Broker brief
Morgan Stanley Ins Services Inc
700 Plaza Two, 7th Floor, Jersey City, NJ 07311 · EIN 51-0116113
Plan year 2023
Groups
1
Lives under management
35
Direct (A)
$532
Additional (C)
$0
Over time
Change across plan years
Pick a series. Direct (A) and Additional (C) are never summed.
Series
Book movement
Lancaster groups and lives vs 2022
Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.
Δ Groups
−1 · −50.0% vs 2022Δ Lives
−193 · −84.6% vs 2022Added (0)
None
Dropped (1)
- Kml Law Group, P.C. · 189 lives
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
Appears alongside
Relationships
Groups on this book in 2023
| Employer | Lives |
|---|---|
| The Tri-M Group, LLC | 35 |
Disruption in this book
Flagged groups
- The Tri-M Group, LLC
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved