Broker brief
506 Pellis Road, Greensburg, PA 15601 · EIN 25-1353456
Plan year 2025
Groups
2
Lives under management
799
Direct (A)
$90,989
Additional (C)
$6,842
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 · −66.7% vs 2024Δ Lives
−1,114 · −58.2% vs 2024Added (1)
Dropped (5)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
No similar-placement peers in this year.
Similar book size, different placement mix. Descriptive only — not a recommendation.
No similar-sized Lancaster books with a clear carrier/admin difference in this year.
Relationships
Disruption in this book
Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed