Unbiased Insights

Broker brief

Umr, Inc.

115 W Wausau Avenue, Wassau, WI 54401 · EIN 39-1995276

Plan year 2023

Groups

1

Lives under management

96

Direct (A)

$1,735

Additional (C)

$0

Over time

Change across plan years

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

Series

0112202120222023
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

−1 · −50.0% vs 2022

Δ Lives

−1,276 · −93.0% vs 2022

Added (0)

None

Dropped (1)

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

Stop-loss1

Appears alongside

No other named parties on these groups this year.

Relationships

Groups on this book in 2023

Disruption in this book

Flagged groups