Paul Edward Koontz
Morgantown, WV
Paul Edward Koontz of Morgantown, WV is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $1,685 in reported broker commissions (plan year 2025).
Quick answer
Paul Edward Koontz (Morgantown, WV) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Paul Edward Koontz have?
- Paul Edward Koontz is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Paul Edward Koontz's largest employer clients?
- By plan participants, the largest include Mulberry Street Management Services, Inc. (230 participants), Highland-Clarksburg Hospital, Inc. (216 participants) and Robertson Heating Supply Of Ohio (171 participants).
- How much does Paul Edward Koontz earn in commissions?
- Insurers reported $1,685 in broker commissions and $773 in fees paid to Paul Edward Koontz for plan year 2025, per Schedule A Part 1.
- Where is Paul Edward Koontz located?
- Paul Edward Koontz is based in Morgantown, WV and has employer clients in 2 states.
- How does Paul Edward Koontz rank among benefits brokers in West Virginia?
- Paul Edward Koontz ranks #21 by employer clients among the 50 most active benefits brokers based in West Virginia.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Paul Edward Koontz 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 |
|---|---|---|---|
| Mulberry Street Management Services, Inc. | WV | 230 | 2025-08-31 |
| Highland-Clarksburg Hospital, Inc. | WV | 216 | 2026-06-30 |
| Robertson Heating Supply Of Ohio | OH | 171 | 2024-12-31 |
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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.