Broker brief
Captrust Financial Advisors
4208 Six Forks Road, Ste 1700, Raleigh, NC 27609 · EIN 26-0058143
Plan year 2022
Over time
Change across plan years
Pick a series. Direct (A) and Additional (C) are never summed.
Series
Groups2
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
No reported values in this filter.
Appears alongside
No other named parties on these groups this year.
Relationships
Groups on this book in 2022
| Employer | Lives |
|---|
Disruption in this book
Flagged groups
No disruption flags on this book this year.