Welfare broker

LISA A PERRI

Mailing address (most recent filing)

775 ROUTE 70 EAST

SUITE F100

MARLTON, NJ 08053

Total comp: $237K
Commissions: $178K
Fees: $59K
Filings: 76
Sponsors: 76

Carrier mix

Where LISA A PERRI places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA66.7%
HEALTHPARTNERS INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$3.6M	66.7%
HEALTHPARTNERS INSURANCE COMPANY	1	$1.5M	33.3%

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
PA	2	$3.6M	0.0%	16.11x
MN	1	$1.5M	0.0%	16.53x

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 LISA A PERRI's plans by broker comp / premium ratio. Median 5.19% vs welfare-wide median 6.40% (n=3).

Prospect-flag exposure · vs market baseline

Share of LISA A PERRI's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where LISA A PERRI is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SOCIETY HILL ANESTHESIA SOCIETY HILL ANESTHESIA EMPLOYEE BENEFITS PLAN	PA	$2.8M	$143K	HIGHMARK INC.
UNIVERSAL SERVICES TELECOMMUNICATIONS TECHNICIANS, LLC UNIVERSAL SERVICES TELECOMMUNICATIONS TECHNICIANS, LLC EMPLOYEE BENEFITS PLAN	MN	$1.5M	$80K	HEALTHPARTNERS INSURANCE COMPANY
DUBOIS CONTINUUM OF CARE COMMUNITY, INC. DUBOIS CONTINUUM OF CARE COMMUNITY	PA	$851K	$26K	HIGHMARK INC.

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$3.6M

66.7%

HEALTHPARTNERS INSURANCE COMPANY

$1.5M

33.3%

State

Plans

Premium

State share

Index

$3.6M

0.0%

16.11x

$1.5M

0.0%

16.53x

Sponsor

Loc

Premium

Comp

Carrier

SOCIETY HILL ANESTHESIA

SOCIETY HILL ANESTHESIA EMPLOYEE BENEFITS PLAN

$2.8M

$143K

HIGHMARK INC.

UNIVERSAL SERVICES TELECOMMUNICATIONS TECHNICIANS, LLC

UNIVERSAL SERVICES TELECOMMUNICATIONS TECHNICIANS, LLC EMPLOYEE BENEFITS PLAN

$1.5M

$80K

HEALTHPARTNERS INSURANCE COMPANY

DUBOIS CONTINUUM OF CARE COMMUNITY, INC.

DUBOIS CONTINUUM OF CARE COMMUNITY

$851K

$26K

HIGHMARK INC.