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Benefits Intelligence/Broker Directory/Washington

Lo Loren

Bellevue, WA

Lo Loren of Bellevue, WA is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $1,155 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$1,155
plan year 2025

Quick answer

Lo Loren (Bellevue, WA) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lo Loren have?
Lo Loren is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Lo Loren's largest employer clients?
By plan participants, the largest include Traction Capital Partners LLC (237 participants) and Mcvay Brothers Contractors Inc. (210 participants).
How much does Lo Loren earn in commissions?
Insurers reported $1,155 in broker commissions paid to Lo Loren for plan year 2025, per Schedule A Part 1.
Where is Lo Loren located?
Lo Loren is based in Bellevue, WA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lo Loren 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
Traction Capital Partners LLCWA2372025-12-31
Mcvay Brothers Contractors Inc.WA2102025-12-31

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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.