Broker brief
401 Cranberry St Ste 100, Erie, PA 16507 · EIN 25-1648669
Plan year 2025
Groups
6
Lives under management
1,252
Direct (A)
$129,414
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
−3 · −33.3% vs 2024Δ Lives
−1,299 · −50.9% vs 2024Added (0)
None
Dropped (3)
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
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties removed · Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Broker tenure
Named parties added · Named parties removed
Named parties added · Carriers added · Carriers removed · Reported premium moved
Reported premium moved · Comp % outside peer band
Broker tenure · Comp % outside peer band