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Broker brief
2738 West College Ave., State College, PA 16801 · EIN 46-4632328
Plan year 2023
Groups
2
Lives under management
476
Direct (A)
$1,853
Additional (C)
$8,916
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 · −33.3% vs 2022Δ Lives
−36 · −7.0% vs 2022Added (0)
None
Dropped (1)
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 similar-sized Lancaster books with a clear carrier/admin difference in this year.
Relationships
| Employer | Lives |
|---|---|
| Penns Woods Bancorp, Inc. | 405 |
| American Exploration Holding Company | 71 |
Disruption in this book
Named parties added · Named parties removed · Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band