Broker brief
100 Ottawa Ave Sw, Grand Rapids, MI 49503 · EIN 26-3554645
Plan year 2024
Groups
42
Lives under management
69,451
Direct (A)
$847,541
Additional (C)
$100,925
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
+2 · +5.0% vs 2023Δ Lives
+5,204 · +8.1% vs 2023Added (8)
Dropped (6)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/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 · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Covered lives moved
Named parties added · Coverage added in the last 2 years · Carriers added
Named parties removed · Reported premium moved
Named parties removed
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · 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 · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Reported premium moved
Named parties added · Named parties removed · Reported premium moved
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 · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Coverage removed in the last 2 years · Covered lives moved · Reported premium moved · Broker tenure
Carriers added · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties added · Coverage removed in the last 2 years · Covered lives moved
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved · 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 · 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
Carriers removed · Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · 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 · 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 · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure
Named parties removed · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Carriers added · Carriers removed · Broker tenure
Named parties added · Named parties removed
Named parties added · Coverage added in the last 2 years · Carriers added · 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 · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed