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Benefits Intelligence/Broker Directory/Texas

Baird, Joshua

Houston, TX

Baird, Joshua of Houston, TX is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $329 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$329
plan year 2025

Quick answer

Baird, Joshua (Houston, TX) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Baird, Joshua have?
Baird, Joshua is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Baird, Joshua's largest employer clients?
By plan participants, the largest include Dameron Hospital Association (649 participants) and Ucf Athletics Association, Inc. (516 participants).
How much does Baird, Joshua earn in commissions?
Insurers reported $329 in broker commissions paid to Baird, Joshua for plan year 2025, per Schedule A Part 1.
Where is Baird, Joshua located?
Baird, Joshua is based in Houston, TX and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Baird, Joshua 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
Dameron Hospital AssociationCA6492025-03-31
Ucf Athletics Association, Inc.FL5162025-12-31

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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.