Broker brief
Po Box 554, Clarks Summit, PA 18411 · EIN 90-0541653
Plan year 2020
Groups
3
Lives under management
247
Direct (A)
$50,251
Additional (C)
$40,670
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
No prior yearΔ Lives
No prior yearAdded (3)
Dropped (0)
None
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 A $/life vs this broker
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
Comp % outside peer band
Comp % outside peer band