Broker brief
1901 Roxborough Road Ste 300, Charlotte, NC 28211 · EIN 22-3811325
Plan year 2025
Groups
2
Lives under management
339
Direct (A)
$0
Additional (C)
$67,571
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
−1 · −33.3% vs 2024Δ Lives
−89 · −20.8% vs 2024Added (0)
None
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
No reported values in this filter.
Relationships
| Employer | Lives |
|---|---|
| Faddis Concrete Products, Inc. | 72 |
| Envision Building Products, LLC | 267 |
Disruption in this book
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 · Broker tenure · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed