Fundz
Fundz
Benefits Intelligence/Broker Directory/New Mexico

Kevin Lorenzen

Placitas, NM

Kevin Lorenzen of Placitas, NM is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $8,189 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$8,189
plan year 2025
Reported fees
$475

Quick answer

Kevin Lorenzen (Placitas, NM) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Kevin Lorenzen have?
Kevin Lorenzen is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Kevin Lorenzen's largest employer clients?
By plan participants, the largest include Focus On The Family (37 participants).
How much does Kevin Lorenzen earn in commissions?
Insurers reported $8,189 in broker commissions and $475 in fees paid to Kevin Lorenzen for plan year 2025, per Schedule A Part 1.
Where is Kevin Lorenzen located?
Kevin Lorenzen is based in Placitas, NM.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Kevin Lorenzen 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
Focus On The FamilyCO372025-12-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in New Mexico

All brokers in New Mexico →

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.