Broker brief
Po Box 9052, Radnor, PA 19087 · EIN 13-2695427
Plan year 2023
Groups
61
Lives under management
86,462
Direct (A)
$4,188,984
Additional (C)
$0
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
−3 · −4.7% vs 2022Δ Lives
−7,727 · −8.2% vs 2022Added (11)
Dropped (14)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Coverage added in the last 2 years · Reported premium moved · Broker tenure
Named parties removed · Carriers added · Carriers removed · Comp % outside peer band
Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Named parties added · Carriers added · Carriers removed
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Reported premium moved · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
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 · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Reported premium moved
Broker tenure
Broker tenure
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Reported premium moved
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties removed · Covered lives moved · Reported premium moved
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved
Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Reported premium moved · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Comp % outside peer band
Named parties added
Named parties removed · Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Named parties added · Carriers added
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Comp % outside peer band
Named parties added · 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
Named parties removed · Coverage added in the last 2 years · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties added · Carriers removed · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage removed in the last 2 years · Carriers removed · Comp % outside peer band
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties removed · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Comp % outside peer band