Fundz
Fundz
Benefits Intelligence/Broker Directory/Rhode Island

Robert Calise

Warwick, RI

Robert Calise of Warwick, RI is the broker of record on 18 Form 5500 Schedule A filings covering 12 employer benefit plans across 4 states, with $7,429 in reported broker commissions (plan year 2014).

Employer clients
12
distinct plan sponsors
Schedule A filings
18
States served
4
Reported commissions
$7,429
plan year 2014
Reported fees
$3,560

Employer clients

Plan sponsors naming Robert Calise 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
Riverside Health Care Center, Inc.NY5,3372015-09-30
Urology, Inc.MA172011-07-31
Miranda Brothers, Inc.MA172010-12-31
9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Rhode Island

All brokers in Rhode Island

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.