Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Jaime M. Baum

Sound Beach, NY

Jaime M. Baum of Sound Beach, NY is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans, with $77,687 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$77,687
plan year 2025
Reported fees
$5,341

Quick answer

Jaime M. Baum (Sound Beach, NY) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jaime M. Baum have?
Jaime M. Baum is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
Who are Jaime M. Baum's largest employer clients?
By plan participants, the largest include Welllife Network Inc. (696 participants), Community Housing Innovations (536 participants) and The Community Preservation Corporation (209 participants).
How much does Jaime M. Baum earn in commissions?
Insurers reported $77,687 in broker commissions and $5,341 in fees paid to Jaime M. Baum for plan year 2025, per Schedule A Part 1.
Where is Jaime M. Baum located?
Jaime M. Baum is based in Sound Beach, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jaime M. Baum 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
Welllife Network Inc.NY6962025-04-30
Community Housing InnovationsNY5362025-12-31
The Community Preservation CorporationNY2092024-12-31
2 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.