Broker brief
Po Box 17, Newtown, PA 18940 · EIN 23-2839894
Plan year 2025
Groups
12
Lives under management
2,408
Direct (A)
$305,786
Additional (C)
$0
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
−25 · −67.6% vs 2024Δ Lives
−12,056 · −83.4% vs 2024Added (0)
None
Dropped (25)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Coverage added in the last 2 years · Carriers added
Covered lives moved · Reported premium moved · 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
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · 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 · 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 · Broker tenure
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Broker tenure · Comp % outside peer band
Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Reported premium moved
Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved