Broker brief
Captrust Financial Advisors
4208 Six Forks Road, Ste 1700, Raleigh, NC 27609 · EIN 26-0058143
Plan year 2023
Groups
1
Lives under management
15
Direct (A)
$6,936
Additional (C)
$0
Over time
Change across plan years
Pick a series. Direct (A) and Additional (C) are never summed.
Series
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.
Δ Groups
No prior yearΔ Lives
No prior yearAdded (1)
- B. Braun Medical, Inc. · 15 lives
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
Appears alongside
No other named parties on these groups this year.
Relationships
Groups on this book in 2023
| Employer | Lives |
|---|---|
| B. Braun Medical, Inc. | 15 |
Disruption in this book
Flagged groups
- B. Braun Medical, Inc.
Named parties added · Carriers added · Carriers removed