Broker brief
501 Corporate Cir, Harrisburg, PA 17110 · EIN 23-1669823
Plan year 2023
Groups
7
Lives under management
2,892
Direct (A)
$105,795
Additional (C)
$0
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 · +16.7% vs 2022Δ Lives
−308 · −9.6% vs 2022Added (3)
Dropped (2)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Broker tenure
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed
Broker tenure
Named parties added · Carriers removed
Named parties added · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Covered lives moved
Named parties removed · Carriers added · Carriers removed · Reported premium moved