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Broker brief
850 Cassatt Rd, Berwyn, PA 19312 · EIN 23-2179178
Plan year 2021
Groups
4
Lives under management
435
Direct (A)
$2,937
Additional (C)
$106,749
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 2020Δ Lives
+28 · +6.9% vs 2020Added (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
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
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Broker tenure
Broker tenure
Named parties added
Covered lives moved · Reported premium moved · Broker tenure