Broker brief
262 Chestnut Street, Meadville, PA 16335 · EIN 25-1708669
Plan year 2023
Groups
28
Lives under management
4,847
Direct (A)
$350,731
Additional (C)
$364,150
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 · +3.7% vs 2022Δ Lives
+417 · +9.4% vs 2022Added (4)
Dropped (3)
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 C $/life vs this broker
Lower 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 added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Reported premium moved · Broker tenure
Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Reported premium moved · Broker tenure
Named parties added
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · Named parties removed · Carriers added · Carriers removed
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Reported premium moved · Broker tenure
Carriers added · Carriers removed · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added · Reported premium moved
Named parties added · Carriers added · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Reported premium moved