Broker brief
125 East Elm Street, Conshohocken, PA 19428 · EIN 23-2356461
Plan year 2020
Groups
24
Lives under management
3,725
Direct (A)
$141,400
Additional (C)
$9,280
Over time
Pick a series. Direct (A) and Additional (C) are never summed.
Series
Book movement
Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.
Δ Groups
No prior yearΔ Lives
No prior yearAdded (24)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved