Broker brief
448 Murray Hill Circle, Lancaster, PA 17601 · EIN 20-0580609
Plan year 2024
Groups
39
Lives under management
15,070
Direct (A)
$747,925
Additional (C)
$20,545
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 · +2.6% vs 2023Δ Lives
−340 · −2.2% vs 2023Added (4)
Dropped (3)
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
Covered lives moved · Broker tenure · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure
Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
Coverage added in the last 2 years · Covered lives moved · Broker tenure · Comp % outside peer band
Named parties added
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
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 · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Reported premium moved
Named parties added · Carriers added · Carriers removed · Comp % outside peer band
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 removed · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed
Named parties removed · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage removed in the last 2 years · Carriers removed · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved
Named parties added · Named parties removed
Carriers added · Broker tenure
Named parties added · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Covered lives moved · Reported premium moved
Named parties added · Carriers removed
Named parties added · Named parties removed · Covered lives moved · Reported premium moved
Covered lives moved · Reported premium moved · Broker tenure
Named parties removed · Carriers added · Carriers removed · Covered lives moved
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed · Covered lives moved
Named parties removed · Carriers added · Carriers removed · Covered lives moved