Lucy Diane Baker
Palm Desert, CA
Lucy Diane Baker of Palm Desert, CA is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $456 in reported broker commissions (plan year 2025).
Quick answer
Lucy Diane Baker (Palm Desert, CA) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lucy Diane Baker have?
- Lucy Diane Baker is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
- Who are Lucy Diane Baker's largest employer clients?
- By plan participants, the largest include James River Equipment (1,496 participants), Speedway Motorsports, LLC (698 participants) and Coastal Carolina Health Care, P.A. (304 participants).
- How much does Lucy Diane Baker earn in commissions?
- Insurers reported $456 in broker commissions paid to Lucy Diane Baker for plan year 2025, per Schedule A Part 1.
- Where is Lucy Diane Baker located?
- Lucy Diane Baker is based in Palm Desert, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lucy Diane Baker on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| James River Equipment | VA | 1,496 | 2025-02-28 |
| Speedway Motorsports, LLC | NC | 698 | 2024-12-31 |
| Coastal Carolina Health Care, P.A. | NC | 304 | 2025-12-31 |
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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.