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Benefits Intelligence/Broker Directory/Texas

Joe Fernandez

Plano, TX

Joe Fernandez of Plano, TX is the broker of record on 43 Form 5500 Schedule A filings covering 38 employer benefit plans across 21 states, with $1,178,456 in reported broker commissions (plan year 2025).

Employer clients
38
distinct plan sponsors
Schedule A filings
43
States served
21
Reported commissions
$1,178,456
plan year 2025
Reported fees
$169,789

Employer clients

Plan sponsors naming Joe Fernandez 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
Creative Solutions In Healthcare, Inc.TX11,5502025-12-31
Creative Solutions In HealthcareTX10,5352024-12-31
Madison Iaq LLCIL3,7772024-12-31
35 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.