Broker brief
Po Box 749075, Dallas, TX 75374 · EIN 75-1617587
Plan year 2024
Groups
2
Lives under management
361
Direct (A)
$4,213
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 · −33.3% vs 2023Δ Lives
−484 · −57.3% vs 2023Added (1)
Dropped (2)
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.
Relationships
Disruption in this book
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed