Lori Olson
Plymouth, MN
Lori Olson of Plymouth, MN is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $657 in reported broker commissions (plan year 2025).
Quick answer
Lori Olson (Plymouth, MN) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lori Olson have?
- Lori Olson is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Lori Olson's largest employer clients?
- By plan participants, the largest include Alluma, Inc. (150 participants), Surly Brewing Co. (148 participants) and City And County Credit Union (103 participants).
- How much does Lori Olson earn in commissions?
- Insurers reported $657 in broker commissions paid to Lori Olson for plan year 2025, per Schedule A Part 1.
- Where is Lori Olson located?
- Lori Olson is based in Plymouth, MN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lori Olson 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 |
|---|---|---|---|
| Alluma, Inc. | MN | 150 | 2025-12-31 |
| Surly Brewing Co. | MN | 148 | 2025-12-31 |
| City And County Credit Union | MN | 103 | 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.