Broker brief
850 Cassatt Rd, Berwyn, PA 19312 · EIN 23-2179178
Plan year 2024
Groups
6
Lives under management
510
Direct (A)
$21,314
Additional (C)
$120,637
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 · +20.0% vs 2023Δ Lives
+38 · +8.1% vs 2023Added (1)
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 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 · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties removed · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Broker tenure
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added
Broker tenure
Named parties added · Named parties removed · Carriers added
Named parties removed · Carriers added · Broker tenure