Broker brief
Po Box 350, Conshohocken, PA 19428 · EIN 26-3237576
Plan year 2025
Groups
85
Lives under management
147,926
Direct (A)
$9,996,394
Additional (C)
$42,567
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
−76 · −47.2% vs 2024Δ Lives
−237,513 · −61.6% vs 2024Added (21)
Dropped (97)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
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.
Relationships
Disruption in this book
Named parties added · Named parties removed · Carriers removed
Comp % outside peer band
Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
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 added · Named parties removed · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Named parties added · Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
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 · Covered lives moved · Comp % outside peer band
Comp % outside peer band
Named parties added · Carriers added · Carriers removed
Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Covered lives moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed
Named parties added · Carriers added · Carriers removed · 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 · Covered lives moved · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure · 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
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure
Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers 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 · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Coverage removed in the last 2 years · Reported premium moved
Named parties removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
Named parties added · Named parties removed · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties removed · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Comp % outside peer band
Named parties added · Named parties removed · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Carriers added · Carriers removed · Covered lives moved · Reported premium moved
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
Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Named parties removed · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Carriers added · Carriers removed · Covered lives moved · Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties added · 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 · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Comp % outside peer band
Named parties added · Carriers added · Carriers removed
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Carriers added · Carriers removed · Reported premium 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 · Carriers added · Carriers removed
Named parties removed · Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band