BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Lori Ann Martinez

Oxford, MA

Lori Ann Martinez collected $51,428 in commissions and fees from 12 employer health plans in plan year 2024 filings, ranking #5273 among 12,126 brokers named in the public record. Most of its named clients are in Massachusetts.

Commissions + fees
$51,428
$27,056 commissions · $24,372 fees
Employer plans
12
18 contracts
Rank
#5273
top 43% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Potpourri Group, Inc. · Massachusetts$11,430345
Infotrack US, Inc · New York$11,105249
Mary Ann Morse Healthcare Corp. · Massachusetts$10,146174
Stafford Management Company, LLC · Massachusetts$9,969630
Woburn Foreign Motors, Inc. · Massachusetts$3,596437
Nfi Corp, LLC · Massachusetts$2,727101
Landmark Management Solutions, LLC · Massachusetts$631382
Fidelity House CRC, Inc · Massachusetts$606306
South Shore Mental Health, Inc. · Massachusetts$564341
Elder Services of Worcester Area, Inc. · Massachusetts$420100
Ecological Fibers, Inc. · Massachusetts$223146
Federal Management Co., Inc. · Massachusetts$11150

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

1 plans

How much does Lori Ann Martinez earn from employer health plans?

In plan year 2024 filings, employers reported paying Lori Ann Martinez $51,428: $27,056 in commissions and $24,372 in fees, across 18 insurance contracts at 12 employers. That ranks #5273 of 12,126 brokers in the public record.

What commission rate is paid on plans Lori Ann Martinez brokers?

Not enough fully insured medical plans name Lori Ann Martinez as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Lori Ann Martinez?

The largest reported payers in 2024 were Potpourri Group, Inc., Infotrack US, Inc, Mary Ann Morse Healthcare Corp.. Massachusetts is its biggest state by employer count (11 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

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A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.