Unbiased Insights

Employer

Financeware Holdings LLC

1065 Andrew Drive, West Chester, PA 19380 · EIN 46-3847427 · Jan 1, 2022 to Dec 31, 2022

Plan year 2022

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Renewal and disruption

Flags

Named parties added

  • + Broker - Alera Group Inc DBA Pentra LLC

Comp % outside peer band

  • Dental + Vision 5.0% · below peers p10–p90 7.0%–17.4% (median 10.8%, n=136)

Peer band

823 Lancaster groups · 100-249 lives

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

Series

06713320020192020202120222023
This company108Peer median174