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Broker brief
305 W 6th Street, Erie, PA 16507 · EIN 25-1411965
Plan year 2025
Groups
4
Lives under management
1,497
Direct (A)
$121,524
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
−12 · −75.0% vs 2024Δ Lives
−20,171 · −93.1% vs 2024Added (1)
Dropped (13)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
| Employer | Lives |
|---|---|
| C.A. Curtze Company | 771 |
| Widget Federal Credit Union | 146 |
| Point Park University | 448 |
| Abbott Furnace Company | 132 |
Disruption in this book
Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties added · Covered lives moved
Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band