Broker brief
2850 Golf Road, Rolling Meadows, IL 60008 · EIN 86-0307623
Plan year 2024
Groups
4
Lives under management
1,601
Direct (A)
$20,798
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
+1 · +33.3% vs 2023Δ Lives
+696 · +76.9% vs 2023Added (2)
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Broker tenure