Employer
Pfm Financial Advisors, LLC
1735 Market Street, 42nd Floor, Philadelphia, PA 19103 · EIN 81-1642787 · Jan 1, 2024 to Dec 31, 2024
Plan year 2024
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Renewal and disruption
Flags
Named parties added
- + Broker - Public Financial Management, Inc.
Coverage added in the last 2 years
- + Hospital (2024)
- + Accident, Critical Illness (2024)
Coverage removed in the last 2 years
- − Accident,Critical Illness (2024)
Carriers added
- + hospital:Metropolitan Life Insurance Company
- + accident, critical illness:Metropolitan Life Insurance Company
Carriers removed
- − accident,critical illness:Metropolitan Life Insurance Company
Reported premium moved
- Legal
Peer band
1492 Lancaster groups · 250+ lives
No stop-loss on filing. Median overlay uses the same lives band. Missing Schedule A is a gap, not $0.
Series
This company353Peer median647
Relationships
Who else these parties place
Lockton Companies, LLC82 other local groups
Broker
A. Stucki Company, Aaa East Central, Accupac, Inc., Agr International, Inc., Amercareroyal, LLC