Broker brief
7 Giralda Farms, 3rd Floor, Madison, NJ 07940 · EIN 22-1211670
Plan year 2023
Groups
1
Lives under management
3,209
Direct (A)
$109,736
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
No change vs 2022Δ Lives
−13 · −0.4% vs 2022Added (0)
None
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.
No similar-sized Lancaster books with a clear carrier/admin difference in this year.
Relationships
| Employer | Lives |
|---|---|
| Board Of Trustees Steamfitters Local #449 Pension Fund | 3209 |
Disruption in this book
Named parties added · Named parties removed · Broker tenure