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Broker brief
40 Marcus Dr 3rd Fl, Melville, NY 11747 · EIN 94-3195221
Plan year 2025
Groups
2
Lives under management
83
Direct (A)
$0
Additional (C)
$32,456
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
−5 · −71.4% vs 2024Δ Lives
−424 · −83.6% vs 2024Added (1)
Dropped (6)
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.
No reported values in this filter.
Relationships
| Employer | Lives |
|---|---|
| Technivate, Inc. | 40 |
| Leer Electric, Inc. | 43 |
Disruption in this book
Named parties removed · Carriers added · Carriers removed · Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed