Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

Lisa Perry

Orlando, FL

Lisa Perry of Orlando, FL is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $4,318 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$4,318
plan year 2025
Reported fees
$879

Quick answer

Lisa Perry (Orlando, FL) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lisa Perry have?
Lisa Perry is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Lisa Perry's largest employer clients?
By plan participants, the largest include Dvcc, LLC (1,148 participants) and Jsp International Group (470 participants).
How much does Lisa Perry earn in commissions?
Insurers reported $4,318 in broker commissions and $879 in fees paid to Lisa Perry for plan year 2025, per Schedule A Part 1.
Where is Lisa Perry located?
Lisa Perry is based in Orlando, FL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lisa Perry on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Dvcc, LLCMD1,1482025-12-31
Jsp International GroupPA4702016-12-31

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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.