Broker brief
2171 West 38th Street, Erie, PA 16508 · EIN 25-0637030
Plan year 2020
Groups
5
Lives under management
645
Direct (A)
$1,352
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
No prior yearΔ Lives
No prior yearAdded (5)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Comp % outside peer band
Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added