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Benefits Intelligence/Broker Directory/New Mexico

Kevin Lorenzen

Placitas, NM

Kevin Lorenzen of Placitas, NM is the broker of record on 32 Form 5500 Schedule A filings covering 8 employer benefit plans across 7 states, with $97,552 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
32
States served
7
Reported commissions
$97,552
plan year 2025
Reported fees
$2,997

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
Jacobs Engineering Group Inc.TX24,8842017-12-31
Bridge Property Management, Lc. Bridge Investment GroupUT8192015-12-31
Sandia Laboratory Federal Credit UnionNM4922023-12-31
5 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.