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Fundz
Benefits Intelligence/Broker Directory/New Mexico

Angela Romero Insurance Agency

Albuquerque, NM

Angela Romero Insurance Agency of Albuquerque, NM is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $42,613 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
2
Reported commissions
$42,613
plan year 2024

Quick answer

Angela Romero Insurance Agency (Albuquerque, NM) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Angela Romero Insurance Agency have?
Angela Romero Insurance Agency is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Angela Romero Insurance Agency's largest employer clients?
By plan participants, the largest include Ia American Financial Holdings, Inc. (688 participants) and Home Medical Equipment Specialists, LLC (318 participants).
How much does Angela Romero Insurance Agency earn in commissions?
Insurers reported $42,613 in broker commissions paid to Angela Romero Insurance Agency for plan year 2024, per Schedule A Part 1.
Where is Angela Romero Insurance Agency located?
Angela Romero Insurance Agency is based in Albuquerque, NM and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Angela Romero Insurance Agency 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
Ia American Financial Holdings, Inc.TX6882024-12-31
Home Medical Equipment Specialists, LLCNM3182024-12-31

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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.