Broker brief
Wells Fargo
542 Main St, Worchester, MA 01608 · EIN 41-0449260
Plan year 2024
Groups
1
Lives under management
10
Direct (A)
$9,684
Additional (C)
$0
Over time
Change across plan years
Pick a series. Direct (A) and Additional (C) are never summed.
Series
Book movement
Lancaster groups and lives vs 2023
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 2023Δ Lives
−1 · −9.1% vs 2023Added (0)
None
Dropped (0)
None
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
Appears alongside
No other named parties on these groups this year.
Relationships
Groups on this book in 2024
| Employer | Lives |
|---|---|
| Elion, Grieco & Shipman, P.C. | 10 |
Disruption in this book
Flagged groups
No disruption flags on this book this year.