Broker brief
1111 W Dekalb Pike, Wayne, PA 19087 · EIN 23-2606364
Plan year 2021
Groups
12
Lives under management
23,686
Direct (A)
$2,301,313
Additional (C)
$41,885
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 · −7.7% vs 2020Δ Lives
−146,163 · −86.1% vs 2020Added (0)
None
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
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 · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Reported premium moved · Broker tenure
Named parties removed · Covered lives moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure · Comp % outside peer band