Broker brief
252 N Radnor-Chester Rd, Wayne, PA 19087 · EIN 30-0367848
Plan year 2024
Groups
12
Lives under management
3,344
Direct (A)
$191,612
Additional (C)
$505,266
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 · +20.0% vs 2023Δ Lives
+1,445 · +76.1% vs 2023Added (3)
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
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
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties removed · Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Carriers added · Broker tenure
Carriers added · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Carriers added
Named parties added · Named parties removed · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Carriers added · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
Comp % outside peer band