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Benefits Intelligence/Broker Directory/California

Paul Erwin Gottlieb

Fresno, CA

Paul Erwin Gottlieb of Fresno, CA is the broker of record on 25 Form 5500 Schedule A filings covering 4 employer benefit plans, with $2,590,280 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
25
States served
1
Reported commissions
$2,590,280
plan year 2025
Reported fees
$950,884

Employer clients

Plan sponsors naming Paul Erwin Gottlieb 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
Omni Family Health, Inc.CA7852025-12-31
Sierra Pathology Laboratory, Inc.CA1812014-05-31
United Security BankCA1372014-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.