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Benefits Intelligence/Broker Directory/Puerto Rico

Steven Pauli Insurance

San Juan, PR

Steven Pauli Insurance of San Juan, PR is the broker of record on 19 Form 5500 Schedule A filings covering 5 employer benefit plans, with $455,222 in reported broker commissions (plan year 2023).

Employer clients
5
distinct plan sponsors
Schedule A filings
19
States served
1
Reported commissions
$455,222
plan year 2023
Reported fees
$62,926

Employer clients

Plan sponsors naming Steven Pauli Insurance 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
Clinical Medical ServicesPR4782024-03-31
Telemundo De Pr LLCPR1992024-02-29
Ipr PharmaceuticalsPR1672022-01-31
2 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.