Pio Andres Ortiz
Enfield, CT
Pio Andres Ortiz of Enfield, CT is the broker of record on 30 Form 5500 Schedule A filings covering 21 employer benefit plans across 4 states, with $31,777 in reported broker commissions (plan year 2025).
Quick answer
Pio Andres Ortiz (Enfield, CT) is the broker of record for 21 employer benefit plan sponsors on 30 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Pio Andres Ortiz have?
- Pio Andres Ortiz is named as broker on Form 5500 Schedule A filings for 21 distinct plan sponsors in 4 states.
- Who are Pio Andres Ortiz's largest employer clients?
- By plan participants, the largest include Ufp Technologies, Inc. (1,417 participants), Valley Health Systems, Inc. (1,242 participants) and New Hope Community, Inc. (601 participants).
- How much does Pio Andres Ortiz earn in commissions?
- Insurers reported $31,777 in broker commissions and $7,738 in fees paid to Pio Andres Ortiz for plan year 2025, per Schedule A Part 1.
- Where is Pio Andres Ortiz located?
- Pio Andres Ortiz is based in Enfield, CT and has employer clients in 4 states.
- How does Pio Andres Ortiz rank among benefits brokers in Connecticut?
- Pio Andres Ortiz ranks #14 by employer clients among the 50 most active benefits brokers based in Connecticut.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Pio Andres Ortiz 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 |
|---|---|---|---|
| Ufp Technologies, Inc. | MA | 1,417 | 2025-07-31 |
| Valley Health Systems, Inc. | MA | 1,242 | 2025-12-31 |
| New Hope Community, Inc. | NY | 601 | 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.