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Sponsor portfolioWelfare / HealthEIN 45-1601307
CHARLES PERRY PARTNERS, INC.
8200 NW 15TH PL · GAINESVILLE, FL 32606
3523339292
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
356
No prior year
Total participants
143
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.0M | 49.1% | |
| Dental | $345K | 8.5% | |
| Vision | $345K | 8.5% | |
| Life | $345K | 8.5% | |
| Short-term disability | $345K | 8.5% | |
| Long-term disability | $345K | 8.5% | |
| Other | $345K | 8.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 882837119 | H | $2.0M | 85.2% | 1 | 1 | 160 |
EIN 420127290 | DVLSTDLTDOth | $345K | 14.8% | 1 | 1 | 356 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TWO TWELVE BENEFITS | — | CURATIVE INSURANCE COMPANY | $100K | $0 | $100K | 67.5% | 1 |
| PATRIOT GROWTH INSURANCE SERVICES | JACKSONVILLE, FL | PRINCIPAL LIFE INSURANCE COMPANY | $44K | $4K | $48K | 32.5% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan