Broker brief
262 Chestnut Street, Meadville, PA 16335 · EIN 25-1708669
Plan year 2022
Groups
27
Lives under management
4,430
Direct (A)
$425,511
Additional (C)
$261,302
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
+10 · +58.8% vs 2021Δ Lives
+1,488 · +50.6% vs 2021Added (10)
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 / 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
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Covered lives moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Coverage added in the last 2 years · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Covered lives moved · Comp % outside peer band
Reported premium moved · Broker tenure
Broker tenure
Carriers added · Broker tenure
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Broker tenure
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Covered lives moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band