Plan Ledger DOL Form 5500 · updated monthly

Kelly & Associates Insurance Groupbenefits

Kelly & Associates Insurance Group Welfare Plan · SPARKS, MD · plan year 2025

Broker compensation reported · 2025
$23,677

Kelly & Associates Insurance Group's benefits plans covered 491 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $23,677 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $48 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 202511
FIDELITY SECURITY LIFE INSURANCE · visionpremiums n/a · 432 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 366 covered
UNITED HEALTHCARE INSURANCE COMPANYpremiums n/a · 361 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 141 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 491 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 451 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 208 covered
TRANSAMERICA LIFE INSURANCE COMPANYpremiums n/a · 40 covered
Brokers & agents paid · 20253
MID ATLANTIC BENEFITS GROUP LLC$8,988
KELLY & ASSOCIATES INSRUANCE GROUP$8,988
KELLY & ASSOCIATES INSURANCE GROUP$5,701 · incl $5,701 fees
Also brokered by Mid Atlantic Benefits Group LLC5
Empower Ai VA$12,526

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 521066374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.