PlanOptica

Nancy Perri

Mailing address (most recent filing)
150 SAWGRASS DR.
ROCHESTER, NY 14620
Total comp
$194K
Commissions
$194K
Fees
$0
Filings
6
Sponsors
6

Nancy Perri summary

Nancy Perri appears as a broker on 6 Form 5500 Schedule A filings for 6 employer sponsors. Insurers reported $194K in commissions and fees paid to Nancy Perri. Most client plans are sponsored in NC. The most common carriers in the book are BCBS of North Carolina. The largest clients include Composite Factory, Discovery Place, Inc. and 3 Fish, Inc.

Primary-broker plans
3
Covered premium
$7.3M
Market share
0.002%
Of all reported broker comp

Top 3 client plans by premium

Plans where Nancy Perri is the primary broker on the latest filing

SponsorStatePremiumCovered
Composite FactoryNC$1.9M363
3 Fish, IncNC$879K148
Discovery Place, Inc.NC$690K129

Top client states

  • NC3 plans

Frequently asked questions

Who uses Nancy Perri?
6 employer sponsors list Nancy Perri as a broker on Schedule A of Form 5500. The largest clients include Composite Factory, Discovery Place, Inc. and 3 Fish, Inc. Most client plans are sponsored in NC.
How many employer plans does Nancy Perri serve?
Nancy Perri appears on 6 Schedule A filings for 6 employer health and benefits plan sponsors.
How much does Nancy Perri earn?
Insurers reported $194K in total compensation paid to Nancy Perri: $194K in commissions and $0 in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

See 7 Nancy Perri analytics panels with Pro.
Pro unlocks:
  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-3 of 3 sponsors where Nancy Perri is the primary broker (latest filing per plan).

See 3 client plans with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • Every client plan on this book
  • Sponsor and plan names
  • Premium and broker pay per plan
  • Carrier on each plan