Broker brief
2738 West College Ave., State College, PA 16801 · EIN 46-4632328
Plan year 2021
Groups
3
Lives under management
550
Direct (A)
$93,678
Additional (C)
$11,720
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 · +50.0% vs 2020Δ Lives
+77 · +16.3% vs 2020Added (2)
Dropped (1)
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
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added
Comp % outside peer band