Unbiased Insights

Broker brief

Ameriprise Financial Services, LLC

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

Plan year 2024

Groups

1

Lives under management

185

Direct (A)

$26,734

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 2023

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 2023

Δ Lives

−1 · −0.5% vs 2023

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.

Relationships

Groups on this book in 2024

EmployerLives
K-Fab, Inc.185

Disruption in this book

Flagged groups

  • K-Fab, Inc.

    Named parties added · Named parties removed · Comp % outside peer band