How many employer clients does Margaret C Terry have?

Margaret C Terry is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 2 states.

Who are Margaret C Terry's largest employer clients?

By plan participants, the largest include Franklin Management, Inc. (776 participants), Winterwood, Inc. (434 participants) and Commonwealth Credit Union, Inc. (375 participants).

How much does Margaret C Terry earn in commissions?

Insurers reported $13,838 in broker commissions and $713 in fees paid to Margaret C Terry for plan year 2025, per Schedule A Part 1.

Where is Margaret C Terry located?

Margaret C Terry is based in Lexington, KY and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Kentucky

Margaret C Terry

Lexington, KY

Margaret C Terry of Lexington, KY is the broker of record on 15 Form 5500 Schedule A filings covering 11 employer benefit plans across 2 states, with $13,838 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$13,838

plan year 2025

Reported fees

$713

Quick answer

Margaret C Terry (Lexington, KY) is the broker of record for 11 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Margaret C Terry have?: Margaret C Terry is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 2 states.
Who are Margaret C Terry's largest employer clients?: By plan participants, the largest include Franklin Management, Inc. (776 participants), Winterwood, Inc. (434 participants) and Commonwealth Credit Union, Inc. (375 participants).
How much does Margaret C Terry earn in commissions?: Insurers reported $13,838 in broker commissions and $713 in fees paid to Margaret C Terry for plan year 2025, per Schedule A Part 1.
Where is Margaret C Terry located?: Margaret C Terry is based in Lexington, KY and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Margaret C Terry 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
Franklin Management, Inc.	KY	776	2025-12-31
Winterwood, Inc.	KY	434	2024-12-31
Commonwealth Credit Union, Inc.	KY	375	2025-12-31

8 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.