Broker brief
40 Marcus Dr 3rd Fl, Melville, NY 11747 · EIN 94-3195221
Plan year 2024
Groups
7
Lives under management
507
Direct (A)
$2,299
Additional (C)
$122,503
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
+3 · +75.0% vs 2023Δ Lives
+308 · +154.8% vs 2023Added (3)
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
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
Reported premium moved · Broker tenure
Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · 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 removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Carriers removed