Welfare broker

STEWART PERRY

Mailing address (most recent filing)

4808 VILLAGE CREEK DR

ATLANTA, GA 303385120

Total comp: $57K
Commissions: $57K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

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

METROPOLITAN LIFE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$125K	50.0%
BLUE CROSS OF CALIFORNIA	1	$3.0M	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
SC	2	$3.1M	0.2%	123.43x

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 STEWART PERRY's plans by broker comp / premium ratio. Median 8.62% vs welfare-wide median 6.40% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
JEM RESTAURANT GROUP JEM RESTAURANT GROUP ANCILLARY	SC	$3.0M	$77K	BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA
JEM RESTAURANT GROUP JEM RESTAURANT GROUP DENTAL AND VISION PLAN	SC	$125K	$18K	METROPOLITAN LIFE INSURANCE COMPANY

Carrier

Plans

Premium

METROPOLITAN LIFE INSURANCE COMPANY

$125K

50.0%

BLUE CROSS OF CALIFORNIA

$3.0M

50.0%

State

Plans

Premium

State share

Index

$3.1M

0.2%

123.43x

Sponsor

Loc

Premium

Comp

Carrier

JEM RESTAURANT GROUP

JEM RESTAURANT GROUP ANCILLARY

$3.0M

$77K

BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

JEM RESTAURANT GROUP

JEM RESTAURANT GROUP DENTAL AND VISION PLAN

$125K

$18K

METROPOLITAN LIFE INSURANCE COMPANY