company251Peer median658