Broker brief
11311 Mccormick Road Suite 500, Hunt Valley, MD 21031 · EIN 80-0887008
Plan year 2024
Groups
7
Lives under management
2,449
Direct (A)
$315,713
Additional (C)
$108,203
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
−4 · −36.4% vs 2023Δ Lives
−825 · −25.2% vs 2023Added (0)
None
Dropped (4)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A / Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties added · 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
Named parties added · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Covered lives moved · Reported premium moved