Mike Terry
Lexington, KY
Mike Terry of Lexington, KY is the broker of record on 22 Form 5500 Schedule A filings covering 13 employer benefit plans across 2 states, with $5,449 in reported broker commissions (plan year 2025).
Quick answer
Mike Terry (Lexington, KY) is the broker of record for 13 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Mike Terry have?
- Mike Terry is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 2 states.
- Who are Mike Terry's largest employer clients?
- By plan participants, the largest include Cumberland Family Medical Center (1,211 participants), Franklin Management, Inc. (776 participants) and Rockcastle County Hospital, Inc (584 participants).
- How much does Mike Terry earn in commissions?
- Insurers reported $5,449 in broker commissions and $412 in fees paid to Mike Terry for plan year 2025, per Schedule A Part 1.
- Where is Mike Terry located?
- Mike Terry is based in Lexington, KY and has employer clients in 2 states.
- How does Mike Terry rank among benefits brokers in Kentucky?
- Mike Terry ranks #46 by employer clients among the 50 most active benefits brokers based in Kentucky.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Mike 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 |
|---|---|---|---|
| Cumberland Family Medical Center | KY | 1,211 | 2025-12-31 |
| Franklin Management, Inc. | KY | 776 | 2025-12-31 |
| Rockcastle County Hospital, Inc | KY | 584 | 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.