Broker brief
210 6th Avenue, 30th Floor, Pittsburgh, PA 15222 · EIN 13-3621603
Plan year 2024
Groups
13
Lives under management
3,286
Direct (A)
$130,562
Additional (C)
$20,572
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 · −23.5% vs 2023Δ Lives
−2,101 · −39.0% vs 2023Added (2)
Dropped (6)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule A / 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
Named parties added · 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
Coverage removed in the last 2 years · Carriers added · Reported premium moved
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added
Broker tenure · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years
Named parties added · Coverage removed in the last 2 years · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Named parties added
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added