Broker brief
EIN 23-1657465
Plan year 2024
Groups
3
Lives under management
130
Direct (A)
$0
Additional (C)
$25,940
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
+1 · +50.0% vs 2023Δ Lives
+65 · +100.0% vs 2023Added (1)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
No reported values in this filter.
Relationships
Disruption in this book
Named parties added · Covered lives moved
Named parties removed · Covered lives moved · Broker tenure · Comp % outside peer band