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

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Employer

Surgent Mccoy Cpe, LLC

201 N. King Of Prussia Road, Radnor, PA 19087 · EIN 34-2037648 · Jan 1, 2024 to Dec 31, 2024

Plan year 2024

View

Renewal and disruption

Flags

Named parties added

+ Broker - The Simkiss Agency Inc
+ Broker - Alera General Agency
+ Broker - American Insurance Administrators

Named parties removed

− Broker - Emerson, Reid LLC

Coverage added in the last 2 years

+ Dental + Vision (2024)
+ Other (2024)

Carriers added

+ Independence Blue Cross
+ Aetna Life Insurance Company

Carriers removed

− Aetna Life Insurance Company

Reported premium moved

Medical

Peer band

1492 Lancaster groups · 250+ lives

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

Series

This company261Peer median647

Relationships

Who else these parties place

Emerson Rogers LLC305 other local groups

Broker

365 Health Services, LLC, A-G Specialty Insurance, LLC, A.C. Miller Concrete Products, Inc., A.H. Moyer, Inc., Abbott Furnace Company

American Insurance Administrators120 other local groups

Broker

A & H Sportwear Company, Inc., Administrative Concepts, Inc., Advanced Conversion Technology, Inc, Advanced Cooling Technologies, Inc., Air Ventures LLC

Simkiss & Block15 other local groups

Broker

A-G Specialty Insurance, LLC, Alloy Surfaces, Bohlin Cywinski Jackson, Coretech Consulting Group, LLC, Elliott-Lewis Corporation