Broker brief
417 Walnut Street, Harrisburg, PA 17101 · EIN 25-1784573
Plan year 2022
Groups
41
Lives under management
3,079,211
Direct (A)
$200,992
Additional (C)
$479,489
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
−4 · −8.9% vs 2021Δ Lives
+3,072,693 · +47141.7% vs 2021Added (1)
Dropped (5)
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.
No similar-sized Lancaster books with a clear carrier/admin difference in this year.
Relationships
Disruption in this book
Carriers added · Broker tenure · Comp % outside peer band
Named parties added · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure · 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 · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Covered lives moved · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Reported premium moved · Broker tenure
Reported premium moved · Broker tenure
Coverage removed in the last 2 years · Carriers removed · Broker tenure · 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 · Reported premium moved
Broker tenure · Comp % outside peer band
Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Broker tenure · Comp % outside peer band
Carriers added · Broker tenure
Named parties removed · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
Covered lives moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Covered lives moved · Reported premium moved · Broker tenure
Reported premium moved · Broker tenure
Named parties added · 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 added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Named parties removed · Broker tenure
Covered lives moved · Reported premium moved · Broker tenure
Reported premium moved · Broker tenure
Named parties added · Named parties removed · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Broker tenure
Reported premium moved · Broker tenure
Carriers added · Covered lives moved · Broker tenure · Comp % outside peer band
Carriers added · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Covered lives moved · Reported premium moved
Named parties added · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band