David B Perlee
Englewood, FL
David B Perlee of Englewood, FL is the broker of record on 16 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $107 in reported broker commissions (plan year 2025).
Quick answer
David B Perlee (Englewood, FL) is the broker of record for 9 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does David B Perlee have?
- David B Perlee is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
- Who are David B Perlee's largest employer clients?
- By plan participants, the largest include The University Of Vermont Health Network, Inc. (13,985 participants), Oneida Healthcare (888 participants) and Medbest Medical Management, Inc. (744 participants).
- How much does David B Perlee earn in commissions?
- Insurers reported $107 in broker commissions paid to David B Perlee for plan year 2025, per Schedule A Part 1.
- Where is David B Perlee located?
- David B Perlee is based in Englewood, FL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming David B Perlee on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| The University Of Vermont Health Network, Inc. | VT | 13,985 | 2025-12-31 |
| Oneida Healthcare | NY | 888 | 2025-12-31 |
| Medbest Medical Management, Inc. | NY | 744 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.