Broker brief
10 North Park Dr, Hunt Valley, MD 21030 · EIN 30-0837157
Plan year 2020
Groups
75
Lives under management
54,148
Direct (A)
$5,486,726
Additional (C)
$1,165,002
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
+73 · +3650.0% vs 2019Δ Lives
+53,517 · +8481.3% vs 2019Added (75)
Dropped (2)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
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Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Broker tenure · Comp % outside peer band
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