PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
JULIANE D BERRY

Welfare broker

JULIANE D BERRY

Mailing address (most recent filing)

212 LAKE SHIRE DRIVE

LEXINGTON, SC 29073

Total comp: $11K
Commissions: $10K
Fees: $907
Filings: 6
Sponsors: 6

Not enough current filings to build analytics for JULIANE D BERRY.

No sponsors where JULIANE D BERRY is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
JULIANE D BERRY

Welfare broker

JULIANE D BERRY

Mailing address (most recent filing)

212 LAKE SHIRE DRIVE

LEXINGTON, SC 29073

Total comp: $11K
Commissions: $10K
Fees: $907
Filings: 6
Sponsors: 6

Not enough current filings to build analytics for JULIANE D BERRY.

No sponsors where JULIANE D BERRY is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms