Broker brief
125 East Elm Street, Conshohocken, PA 19428 · EIN 23-2356461
Plan year 2022
Groups
15
Lives under management
1,722
Direct (A)
$119,007
Additional (C)
$0
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
−4 · −21.1% vs 2021Δ Lives
−1,125 · −39.5% vs 2021Added (3)
Dropped (7)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A $/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
Named parties added · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Named parties added · Reported premium moved
Named parties added · Covered lives moved · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Covered lives moved · Broker tenure
Named parties added · Named parties removed · Reported premium moved
Reported premium moved · Broker tenure
Comp % outside peer band
Named parties added · Named parties removed
Named parties added · Coverage removed in the last 2 years · Carriers removed · Covered lives moved
Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Covered lives moved · Reported premium moved