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Broker brief
4949 Liberty Lane, Suite 100, Allentown, PA 18106 · EIN 01-0698580
Plan year 2022
Groups
2
Lives under management
165
Direct (A)
$5,100
Additional (C)
$35,280
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 · +100.0% vs 2021Δ Lives
+77 · +87.5% vs 2021Added (1)
Dropped (0)
None
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
Carriers removed · Broker tenure
Named parties added · Reported premium moved