Fundz
Fundz
Benefits Intelligence/Broker Directory/Maryland

Lori Ann Dean

Bowie, MD

Lori Ann Dean of Bowie, MD is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $2,725 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
2
Reported commissions
$2,725
plan year 2024

Quick answer

Lori Ann Dean (Bowie, MD) 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 Lori Ann Dean have?
Lori Ann Dean is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Lori Ann Dean's largest employer clients?
By plan participants, the largest include Airlines Reporting Corporation (354 participants) and Altus Technical Solutions LLC (119 participants).
How much does Lori Ann Dean earn in commissions?
Insurers reported $2,725 in broker commissions paid to Lori Ann Dean for plan year 2024, per Schedule A Part 1.
Where is Lori Ann Dean located?
Lori Ann Dean is based in Bowie, MD and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lori Ann Dean 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
Airlines Reporting CorporationVA3542024-12-31
Altus Technical Solutions LLCMD1192025-01-31

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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.