Fundz
Fundz
Benefits Intelligence/Broker Directory/Tennessee

J Austin Baker

Memphis, TN

J Austin Baker of Memphis, TN is the broker of record on 8 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $277 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
8
States served
2
Reported commissions
$277
plan year 2025

Quick answer

J Austin Baker (Memphis, TN) is the broker of record for 4 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does J Austin Baker have?
J Austin Baker is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are J Austin Baker's largest employer clients?
By plan participants, the largest include Planters Bank, Inc. (141 participants), Behavioral Services Of Tennessee Inc (137 participants) and First South Financial Federal Credit Union (129 participants).
How much does J Austin Baker earn in commissions?
Insurers reported $277 in broker commissions paid to J Austin Baker for plan year 2025, per Schedule A Part 1.
Where is J Austin Baker located?
J Austin Baker is based in Memphis, TN and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming J Austin Baker 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
Planters Bank, Inc.KY1412025-12-31
Behavioral Services Of Tennessee IncTN1372025-12-31
First South Financial Federal Credit UnionTN1292025-12-31
1 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.