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Benefits Intelligence/Broker Directory/Texas

Jay Richard Bach

Dallas, TX

Jay Richard Bach of Dallas, TX is the broker of record on 46 Form 5500 Schedule A filings covering 12 employer benefit plans across 4 states, with $62,629 in reported broker commissions (plan year 2024).

Employer clients
12
distinct plan sponsors
Schedule A filings
46
States served
4
Reported commissions
$62,629
plan year 2024
Reported fees
$4,872

Employer clients

Plan sponsors naming Jay Richard Bach 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
Nextep, Inc.OK10,9982021-12-31
Ameris BankGA2,5872021-12-31
Freeman Investment Company, L.P.TX5592015-12-31
9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.