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Broker brief
401 Plymouth Rd, Plymouth Meeting, PA 19462 · EIN 22-2769024
Plan year 2022
Groups
2
Lives under management
53
Direct (A)
$0
Additional (C)
$43,940
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 change vs 2021Δ Lives
−1 · −1.9% vs 2021Added (0)
None
Dropped (0)
None
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 reported values in this filter.
Relationships
| Employer | Lives |
|---|---|
| Olson Technologies, Inc. | 31 |
| Zieger & Sons, Inc. | 22 |
Disruption in this book
Broker tenure
Named parties removed · Broker tenure