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Broker brief
Po Box 850502, Minneapolis, MN 55485 · EIN 34-2015463
Plan year 2025
Groups
17
Lives under management
37,209
Direct (A)
$1,134,424
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
−24 · −58.5% vs 2024Δ Lives
−107,427 · −74.3% vs 2024Added (7)
Dropped (31)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Carriers removed · Reported premium moved · Comp % outside peer band
Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Carriers added · Comp % outside peer band
Named parties added · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years