Broker brief
Po Box 749075, Dallas, TX 75374 · EIN 75-1617587
Plan year 2023
Groups
3
Lives under management
845
Direct (A)
$21,360
Additional (C)
$48,180
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
+487 · +136.0% vs 2022Added (2)
Dropped (1)
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
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
| Employer | Lives |
|---|---|
| Chapman Auto Group | 269 |
| The Lewis Group, Inc. | 111 |
| Shorkey Group Management, LLC | 465 |
Disruption in this book
Coverage added in the last 2 years · Coverage removed in the last 2 years
Named parties added · Named parties removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed