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Broker brief
125 East Elm Street, Conshohocken, PA 19428 · EIN 23-2356461
Plan year 2023
Groups
14
Lives under management
1,374
Direct (A)
$92,917
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
−1 · −6.7% vs 2022Δ Lives
−348 · −20.2% vs 2022Added (3)
Dropped (4)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
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 · Carriers removed · Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties added · Carriers added
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Broker tenure
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added
Named parties added · Named parties removed · Coverage removed in the last 2 years · Reported premium moved
Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Broker tenure · Comp % outside peer band