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

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Employer

Patriot Home Care, Inc.

5700 North Broad Street, Philadelphia, PA 19141 · EIN 46-5564096 · Jan 1, 2020 to Dec 31, 2020

Plan year 2020

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Renewal and disruption

Flags

Named parties added

+ Broker - Winkelman Iii, Robert B
+ Recordkeeper - Ameritas
+ Recordkeeper - Robert Winkelman Iii

Named parties removed

− Recordkeeper - Robert Winkleman Iii

Coverage added in the last 2 years

+ Life (2020)

Coverage removed in the last 2 years

− Dental (2020)

Carriers added

+ Ameritas Life Insurance
+ Sun Life Assurance Company Of Ca

Carriers removed

− Union Security Insurance Company
− Ameritas Life Insurance Corp.

Covered lives moved

2556 vs 3146 in 2018

Reported premium moved

Stop-loss
Medical
Dental + Vision
Legal

Comp % outside peer band

Dental + Vision 21.8% · above peers p10–p90 3.9%–18.8% (median 9.9%, n=18)
Other 28.5% · above peers p10–p90 3.6%–20.5% (median 10.6%, n=133)

Peer band

340 Lancaster groups · 250+ lives

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

Series

This company3,672Peer median688.5

Relationships

Who else these parties place

Navigation Benefits LLC9 other local groups

Recordkeeper

Affordable Home Care, LLC., Caresify LLC, Caring People Alliance, Connect America, Countrywide Home Care Inc.

Ameritas3 other local groups

Recordkeeper

Harpoint Holdings, Inc., Patriot Home Care, Inc., Vantage Holding Company, LLC