Broker brief
EIN 12-1315351
Plan year 2023
Groups
2
Lives under management
303
Direct (A)
$0
Additional (C)
$27,397
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 2022Δ Lives
−21 · −6.5% vs 2022Added (0)
None
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
No reported values in this filter.
Relationships
| Employer | Lives |
|---|---|
| Fr. Meyer'S Sohn North America LLC | 225 |
| Jennings Automotive, Inc. | 78 |
Disruption in this book
Named parties removed · Carriers added · Carriers removed
Coverage added in the last 2 years · Carriers removed · Broker tenure