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Benefits Intelligence/Broker Directory/Idaho

Leslie Bailey

Meridian, ID

Leslie Bailey of Meridian, ID is the broker of record on 75 Form 5500 Schedule A filings covering 29 employer benefit plans across 14 states, with $3,417 in reported broker commissions (plan year 2019).

Employer clients
29
distinct plan sponsors
Schedule A filings
75
States served
14
Reported commissions
$3,417
plan year 2019
Reported fees
$108

Employer clients

Plan sponsors naming Leslie Bailey 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
Fidelity National Financial, Inc.FL13,5812011-12-31
Umpqua BankOR4,7682016-12-31
Aflac IncorporatedGA4,5372011-12-31
26 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.