Unbiased Insights

Broker brief

Fnl Insurance Group (Frank N. Lotma

2045 York Rd # 2, Timonium, MD 21093 · EIN 52-2132804

Plan year 2020

Groups

1

Lives under management

165

Direct (A)

$5,808

Additional (C)

$0

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Series

037102020202320242025
Groups3

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 year

Δ Lives

No prior year

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

Dental1

Relationships

Groups on this book in 2020

Disruption in this book

Flagged groups

No disruption flags on this book this year.