Plan Ledger DOL Form 5500 · updated monthly

KELLY & ASSOCIATES INSURANCE GROUPbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$16.6M

KELLY & ASSOCIATES INSURANCE GROUP was paid $16,555,735 in commissions and fees across 190 employer benefit plans in 2024, as reported on Schedule A ($5,140,459 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 46 client planslost 59

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024190
Allegis Group, Inc. MD$6,459,060
Populus Group MI$452,875
Wawa, Inc. PA$239,550
Thompsongas, LLC MD$188,141
Eccalon LLC MD$171,782
Dataprise, LLC MD$143,940
Calvert School MD$97,569
Brick Bodies MD$72,825
Datalab USA LLC MD$56,987
Qed Systems LLC MD$46,175
Peterbilt, Inc. TN$44,740
Mission Bbq MD$43,659
Smartlink, LLC MD$35,053
Eastbanc, Inc DC$23,306
Vfs Service USA DC$23,280

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the KELLY & ASSOCIATES INSURANCE GROUP brand.