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Broker brief
Po Box 21545, Eagan, MN 55121 · EIN 23-2521508
Plan year 2025
Groups
14
Lives under management
3,310
Direct (A)
$43,589
Additional (C)
$0
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
−27 · −65.9% vs 2024Δ Lives
−11,201 · −77.2% vs 2024Added (0)
None
Dropped (27)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed
Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added
Coverage added in the last 2 years · Carriers added
Named parties added · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Broker tenure
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Broker tenure
Named parties added · Named parties removed
Named parties removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added
Named parties removed · Comp % outside peer band
Coverage added in the last 2 years
Named parties added · Coverage added in the last 2 years · Comp % outside peer band