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Benefits Intelligence/Broker Directory/Florida

Zoraida Velez

Wesley Chapel, FL

Zoraida Velez of Wesley Chapel, FL is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $3,018 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
2
Reported commissions
$3,018
plan year 2025
Reported fees
$500

Quick answer

Zoraida Velez (Wesley Chapel, FL) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Zoraida Velez have?
Zoraida Velez is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Zoraida Velez's largest employer clients?
By plan participants, the largest include Frazier & Deeter, LLC (487 participants), Thermal Concepts Inc. (274 participants) and Financial Information Technologies, LLC (261 participants).
How much does Zoraida Velez earn in commissions?
Insurers reported $3,018 in broker commissions and $500 in fees paid to Zoraida Velez for plan year 2025, per Schedule A Part 1.
Where is Zoraida Velez located?
Zoraida Velez is based in Wesley Chapel, FL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Zoraida Velez 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
Frazier & Deeter, LLCGA4872025-12-31
Thermal Concepts Inc.FL2742025-07-31
Financial Information Technologies, LLCFL2612025-04-30
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.