Broker brief
Po Box 11600, Lancaster, PA 17605 · EIN 23-0558310
Plan year 2022
Groups
82
Lives under management
39,128
Direct (A)
$1,060,104
Additional (C)
$1,770,027
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
+13 · +18.8% vs 2021Δ Lives
+24,191 · +162.0% vs 2021Added (19)
Dropped (6)
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 C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower 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 removed · Broker tenure
Named parties added · 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
Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Carriers removed · Broker tenure
Named parties removed · Covered lives moved · Reported premium moved
Named parties added · Carriers added · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Comp % outside peer band
Reported premium moved · Broker tenure
Broker tenure
Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Broker tenure
Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage removed in the last 2 years · Covered lives moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Broker tenure · Comp % outside peer band
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
Named parties added · Carriers added · Carriers removed · Comp % outside peer band
Covered lives moved
Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Coverage added in the last 2 years · Carriers added · Broker tenure
Broker tenure · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Broker tenure
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Covered lives moved · Reported premium moved · Broker tenure
Reported premium moved · Broker tenure
Covered lives moved · Broker tenure
Named parties added · Named parties removed · Carriers added
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Carriers added · Covered lives moved · 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 · Carriers added · Reported premium moved
Named parties added · Carriers added · Comp % outside peer band
Named parties added · Carriers added
Named parties added · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Carriers added · 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 · Reported premium moved
Broker tenure
Named parties added · Carriers added
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Comp % outside peer band
Reported premium moved · Broker tenure
Broker tenure
Named parties added · Covered lives moved
Broker tenure
Named parties added · Covered lives moved
Carriers added · Covered lives moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved
Coverage added in the last 2 years · Covered lives moved · Comp % outside peer band
Coverage removed in the last 2 years · Carriers removed · Covered lives moved · 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 · Covered lives moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Broker tenure