Welfare broker

PERKINS & ASSOCIATES FINANCIAL GROU

Mailing address (most recent filing)

PO BOX 883

MOUNT AIRY, NC 27030

Total comp: $88K
Commissions: $88K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where PERKINS & ASSOCIATES FINANCIAL GROU places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SYMETRA LIFE INSURANCE COMPANY50.0%
SUN LIFE ASSURANCE COMPANY OF CANADA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SYMETRA LIFE INSURANCE COMPANY	1	$94K	50.0%
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$178K	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
NC	2	$272K	0.1%	47.73x

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 PERKINS & ASSOCIATES FINANCIAL GROU's plans by broker comp / premium ratio. Median 13.18% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of PERKINS & ASSOCIATES FINANCIAL GROU's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where PERKINS & ASSOCIATES FINANCIAL GROU is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ADVANCED ELECTRONIC SERVICES INC ADVANCED ELECTRONIC SERVICES INC BENEFITS PLAN	NC	$178K	$21K	SUN LIFE ASSURANCE COMPANY OF CANADA
SCENIC MOTORS, INC. SCENIC MOTORS INC BENEFIT PLAN	NC	$94K	$14K	SYMETRA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

SYMETRA LIFE INSURANCE COMPANY

$94K

50.0%

SUN LIFE ASSURANCE COMPANY OF CANADA

$178K

50.0%

State

Plans

Premium

State share

Index

$272K

0.1%

47.73x

Sponsor

Loc

Premium

Comp

Carrier

ADVANCED ELECTRONIC SERVICES INC

ADVANCED ELECTRONIC SERVICES INC BENEFITS PLAN

$178K

$21K

SUN LIFE ASSURANCE COMPANY OF CANADA

SCENIC MOTORS, INC.

SCENIC MOTORS INC BENEFIT PLAN

$94K

$14K

SYMETRA LIFE INSURANCE COMPANY