How many employer clients does Carlos Lozano have?

Carlos Lozano is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.

Who are Carlos Lozano's largest employer clients?

By plan participants, the largest include Defender Services, Inc. (226 participants).

How much does Carlos Lozano earn in commissions?

Insurers reported $676 in broker commissions and $79 in fees paid to Carlos Lozano for plan year 2025, per Schedule A Part 1.

Where is Carlos Lozano located?

Carlos Lozano is based in Mount Pleasant, SC.

Benefits Intelligence/Broker Directory/South Carolina

Carlos Lozano

Mount Pleasant, SC

Carlos Lozano of Mount Pleasant, SC is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $676 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$676

plan year 2025

Reported fees

$79

Quick answer

Carlos Lozano (Mount Pleasant, SC) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Carlos Lozano have?: Carlos Lozano is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Carlos Lozano's largest employer clients?: By plan participants, the largest include Defender Services, Inc. (226 participants).
How much does Carlos Lozano earn in commissions?: Insurers reported $676 in broker commissions and $79 in fees paid to Carlos Lozano for plan year 2025, per Schedule A Part 1.
Where is Carlos Lozano located?: Carlos Lozano is based in Mount Pleasant, SC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Carlos Lozano 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
Defender Services, Inc.	SC	226	2025-12-31

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Other benefits brokers in South Carolina

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Benefitstore Inc: 125 employer clients, $6,731,112 reported commissions (Charleston)
United Producers Group LLC: 155 employer clients, $1,130,644 reported commissions (Mount Pleasant)
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Various Agents-See Attached: 92 employer clients, $2,430,546 reported commissions (Columbia)
Advanced Benefit System Inc: 75 employer clients, $56,408 reported commissions (Daniel Island)
Shealy Benefits Services, Inc.: 63 employer clients, $190,504 reported commissions (Lexington)

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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.