Broker brief

Bolton Partners Northeast, Inc.

36 South Charles Street, Suite 1000, Baltimore, MD 21201 · EIN 52-1231144

Over time

Change across plan years

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

Book movement

Lancaster groups and lives

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

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.

Disruption in this book

Flagged groups

• Trustees Of Ufcw Local 1776 & Part Employers H & W Fund

  Named parties added · Named parties removed · Covered lives moved · Broker tenure