Unbiased Insights

Broker brief

Valhalla Business Advisors

744 W Hamilton Ave, State College, PA 16801 · EIN 92-0309386

Plan year 2023

Groups

2

Lives under management

337

Direct (A)

$3,086

Additional (C)

$11,250

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Series

0112202320242025
Groups1

Book movement

Lancaster groups and lives

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

No prior year

Δ Lives

No prior year

Placement peers

Similar placement

Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.

No similar-placement peers in this year.

Think differently

Similar book size, different placement mix. Descriptive only — not a recommendation.

No similar-sized Lancaster books with a clear carrier/admin difference in this year.

Coverage mix this year

Life1

Relationships

Groups on this book in 2023

Disruption in this book

Flagged groups