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Broker brief
3809 West Chester Pike, Newtown Square, PA 19073 · EIN 23-2245507
Plan year 2025
Groups
14
Lives under management
3,160
Direct (A)
$230,649
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
−32 · −69.6% vs 2024Δ Lives
−8,063 · −71.8% vs 2024Added (1)
Dropped (33)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved
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
Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Coverage removed in the last 2 years · Covered lives moved · Comp % outside peer band
Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Named parties removed · Carriers added · Carriers removed · Covered lives moved
Broker tenure
Named parties removed · Coverage added in the last 2 years · Reported premium moved · Broker tenure