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Broker brief
160 Federal St, Boston, MA 02110 · EIN 16-1689464
Plan year 2025
Groups
13
Lives under management
4,892
Direct (A)
$453,952
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
−19 · −59.4% vs 2024Δ Lives
−28,839 · −85.5% vs 2024Added (4)
Dropped (23)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed
Named parties added · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Named parties added · Coverage removed in the last 2 years · Carriers removed · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Comp % outside peer band
Named parties removed
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band