Unbiased Insights

Broker brief

Richards, Inc.

Po Box 820, Brattleboro, VT 05302 · EIN 03-0215988

Plan year 2023

Groups

1

Lives under management

62

Direct (A)

$0

Additional (C)

$2,905

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Series

00112022202320242025
Groups1

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

No change vs 2022

Δ Lives

−131 · −67.9% vs 2022

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

No reported values in this filter.

Relationships

Groups on this book in 2023

Disruption in this book

Flagged groups