Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Theresa Netto Phillips

Fresno, CA

Theresa Netto Phillips of Fresno, CA is the broker of record on 14 Form 5500 Schedule A filings covering 14 employer benefit plans across 5 states, with $62,110 in reported broker commissions (plan year 2024).

Employer clients
14
distinct plan sponsors
Schedule A filings
14
States served
5
Reported commissions
$62,110
plan year 2024
Reported fees
$366

Employer clients

Plan sponsors naming Theresa Netto Phillips 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
Houchens Food Group, Inc.KY2,3422024-12-31
Chukchansi Economic Development AuthorityCA1,0782024-12-31
Paragon Industries IncCA1,0702024-12-31
11 more employer clients are on this firm's record, with each plan's renewal date. 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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in California

All brokers in California

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.