Broker brief
Po Box 593, Hollidaysburg, PA 16648 · EIN 25-1301205
Plan year 2024
Groups
51
Lives under management
11,371
Direct (A)
$572,537
Additional (C)
$698,455
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 · +2.0% vs 2023Δ Lives
−952 · −7.7% vs 2023Added (8)
Dropped (7)
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 · Coverage removed in the last 2 years · Carriers added · Covered lives moved
Broker tenure
Carriers added · Covered lives moved · Reported premium moved · Broker tenure
Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Covered lives moved
Covered lives moved · Broker tenure
Named parties added · Coverage removed in the last 2 years
Broker tenure
Named parties added · Named parties removed · Coverage removed in the last 2 years · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved
Broker tenure
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties removed · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Broker tenure
Broker tenure
Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties removed · Reported premium moved · Broker tenure
Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Broker tenure
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Broker tenure
Coverage added in the last 2 years · Reported premium moved
Carriers added · Broker tenure
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years
Named parties added
Carriers added · Covered lives moved · Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Broker tenure
Named parties added · Named parties removed · Carriers added · Reported premium moved · Comp % outside peer band