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Benefits Intelligence/Broker Directory/Rhode Island

Theresa Catherine Macmillan

West Warwick, RI

Theresa Catherine Macmillan of West Warwick, RI is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $2,298 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$2,298
plan year 2025
Reported fees
$46

Quick answer

Theresa Catherine Macmillan (West Warwick, RI) is the broker of record for 6 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Theresa Catherine Macmillan have?
Theresa Catherine Macmillan is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Theresa Catherine Macmillan's largest employer clients?
By plan participants, the largest include People, Incorporated (495 participants), Kahn, Litwin, Renza, & Company (253 participants) and Primo Medical Group, Inc. (171 participants).
How much does Theresa Catherine Macmillan earn in commissions?
Insurers reported $2,298 in broker commissions and $46 in fees paid to Theresa Catherine Macmillan for plan year 2025, per Schedule A Part 1.
Where is Theresa Catherine Macmillan located?
Theresa Catherine Macmillan is based in West Warwick, RI and has employer clients in 2 states.
How does Theresa Catherine Macmillan rank among benefits brokers in Rhode Island?
Theresa Catherine Macmillan ranks #43 by employer clients among the 50 most active benefits brokers based in Rhode Island.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Theresa Catherine Macmillan 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
People, IncorporatedMA4952025-06-30
Kahn, Litwin, Renza, & CompanyRI2532025-12-31
Primo Medical Group, Inc.MA1712025-12-31
3 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.