Unbiased Insights

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

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Employer

Margolis Edelstein

The Curtis Center, Philadelphia, PA 19106 · EIN 23-2049922 · Feb 1, 2021 to Jan 31, 2022

Plan year 2021

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Renewal and disruption

Flags

Named parties added

+ Broker - Advanced Benefit Concepts Of Cherry
+ Broker - Advanced Benefits Concepts

Carriers removed

− Sun Life Insurance Company Of America

Reported premium moved

Life

Comp % outside peer band

Stop-loss 29.5% · above peers p10–p90 3.4%–15.4% (median 10.0%, n=27)

Peer band

274 Lancaster groups · 100-249 lives

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

Series

This company285Peer median162

Relationships

Who else these parties place

Digital Insurance, Inc.101 other local groups

Broker

A. J. Blosenski, Inc., Access Services, Inc., Alp Industries, Inc., Aria Systems Inc., Asociacion Puertorriquenos En Marcha, Inc.

Alpha Benefits Group, Inc18 other local groups

Broker

Atlantic Concrete Products, Inc., Bingaman & Son Lumber, Inc., C. H. Briggs Company, Country Cupboard Inn, Cumberland Truck Equipment Co.

Brokerage Concepts, Inc.10 other local groups

Broker

Cleopatra Resourses, LLC, Consolidated Scrap Resources, Inc., Marty Sussman Organization, Modern Transportation Services, Inc., Rothrock Motor Sales, Inc.