Broker brief

Valhalla Business Advisors

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

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2023

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

Placement peers

Similar placement

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

Think differently

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

Disruption in this book

Flagged groups

• Diamondback Automotive Accessories Inc.

  Named parties added · Coverage removed in the last 2 years

• Pulmonary Associates Of Lancaster, Ltd.

  Named parties added · Reported premium moved · Broker tenure