Form 5500 · Employee benefit plan · GAINESVILLE, FL
CHARLES PERRY PARTNERS, INC.
CHARLES PERRY PARTNERS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-1601307 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 319 | October | $46,772 |
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 301 | October | $0 |
Questions
Who is CHARLES PERRY PARTNERS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CHARLES PERRY PARTNERS, INC.'s broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does CHARLES PERRY PARTNERS, INC. use?
CHARLES PERRY PARTNERS, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does CHARLES PERRY PARTNERS, INC.'s group plan renew?
The most recent Schedule A policy period for CHARLES PERRY PARTNERS, INC. ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CHARLES PERRY PARTNERS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.