Broker brief
920 Fort Duquesne Blvd., Pittsburgh, PA 15222 · EIN 25-0543730
Plan year 2025
Groups
42
Lives under management
37,706
Direct (A)
$2,501,858
Additional (C)
$17,700
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
−41 · −49.4% vs 2024Δ Lives
−37,410 · −49.8% vs 2024Added (6)
Dropped (47)
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.
Relationships
Disruption in this book
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Coverage added in the last 2 years · Carriers added · Covered lives moved · Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Broker tenure
Coverage removed in the last 2 years · Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Comp % outside peer band
Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure
Named parties added · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Reported premium moved · Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added
Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers removed · 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 · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years
Named parties added · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Comp % outside peer band
Coverage removed in the last 2 years · Reported premium moved · Broker tenure
Broker tenure
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · 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 · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Carriers removed · Reported premium moved · Comp % outside peer band
Coverage removed in the last 2 years · Reported premium 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 removed · Reported premium moved · Comp % outside peer band