Broker brief
850 Cassatt Rd, Berwyn, PA 19312 · EIN 23-2179178
Plan year 2023
Groups
5
Lives under management
472
Direct (A)
$21,397
Additional (C)
$107,462
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 · +25.0% vs 2022Δ Lives
−120 · −20.3% vs 2022Added (1)
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 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 removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Broker tenure
Carriers added · Carriers removed · Broker tenure
Coverage added in the last 2 years · Covered lives moved