Broker brief
40 Marcus Dr 3rd Fl, Melville, NY 11747 · EIN 94-3195221
Plan year 2023
Groups
4
Lives under management
199
Direct (A)
$0
Additional (C)
$34,881
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
+2 · +100.0% vs 2022Δ Lives
+127 · +176.4% vs 2022Added (2)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
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.
No reported values in this filter.
Relationships
Disruption in this book
Carriers removed
Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Carriers added · Covered lives moved · Reported premium moved