Broker brief
2980 Southampton Road, Philadelphia, PA 19154 · EIN 23-2813763
Plan year 2022
Groups
4
Lives under management
3,213
Direct (A)
$2,890
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
+1 · +33.3% vs 2021Δ Lives
+413 · +14.8% vs 2021Added (2)
Dropped (1)
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
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band