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Broker brief
EIN 87-2917800
Plan year 2025
Groups
6
Lives under management
517
Direct (A)
$0
Additional (C)
$158,047
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
−9 · −60.0% vs 2024Δ Lives
−1,214 · −70.1% vs 2024Added (2)
Dropped (11)
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
Disruption in this book
Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · 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
Named parties added · Named parties removed · Carriers removed · Reported premium moved
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band