Broker brief

Young, Oakes, Brown & Co.

1210 13th Street, Altoona, PA 16603 · EIN 25-1589048

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2022

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

• Insurance Agents & Brokers Service Group, Inc.

  Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved

• David F Mcclure Company

  Named parties added · Carriers added · Carriers removed · Reported premium moved

• James, Smith, Dietterick & Connelly, LLP

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band

• Mountz Jewelers, L. P.

  Named parties added · Carriers added · Covered lives moved

• Mid Penn Bank

  Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band

• Rl Livingston Inc.

  Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band