Broker brief
12925 Perry Highway, Wexford, PA 15090 · EIN 25-1873283
Plan year 2022
Groups
4
Lives under management
3,439
Direct (A)
$283,501
Additional (C)
$78,420
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
No change vs 2021Δ Lives
−7 · −0.2% vs 2021Added (0)
None
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Broker tenure
Broker tenure · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure