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Benefits Intelligence/Broker Directory/Connecticut

Paul M Walsh

Shelton, CT

Paul M Walsh of Shelton, CT is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $292 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$292
plan year 2025

Quick answer

Paul M Walsh (Shelton, CT) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Paul M Walsh have?
Paul M Walsh is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Paul M Walsh's largest employer clients?
By plan participants, the largest include Tauck, Inc. (437 participants), Barr & Barr Inc. (102 participants) and Waterview Acquisition I, LLC (43 participants).
How much does Paul M Walsh earn in commissions?
Insurers reported $292 in broker commissions paid to Paul M Walsh for plan year 2025, per Schedule A Part 1.
Where is Paul M Walsh located?
Paul M Walsh is based in Shelton, CT and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Paul M Walsh 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
Tauck, Inc.CT4372025-03-31
Barr & Barr Inc.NY1022024-12-31
Waterview Acquisition I, LLCNY432025-12-31

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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.