Welfare broker

PERFECT BENEFITS

Mailing address (most recent filing)

107 TECHNOLOGY PKWY

912

PEACHTREE CORNERS, GA 30092

Total comp: $89K
Commissions: $13K
Fees: $76K
Filings: 2
Sponsors: 2

Carrier mix

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

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA50.0%
ANGLE INSURANCE COMPANY OF UTAH50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	1	$107K	50.0%
ANGLE INSURANCE COMPANY OF UTAH	1	$2.9M	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
GA	1	$107K	0.0%	7.59x
FL	1	$2.9M	0.0%	12.70x

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 PERFECT BENEFITS's plans by broker comp / premium ratio. Median 10.04% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where PERFECT BENEFITS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
VESTED HR SOLUTIONS LLC VESTED HR SOLUTIONS LLC EMPLOYEE BENEFITS PLAN	FL	$2.9M	$76K	ANGLE INSURANCE COMPANY OF UTAH
PROGRESS LEARNING, LLC PROGRESS LEARNING, LLC BENEFIT PLAN	GA	$107K	$19K	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

$107K

50.0%

ANGLE INSURANCE COMPANY OF UTAH

$2.9M

50.0%

State

Plans

Premium

State share

Index

$107K

0.0%

7.59x

$2.9M

0.0%

12.70x

Sponsor

Loc

Premium

Comp

Carrier

VESTED HR SOLUTIONS LLC

VESTED HR SOLUTIONS LLC EMPLOYEE BENEFITS PLAN

$2.9M

$76K

ANGLE INSURANCE COMPANY OF UTAH

PROGRESS LEARNING, LLC

PROGRESS LEARNING, LLC BENEFIT PLAN

$107K

$19K

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA