Broker brief
252 N Radnor-Chester Rd, Wayne, PA 19087 · EIN 30-0367848
Plan year 2023
Groups
10
Lives under management
1,899
Direct (A)
$80,341
Additional (C)
$728,636
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
−573,351 · −99.7% vs 2022Added (1)
Dropped (0)
None
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 A / Schedule C $/life vs this broker
Lower Schedule A / 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
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Broker tenure
Named parties added · Carriers added · Carriers removed · Covered lives moved
Named parties added · Named parties removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers removed
Named parties added · Coverage added in the last 2 years · Carriers added · 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 · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Reported premium moved
Carriers removed · Reported premium moved · Broker tenure