Broker brief
417 Walnut Street, Harrisburg, PA 17101 · EIN 25-1784573
Plan year 2023
Groups
37
Lives under management
410,865
Direct (A)
$122,546
Additional (C)
$468,803
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 · −9.8% vs 2022Δ Lives
−2,668,346 · −86.7% vs 2022Added (3)
Dropped (7)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Carriers added · Carriers removed · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Carriers added · Carriers removed · Broker tenure
Coverage added in the last 2 years · Carriers added · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Carriers added · Broker tenure
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
Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Carriers added · Carriers removed · Broker tenure
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
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 added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Coverage removed in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties added · Carriers added
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Carriers added · Reported premium moved
Carriers added · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed · Reported premium moved · Broker tenure
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
Named parties added · Named parties removed · Carriers removed · Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Comp % outside peer band
Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Comp % outside peer band
Carriers removed · Broker tenure · Comp % outside peer band
Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Broker tenure
Named parties added · Named parties removed · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
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 · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed