Broker brief
262 Chestnut Street, Meadville, PA 16335 · EIN 25-1708669
Plan year 2020
Groups
15
Lives under management
2,871
Direct (A)
$375,981
Additional (C)
$29,372
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
+14 · +1400.0% vs 2019Δ Lives
+2,276 · +382.5% vs 2019Added (14)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A $/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
Broker tenure · Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band