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Broker brief
300 Corporate Parkway, Amherst, NY 14226 · EIN 16-1264154
Plan year 2025
Groups
2
Lives under management
266
Direct (A)
$180,659
Additional (C)
$3,632
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 · −50.0% vs 2024Δ Lives
−1,232 · −82.2% vs 2024Added (0)
None
Dropped (2)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
| Employer | Lives |
|---|---|
| Equal Measure | 20 |
| Corry Manufacturing Company | 246 |
Disruption in this book
Named parties added · Named parties removed · 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 · Comp % outside peer band