Employer
Pfm Financial Advisors, LLC
1735 Market Street, 42nd Floor, Philadelphia, PA 19103 · EIN 81-1642787 · Jan 1, 2025 to Dec 31, 2025
Plan year 2025
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Renewal and disruption
Flags
Named parties removed
- − Broker - Public Financial Management, Inc.
Coverage added in the last 2 years
- + Accident, Critical Illness, Hospital (2025)
Coverage removed in the last 2 years
- − Accident,Critical Illness (2024)
Carriers added
- + accident, critical illness, hospital:Metropolitan Life Insurance Company
Carriers removed
- − hospital:Metropolitan Life Insurance Company
- − accident, critical illness:Metropolitan Life Insurance Company
Reported premium moved
- Legal
Comp % outside peer band
- Accident, Critical Illness, Hospital 11.0% · below peers p10–p90 12.5%–26.9% (median 22.8%, n=15)
Peer band
641 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 median643
Relationships
Who else these parties place
Lockton Companies, LLC36 other local groups
Broker
Aaa East Central, Ameribest Home Care Inc, Angeion Group, Ascendance Trucks North America, LLC, Ascensus, LLC