Plan Ledger DOL Form 5500 · updated monthly

Calvin B. Taylor Banking Companybenefits

Calvin B. Taylor Banking Company Welfare Benefit Plan · BERLIN, MD · plan year 2025

Broker compensation reported · 2025
$20,816

Calvin B. Taylor Banking Company's benefits plans covered 115 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $20,816 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $181 per covered person, below the median for employer plans that report broker pay. Broker pay rose 3.2% from $20,165 in 2024.

Insurance contracts · 20255
UNITED CONCORDIA INSURANCE COMPANY · dentalpremiums n/a · 89 covered
VISION SERVICE PLAN · visionpremiums n/a · 90 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 115 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 115 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 115 covered
Brokers & agents paid · 20254
KELLY & ASSOCIATES INSURANCE GROUP,$12,265 · incl $6,181 fees
KEEN INSURANCE ASSOCIATES LLC$7,059
CENTERSTONE INSURANCE AND FNCIAL SE$689
Individual agent · names withheld$803

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Kelly & Associates Insurance Group,4

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 520505410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.