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Broker brief
850 Cassatt Rd, Berwyn, PA 19312 · EIN 23-2179178
Plan year 2022
Groups
4
Lives under management
592
Direct (A)
$12,709
Additional (C)
$106,548
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 2021Δ Lives
+157 · +36.1% vs 2021Added (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 A / 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 · Coverage added in the last 2 years · Carriers added · Covered lives moved