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Broker brief
130 Bellevue Ave, Ste 211, Newport, RI 02840 · EIN 30-0126585
Plan year 2020
Groups
1
Lives under management
724
Direct (A)
$93,342
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
No prior yearΔ Lives
No prior yearAdded (1)
Dropped (0)
None
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.
No similar-sized Lancaster books with a clear carrier/admin difference in this year.
Relationships
| Employer | Lives |
|---|---|
| Iupat District Council No. 21 Welfare Fund | 724 |
Disruption in this book
No disruption flags on this book this year.