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Broker brief
Po Box 593, Hollidaysburg, PA 16648 · EIN 23-1301205
Plan year 2021
Groups
3
Lives under management
623
Direct (A)
$10,010
Additional (C)
$36,901
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
−2 · −40.0% vs 2020Δ Lives
−587 · −48.5% vs 2020Added (0)
None
Dropped (2)
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.
No similar-sized Lancaster books with a clear carrier/admin difference in this year.
Relationships
| Employer | Lives |
|---|---|
| The Ephrata National Bank | 282 |
| Fidelity Deposit & Discount Bank | 218 |
| The Village At Morrisons Cove | 123 |
Disruption in this book
Broker tenure
Reported premium moved · Broker tenure
Reported premium moved · Broker tenure