Stephen Kozak
Wexford, PA
Stephen Kozak of Wexford, PA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $391 in reported broker commissions (plan year 2025).
Quick answer
Stephen Kozak (Wexford, PA) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Stephen Kozak have?
- Stephen Kozak is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Stephen Kozak's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants) and Gallagher Home Health Services, LLC (122 participants).
- How much does Stephen Kozak earn in commissions?
- Insurers reported $391 in broker commissions paid to Stephen Kozak for plan year 2025, per Schedule A Part 1.
- Where is Stephen Kozak located?
- Stephen Kozak is based in Wexford, PA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Stephen Kozak 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 |
| Gallagher Home Health Services, LLC | PA | 122 | 2025-12-31 |
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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.