Broker brief
Po Box 976, Grove City, PA 16127 · EIN 25-1576397
Plan year 2022
Groups
17
Lives under management
5,478
Direct (A)
$1,220,154
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
−2 · −10.5% vs 2021Δ Lives
−1,048 · −16.1% vs 2021Added (2)
Dropped (4)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Carriers added · Carriers removed · Broker tenure
Reported premium moved · Broker tenure
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
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Broker tenure · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure
Covered lives moved · Reported premium moved · Broker tenure
Carriers added · Carriers removed · Reported premium moved
Named parties added · Carriers added · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Broker tenure
Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties added · Carriers added · Carriers removed
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Covered lives moved · Reported premium moved · Broker tenure