Broker brief
EIN 30-0947669
Plan year 2022
Groups
5
Lives under management
382
Direct (A)
$0
Additional (C)
$23,811
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
+3 · +150.0% vs 2021Δ Lives
+234 · +158.1% vs 2021Added (3)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
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
Reported premium moved · Broker tenure · Comp % outside peer band
Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Covered lives moved