Broker brief
755 Oak Hill Road, Mountain Top, PA 18707 · EIN 52-2445146
Plan year 2024
Groups
10
Lives under management
1,585
Direct (A)
$327,917
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
+2 · +25.0% vs 2023Δ Lives
−171 · −9.7% vs 2023Added (4)
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 $/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
Reported premium moved · Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed