Unbiased Insights

Broker brief

Kelly Benefits Strategies

1 Kelly Way, Sparks, MD 21152 · EIN 52-1066374

Plan year 2025

Groups

1

Lives under management

23

Direct (A)

$1,107

Additional (C)

$0

Over time

Change across plan years

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

Series

001120242025
Groups1

Book movement

Lancaster groups and lives vs 2024

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

No change vs 2024

Δ Lives

−31 · −57.4% vs 2024

Added (1)

Dropped (1)

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

Other1

Relationships

Groups on this book in 2025

Disruption in this book

Flagged groups

  • Strategic Distribution, Inc.

    Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band