Bailey & Associates Financial
Waco, TX
Bailey & Associates Financial of Waco, TX is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $141,160 in reported broker commissions (plan year 2025).
Quick answer
Bailey & Associates Financial (Waco, TX) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Bailey & Associates Financial have?
- Bailey & Associates Financial is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Bailey & Associates Financial's largest employer clients?
- By plan participants, the largest include Cornerstone Caregiving, LLC (343 participants), July Business Services, LLC (211 participants) and Naman, Howell, Smith & Lee Pllc (189 participants).
- How much does Bailey & Associates Financial earn in commissions?
- Insurers reported $141,160 in broker commissions paid to Bailey & Associates Financial for plan year 2025, per Schedule A Part 1.
- Where is Bailey & Associates Financial located?
- Bailey & Associates Financial is based in Waco, TX.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Bailey & Associates Financial 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 |
|---|---|---|---|
| Cornerstone Caregiving, LLC | TX | 343 | 2025-05-31 |
| July Business Services, LLC | TX | 211 | 2025-12-31 |
| Naman, Howell, Smith & Lee Pllc | TX | 189 | 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.