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Broker brief
Four Gateway Center, Pittsburgh, PA 15222 · EIN 25-1750131
Plan year 2023
Groups
7
Lives under management
9,199
Direct (A)
$270,270
Additional (C)
$65,758
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 2022Δ Lives
−686 · −6.9% vs 2022Added (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.
Relationships
Disruption in this book
Coverage added in the last 2 years · Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Covered lives moved · Reported premium moved
Named parties added
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added