Broker brief
Wells Fargo
542 Main St, Worchester, MA 01608 · EIN 41-0449260
Plan year 2020
Groups
2
Lives under management
13
Direct (A)
$11,461
Additional (C)
$0
Over time
Change across plan years
Pick a series. Direct (A) and Additional (C) are never summed.
Series
Groups1
Book movement
Lancaster groups and lives vs 2016
Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.
Δ Groups
+1 · +100.0% vs 2016Δ Lives
−183 · −93.4% vs 2016Added (2)
- Elion, Grieco & Shipman, P.C. · 12 lives
- Fullsight, LLC · 1 lives
Dropped (1)
- Adagio Health Inc. · 196 lives
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
Other2
Appears alongside
Relationships
Groups on this book in 2020
| Employer | Lives |
|---|---|
| Elion, Grieco & Shipman, P.C. | 12 |
| Fullsight, LLC | 1 |