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Benefits Intelligence/Broker Directory/Florida

Ana Maria Lopez

Miami, FL

Ana Maria Lopez of Miami, FL is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $94 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$94
plan year 2025

Quick answer

Ana Maria Lopez (Miami, FL) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ana Maria Lopez have?
Ana Maria Lopez is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Ana Maria Lopez's largest employer clients?
By plan participants, the largest include City National Bank Of Florida (1,122 participants), Perry Ellis International, Inc. (1,027 participants) and Costex Corporation (232 participants).
How much does Ana Maria Lopez earn in commissions?
Insurers reported $94 in broker commissions paid to Ana Maria Lopez for plan year 2025, per Schedule A Part 1.
Where is Ana Maria Lopez located?
Ana Maria Lopez is based in Miami, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ana Maria Lopez 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
City National Bank Of FloridaFL1,1222025-12-31
Perry Ellis International, Inc.FL1,0272025-12-31
Costex CorporationFL2322025-08-31

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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.