Plan Ledger DOL Form 5500 · updated monthly

KELLY & ASSOCIATES INSURANCE GROUPbroker

Benefits brokerage · plan year 2024 · page 2

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
Biotek Remedys DE$16,285
Tax Analysts VA$16,222
Culta, LLC MD$16,061
Gridpoint, Inc. VA$15,463
Manticorp LLC MD$15,335
Mpf Federal LLC MD$14,108
Quadratec, Inc. PA$12,858
Bello Machre MD$9,713
Restco, LLC MD$8,862
Tmf USA Inc. FL$6,852
One Physics MD$6,604
Martin's Inc. MD$4,522
X-Energy, LLC MD$2,413
Treliant DC$569

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