Julie S Perry
Bloomingdale, GA
Julie S Perry of Bloomingdale, GA is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans, with $978 in reported broker commissions (plan year 2025).
Quick answer
Julie S Perry (Bloomingdale, GA) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Julie S Perry have?
- Julie S Perry is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Julie S Perry's largest employer clients?
- By plan participants, the largest include Williams Bros Trucking Inc (1,298 participants), Southcoast Medical Group, LLC (483 participants) and Chatham Service Bureau, Inc. (378 participants).
- How much does Julie S Perry earn in commissions?
- Insurers reported $978 in broker commissions paid to Julie S Perry for plan year 2025, per Schedule A Part 1.
- Where is Julie S Perry located?
- Julie S Perry is based in Bloomingdale, GA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Julie S Perry 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 |
|---|---|---|---|
| Williams Bros Trucking Inc | GA | 1,298 | 2025-09-30 |
| Southcoast Medical Group, LLC | GA | 483 | 2025-12-31 |
| Chatham Service Bureau, Inc. | GA | 378 | 2024-12-31 |
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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.