Unbiased Insights

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Unbiased Insights · Data from Department of Labor Form 5500 filings · About this data

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Employer

Global Tax Management, Inc.

656 East Swedesford Road, Wayne, PA 19087 · EIN 23-2817942 · Oct 1, 2022 to Sep 30, 2023

Plan year 2022

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Renewal and disruption

Flags

Named parties added

+ Broker - Lockton Companies, LLC

Named parties removed

− Broker - Premier Worksite Solutions, LLC

Coverage added in the last 2 years

+ Critical Illness,Accident (2022)

Coverage removed in the last 2 years

− Stop-loss (2021)
− Long Term Care (2021)
− Long-Term Care (2021)

Carriers added

+ Unum Life Insurance Company Of America
+ Provident Life And Accident Insurance Company
+ critical illness,accident:Unum Life Insurance Company Of America

Carriers removed

− Unum Insurance Company Of America

Reported premium moved

Dental
Vision
Life

Comp % outside peer band

Life 4.2% · below peers p10–p90 7.8%–21.7% (median 14.3%, n=541)

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

This company214Peer median182

Relationships

Who else these parties place

Lockton Companies, LLC79 other local groups

Broker

A. Stucki Company, Aaa East Central, Accupac, Inc., Adams Mfg. Corp., Adapthealth, LLC

Johnson, Kendall & Johnson Inc29 other local groups

Broker

Advertising Specialty Institute, Alcom Printing Group, Inc., Apis Services, Inc., Atrium Innovations, Chandler Hall Health Services, Inc