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Broker brief
755 Oak Hill Road, Mountain Top, PA 18707 · EIN 52-2445146
Plan year 2021
Groups
9
Lives under management
1,891
Direct (A)
$378,586
Additional (C)
$0
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
+6 · +200.0% vs 2020Δ Lives
+1,421 · +302.3% vs 2020Added (6)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
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 · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · 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
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved
Coverage added in the last 2 years · Carriers added · Covered lives moved · Broker tenure
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band