Broker brief
3809 West Chester Pike, Newtown Square, PA 19073 · EIN 23-2245507
Plan year 2020
Groups
40
Lives under management
10,918
Direct (A)
$1,110,969
Additional (C)
$23,055
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
+38 · +1900.0% vs 2019Δ Lives
+10,681 · +4506.8% vs 2019Added (39)
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Broker tenure
Comp % outside peer band
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Named parties added · Reported premium moved
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