Broker brief
2555 Kingston Rd, York, PA 17402 · EIN 23-2385085
Plan year 2024
Groups
29
Lives under management
3,740
Direct (A)
$60,987
Additional (C)
$901,844
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 · −3.3% vs 2023Δ Lives
−619 · −14.2% vs 2023Added (2)
Dropped (3)
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
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 · Reported premium moved · Broker tenure
Carriers added · Covered lives moved
Named parties added · Named parties removed · Reported premium moved
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Carriers added · Carriers removed · 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 added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Carriers added · Reported premium moved
Coverage removed 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 · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added · Covered lives moved · Broker tenure
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Carriers added · Covered lives moved · Broker tenure
Named parties removed · 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
Carriers added · Carriers removed · Broker tenure
Named parties added · Carriers added · Covered lives 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
Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Carriers added · Carriers removed · Covered lives moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Carriers added · Carriers removed · Broker tenure
Carriers added · Carriers removed · Broker tenure
Carriers added · Carriers removed · Broker tenure
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Comp % outside peer band
Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band