Broker brief
2980 Southampton Road, Philadelphia, PA 19154 · EIN 23-2813763
Plan year 2024
Groups
4
Lives under management
2,686
Direct (A)
$1,739
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
No change vs 2023Δ Lives
−115 · −4.1% vs 2023Added (0)
None
Dropped (0)
None
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 · Reported premium moved
Named parties removed · Broker tenure · Comp % outside peer band
Named parties removed · Covered lives moved · Reported premium moved · Broker tenure
Comp % outside peer band