Broker brief
701 B Street, San Diego, CA 92101 · EIN 33-0785439
Plan year 2025
Groups
30
Lives under management
516,519
Direct (A)
$7,846,508
Additional (C)
$1,119,502
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
−30 · −50.0% vs 2024Δ Lives
−74,408 · −12.6% vs 2024Added (3)
Dropped (33)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
No similar-placement peers in this year.
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.
Relationships
Disruption in this book
Broker tenure
Coverage added in the last 2 years · Covered lives moved
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved
Named parties added · Coverage removed in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Comp % outside peer band
Broker tenure
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · 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 · Carriers added · Carriers removed
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed
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 · 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 · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Broker tenure
Named parties removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed
Coverage added in the last 2 years · Reported premium moved
Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Comp % outside peer band
Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure
Named parties added · Named parties removed · Coverage added 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 · Reported premium moved
Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Broker tenure
Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved