Broker brief
2555 Kingston Rd Ste 100, York, PA 17402 · EIN 23-3086396
Plan year 2024
Groups
98
Lives under management
26,300
Direct (A)
$1,297,020
Additional (C)
$2,310,720
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
−3 · −3.0% vs 2023Δ Lives
+4,547 · +20.9% vs 2023Added (10)
Dropped (13)
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
Carriers removed · Broker tenure
Named parties added · Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers added · Reported premium moved · Broker tenure
Carriers removed · Reported premium moved · Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
Carriers added · Covered lives moved · Reported premium moved · Broker tenure
Carriers removed · Reported premium moved
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 · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives 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 · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Carriers added · Covered lives 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 · Reported premium moved · Comp % outside peer band
Comp % outside peer band
Carriers added · Broker tenure
Carriers added · Carriers removed · Broker tenure
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
Named parties added
Coverage added in the last 2 years · Carriers removed · Reported premium moved
Named parties added · Carriers added · Reported premium moved
Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Coverage added 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
Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Carriers removed · Covered lives moved · Reported premium 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
Named parties removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties added · Carriers added · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · 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
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
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Carriers added · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Coverage removed in the last 2 years · Carriers added · Comp % outside peer band
Carriers removed · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
Broker tenure
Named parties added · Named parties removed · Carriers added · 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 · Reported premium moved
Carriers added · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers added · Broker tenure
Named parties added · Carriers added · Carriers removed · Reported premium moved
Named parties added · 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 · Covered lives moved · Reported premium moved · Comp % outside peer band
Coverage removed in the last 2 years · 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 · Covered lives moved · Reported premium moved · Comp % outside peer band
Carriers added · 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 · Covered lives moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers added · Covered lives moved · Broker tenure
Carriers added · 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
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 · Comp % outside peer band
Named parties added · Named parties removed
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added
Named parties removed · Carriers 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 · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Carriers added · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Covered lives moved · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Carriers added
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · Coverage removed in the last 2 years · Reported premium moved
Named parties removed · Carriers added · Broker tenure
Named parties added · Named parties removed · Carriers added · Covered lives moved · Reported premium moved
Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Carriers added · Carriers removed · Covered lives moved · Broker tenure
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · 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 · 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 · 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 · 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 · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties removed · Covered lives moved · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
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 · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
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
Named parties removed · Carriers removed