Bowie Ballard
Richardson, TX
Bowie Ballard of Richardson, TX is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans, with $2,245 in reported broker commissions (plan year 2025).
Quick answer
Bowie Ballard (Richardson, TX) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Bowie Ballard have?
- Bowie Ballard is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Bowie Ballard's largest employer clients?
- By plan participants, the largest include Legacy Senior Communities (383 participants), San Antonio Zoo (262 participants) and Fort Worth Community Credit Union (167 participants).
- How much does Bowie Ballard earn in commissions?
- Insurers reported $2,245 in broker commissions paid to Bowie Ballard for plan year 2025, per Schedule A Part 1.
- Where is Bowie Ballard located?
- Bowie Ballard is based in Richardson, TX.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Bowie Ballard 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 |
|---|---|---|---|
| Legacy Senior Communities | TX | 383 | 2025-09-30 |
| San Antonio Zoo | TX | 262 | 2025-12-31 |
| Fort Worth Community Credit Union | TX | 167 | 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.