Broker brief
Po Box 976, Grove City, PA 16127 · EIN 25-1576397
Plan year 2024
Groups
23
Lives under management
5,874
Direct (A)
$1,113,707
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 · +9.5% vs 2023Δ Lives
+581 · +11.0% vs 2023Added (4)
Dropped (2)
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
Named parties added · Named parties removed · Carriers added · Carriers removed · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years
Named parties added · Covered lives moved
Named parties removed · Reported premium moved
Named parties added · Named parties removed
Named parties added · Comp % outside peer band
Broker tenure
Named parties added · Carriers added · Carriers removed · Reported premium 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
Named parties added · Coverage removed in the last 2 years · Covered lives moved
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved
Named parties added · Comp % outside peer band
Comp % outside peer band
Named parties added
Named parties added · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed · Comp % outside peer band
Named parties added · Covered lives moved · Comp % outside peer band
Named parties removed · Comp % outside peer band
Named parties added · Reported premium moved