Broker brief
1000 Midlantic Drive - Suite 100, Mount Laurel, NJ 08054 · EIN 06-1750191
Plan year 2024
Groups
4
Lives under management
5,731
Direct (A)
$171,399
Additional (C)
$234,640
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
No change vs 2023Δ Lives
+2,659 · +86.6% vs 2023Added (1)
Dropped (1)
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.
Relationships
Disruption in this book
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Broker tenure
Named parties removed · Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Reported premium moved · Broker tenure