Unbiased Insights

Broker brief

Yocum & Company, Inc.

23 S 4th St, Lebanon, PA 17042 · EIN 80-0077545

Plan year 2025

Groups

1

Lives under management

63

Direct (A)

$0

Additional (C)

$8,329

Over time

Change across plan years

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

Series

0235202020212022202320242025
Groups1

Book movement

Lancaster groups and lives vs 2024

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

Δ Groups

−3 · −75.0% vs 2024

Δ Lives

−164 · −72.2% vs 2024

Added (0)

None

Dropped (3)

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

No reported values in this filter.

Relationships

Groups on this book in 2025

Disruption in this book

Flagged groups