Plan Ledger DOL Form 5500 · updated monthly

Calvert Schoolbenefits

Calvert School Health & Welfare Benefits Plan · BALTIMORE, MD · plan year 2025

Broker compensation reported · 2025
$89,362

Calvert School's benefits plans covered 157 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $89,362 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $569 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 8.4% from $97,569 in 2024.

Insurance contracts · 20257
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dentalpremiums n/a · 142 covered
CIGNA HEALTH & LIFE INSURANCE COMPANYpremiums n/a · 72 covered
CIGNA HEALTH & LIFE INSURANCE COMPANYpremiums n/a · 46 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 48 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 157 covered
LEGAL RESOURCESpremiums n/a · 42 covered
NATIONAL GUARDIAN LIFE INSURANCE COMPANY · visionpremiums n/a · 128 covered
Brokers & agents paid · 20251
KELLY & ASSOCIATES INSURANCE GROUP$89,362 · incl $69,131 fees
Also brokered by Kelly & Associates Insurance Group5
Populus Group MI$590,046

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 520591510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.