Broker brief

Ktp Advisors

130 Bellevue Ave, Ste 211, Newport, RI 02840 · EIN 30-0126585

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2023

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

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.

Disruption in this book

Flagged groups

• International Union Of Operating Engineers Welfare Fund Of East. Pa &

  Named parties added · Named parties removed · Reported premium moved

• Iupat District Council No. 21 Welfare Fund

  Named parties added · Named parties removed · Carriers removed · Covered lives moved · Reported premium moved