Broker brief
Two Rdnor Corporate Center, Radnor, PA 19087 · EIN 84-5125577
Plan year 2022
Groups
13
Lives under management
4,363
Direct (A)
$345,096
Additional (C)
$239,262
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
+1 · +8.3% vs 2021Δ Lives
+997 · +29.6% vs 2021Added (2)
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/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 · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Covered lives moved · Broker tenure · 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 removed · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved
Named parties added · Named parties removed · Carriers removed
Named parties removed · Carriers removed · Covered lives moved · Reported premium moved
Covered lives moved · Comp % outside peer band
Covered lives moved