Unbiased Insights

Broker brief

Ameriprise Financial Services, LLC

1521 Ameriprise Financial Center, Minneapolis, MN 55474 · EIN 41-0973005

Plan year 2023

Groups

1

Lives under management

186

Direct (A)

$22,668

Additional (C)

$0

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Series

011220202021202220232024
Groups1

Book movement

Lancaster groups and lives vs 2022

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

No change vs 2022

Δ Lives

−9 · −4.6% vs 2022

Added (0)

None

Dropped (0)

None

Placement peers

Similar placement

Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.

No similar-placement peers in this year.

Think differently

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.

Coverage mix this year

Other1

Relationships

Groups on this book in 2023

EmployerLives
K-Fab, Inc.186

Disruption in this book

Flagged groups

  • K-Fab, Inc.

    Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band