Broker brief

Lacher & Associates Ins. Agency Inc

632 East Broad Street, Souderton, PA 18964 · EIN 23-2134092

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Book movement

Lancaster groups and lives vs 2020

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Placement peers

Similar placement

Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.

No similar-placement peers in this year.

Think differently

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.

Disruption in this book

Flagged groups

• J.M. Oliver, Inc.

  Named parties removed · Covered lives moved · Reported premium moved

• Bearings & Drives Unlimited, Inc.

  Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band

• Tel Hai Retirement Community

  Named parties added · Reported premium moved