Broker brief
682 North Brookside Rd Ste 100, Allentown, PA 18106 · EIN 20-2277261
Plan year 2025
Groups
4
Lives under management
275
Direct (A)
$15,139
Additional (C)
$42,180
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
−8 · −66.7% vs 2024Δ Lives
−1,101 · −80.0% vs 2024Added (0)
None
Dropped (8)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Lower 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 · Named parties removed · Carriers added · Reported premium moved
Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed · Carriers removed · Covered lives moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure