Broker brief
2555 Kingston Rd, York, PA 17402 · EIN 23-2385085
Plan year 2021
Groups
32
Lives under management
5,046
Direct (A)
$41,446
Additional (C)
$739,249
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
+2 · +6.7% vs 2020Δ Lives
+900 · +21.7% vs 2020Added (4)
Dropped (2)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
Comp % outside peer band
Named parties added · Covered lives moved · Reported premium moved
Named parties removed · Reported premium moved
Reported premium moved · Broker tenure
Reported premium moved · Broker tenure
Named parties added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties removed
Broker tenure
Broker tenure
Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved
Broker tenure
Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure
Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Broker tenure
Broker tenure
Covered lives moved · Broker tenure
Named parties added · 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 · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Covered lives moved · Reported premium moved
Reported premium moved · Broker tenure
Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added
Named parties removed · Reported premium moved
Covered lives moved · Broker tenure
Named parties removed · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Carriers added · Covered lives moved · Broker tenure
Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band