Broker brief
300 Corporate Parkway, Amherst, NY 14226 · EIN 16-1264154
Plan year 2020
Groups
5
Lives under management
3,056
Direct (A)
$732,802
Additional (C)
$1,383,857
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 (5)
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.
Relationships
Disruption in this book
Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Comp % outside peer band