Welfare broker

LISA A PERRI

Mailing address (most recent filing)

775 ROUTE 70 EAST

STE F100

MARLTON, NJ 08053

Total comp: $135K
Commissions: $76K
Fees: $59K
Filings: 63
Sponsors: 63

Carrier mix

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

HEALTHPARTNERS INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HEALTHPARTNERS INSURANCE COMPANY	1	$1.7M	50.0%
BLUE CROSS OF CALIFORNIA	1	$851K	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
PA	1	$851K	0.0%	11.99x
MN	1	$1.7M	0.0%	25.07x

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 3.87% vs welfare-wide median 6.29% (n=2).

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.

1-2 of 2 sponsors where LISA A PERRI is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
UNIVERSAL SERVICES TELECOMMUNICATIONS TECHNICIANS LLC UNIVERSAL SERVICES TELECOMMUNICATIONS TECHNICIANS LLC EMPLOYEE BENEFITS PLAN	MN	$1.7M	$81K	HEALTHPARTNERS INSURANCE COMPANY
DUBOIS CONTINUUM OF CARE COMMUNITY, INC. DUBOIS CONTINUUM OF CARE COMMUNITY	PA	$851K	$26K	HIGHMARK INC.

Carrier

Plans

Premium

HEALTHPARTNERS INSURANCE COMPANY

$1.7M

50.0%

BLUE CROSS OF CALIFORNIA

$851K

50.0%

State

Plans

Premium

State share

Index

$851K

0.0%

11.99x

$1.7M

0.0%

25.07x

Sponsor

Loc

Premium

Comp

Carrier

UNIVERSAL SERVICES TELECOMMUNICATIONS TECHNICIANS LLC

UNIVERSAL SERVICES TELECOMMUNICATIONS TECHNICIANS LLC EMPLOYEE BENEFITS PLAN

$1.7M

$81K

HEALTHPARTNERS INSURANCE COMPANY

DUBOIS CONTINUUM OF CARE COMMUNITY, INC.

DUBOIS CONTINUUM OF CARE COMMUNITY

$851K

$26K

HIGHMARK INC.