Broker brief
755 Oak Hill Road, Mountain Top, PA 18707 · EIN 52-2445146
Plan year 2023
Groups
8
Lives under management
1,756
Direct (A)
$326,520
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
−1 · −11.1% vs 2022Δ Lives
−362 · −17.1% vs 2022Added (4)
Dropped (5)
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 $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · 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
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties removed