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Broker brief
P.O. Box 632886, Cincinnati, OH 45263 · EIN 31-1582098
Plan year 2025
Groups
16
Lives under management
18,492
Direct (A)
$834,433
Additional (C)
$124,572
Over time
Pick a series. Direct (A) and Additional (C) are never summed.
Series
Book movement
Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.
Δ Groups
−27 · −62.8% vs 2024Δ Lives
−8,478 · −31.4% vs 2024Added (1)
Dropped (28)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
No similar-placement peers in this year.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Reported premium moved · Broker tenure
Named parties removed · Carriers removed · Reported premium moved · Broker tenure
Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Broker tenure
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Comp % outside peer band
Named parties removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Comp % outside peer band
Named parties added · Named parties removed · Comp % outside peer band
Broker tenure
Broker tenure
Named parties added · Named parties removed · Coverage removed in the last 2 years · Comp % outside peer band