Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$960K
- Prescription drug$876K
- Dental$106K
- Vision$106K
- Life$106K
- Other$106K
Sponsor portfolio
S.R. PERROTT, INC.
EIN 59-0968982Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$1.0M premiums
Participants
332
1280 N US HIGHWAY 1 - ORMOND BEACH, FL 32174386-672-2275
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 164 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- FLORIDA HEALTH CARE PLANS, INC.82%
- HUMANA INSURANCE COMPANY10%
- BLUE CROSS OF CALIFORNIA8%
Broker market share
Schedule A broker compensation
62%top
- CORPORATE SYNERGIES GROUP LLC62%
- FOUNDATION RISK PARTNERS CORP32%
- FRP CORP DBA ACENTRIA DAYTONA6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
S.R. PERROTT, INC. EMPLOYEE SAVINGS & PROTECTION PLAN
401k
Assets$5.7M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
S.R PERROTT, INC. DENTAL, VISION AND LIFE PLAN
Fully Insured - FLORIDA HEALTH CARE PLANS, INC.
Premiums$1.0M
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | S.R. PERROTT, INC. EMPLOYEE SAVINGS & PROTECTION PLAN | 401k | $5.7M | 168 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | S.R PERROTT, INC. DENTAL, VISION AND LIFE PLAN | Fully Insured | FLORIDA HEALTH CARE PLANS, INC. | $1.0M | 164 | 2025 |
Retirement plans
Welfare plans