Welfare broker

JP PERRY INSURANCE INC

Mailing address (most recent filing)

3342 KORI RD

JACKSONVILLE, FL 32257

Total comp: $176K
Commissions: $93K
Fees: $83K
Filings: 3
Sponsors: 3

Carrier mix

Where JP PERRY INSURANCE INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY50.0%
UPMC HEALTH OPTIONS50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.9M	50.0%
UPMC HEALTH OPTIONS	1	$1.2M	50.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
FL	2	$3.1M	0.0%	25.39x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of JP PERRY INSURANCE INC's plans by broker comp / premium ratio. Median 4.38% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of JP PERRY INSURANCE INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where JP PERRY INSURANCE INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
WATSON REALTY CORP. WATSON REALTY CORP SECTION 125 PREMIUM ONLY PLAN	FL	$1.9M	$96K	UNITED HEALTH CARE INSURANCE COMPANY
PENNEY RETIREMENT COMMUNITY, INC. PENNEY RETIREMENT COMMUNITY, INC.	FL	$1.2M	$44K	HEALTH OPTIONS

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$1.9M

50.0%

UPMC HEALTH OPTIONS

$1.2M

50.0%

State

Plans

Premium

State share

Index

$3.1M

0.0%

25.39x

Sponsor

Loc

Premium

Comp

Carrier

WATSON REALTY CORP.

WATSON REALTY CORP SECTION 125 PREMIUM ONLY PLAN

$1.9M

$96K

UNITED HEALTH CARE INSURANCE COMPANY

PENNEY RETIREMENT COMMUNITY, INC.

$1.2M

$44K

HEALTH OPTIONS