Paul Samuel Owens
Rochester, NY
Paul Samuel Owens of Rochester, NY is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $246 in reported broker commissions (plan year 2025).
Quick answer
Paul Samuel Owens (Rochester, NY) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Paul Samuel Owens have?
- Paul Samuel Owens is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Paul Samuel Owens's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Nazareth University (436 participants) and Olean Medical Practice, Pllc (130 participants).
- How much does Paul Samuel Owens earn in commissions?
- Insurers reported $246 in broker commissions paid to Paul Samuel Owens for plan year 2025, per Schedule A Part 1.
- Where is Paul Samuel Owens located?
- Paul Samuel Owens is based in Rochester, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Paul Samuel Owens 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 |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Nazareth University | NY | 436 | 2025-12-31 |
| Olean Medical Practice, Pllc | NY | 130 | 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.