Broker brief
Po Box 449, Indiana, PA 15701 · EIN 25-1368370
Plan year 2024
Groups
18
Lives under management
14,029
Direct (A)
$1,047,811
Additional (C)
$39,119
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
No change vs 2023Δ Lives
−6,190 · −30.6% vs 2023Added (1)
Dropped (1)
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 / Schedule C $/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
Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Comp % outside peer band
Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Broker tenure
Carriers added · Reported premium moved · Broker tenure
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 · Coverage removed in the last 2 years · Carriers added · Comp % outside peer band
Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Covered lives moved · 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 · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Covered lives moved · Comp % outside peer band
Broker tenure
Reported premium moved