Unbiased Insights

Employer

Automated Financial Systems, LLC

123 Summit Drive, Exton, PA 19341 · EIN 23-1724335 · Jun 1, 2022 to May 31, 2023

Plan year 2022

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Renewal and disruption

Flags

Coverage added in the last 2 years

  • + Stop-loss (2022)
  • + Std (2021)

Carriers added

  • + Independence Administrators

Reported premium moved

  • Std

Broker tenure

  • With Innovative Benefit Planning, LLC, Terriann Procida since 2020 · 3 plan years in this dataset

Comp % outside peer band

  • Stop-loss 21.8% · above peers p10–p90 3.0%–17.0% (median 8.2%, n=111)
  • AD&D 10.0% · below peers p10–p90 10.6%–25.1% (median 19.0%, n=34)

Peer band

366 Lancaster groups · 250+ lives

Stop-loss on filing. Median overlay uses the same lives band. Missing Schedule A is a gap, not $0.

Series

03336671.0k202020212022202320242025
This company251Peer median743