Broker brief
3130 Broadway, Kansas City, MO 64111 · EIN 43-0949844
Plan year 2023
Groups
1
Lives under management
2
Direct (A)
$340
Additional (C)
$0
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 2022Δ Lives
−2,018 · −99.9% vs 2022Added (0)
None
Dropped (1)
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.
No similar-sized Lancaster books with a clear carrier/admin difference in this year.
Relationships
| Employer | Lives |
|---|---|
| Morningstar Senior Living, Inc. | 2 |
Disruption in this book
Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band