| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KELLY & ASSOCIATES INSURANCE GROUP3 Filed as: KELLY & ASSOC INSURANCE GROUP INC. | 301 INTERNATIONAL CIRCLE HUNT VALLEY, MD 21030 | AETNA HEALTH, INC. | $14K | — | $14K | 0.94% |
| KELLY & ASSOCIATES INSURANCE GROUP3 Filed as: KELLY & ASSOC INSURANCE GROUP INC. | 1 KELLY WAY SPARKS, MD 21152 | AETNA HEALTH, INC. | $8K | — | $8K | 0.52% |
| KELLY & ASSOCIATES INSURANCE GROUP3 Filed as: KELLY & ASSOC INSURANCE GROUP INC. | 1 FILA WAY SPARKS, MD 21152 | AETNA HEALTH, INC. | $2K | — | $2K | 0.13% |
| KELLY & ASSOCIATES INSURANCE GROUP3 Filed as: KELLY & ASSOC INSURANCE GROUP INC. | 301 INTERNATIONAL CIRCLE HUNT VALLEY, MD 21030 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.93% |
| KELLY & ASSOCIATES INSURANCE GROUP3 Filed as: KELLY & ASSOC INSURANCE GROUP INC. | 1 KELLY WAY SPARKS, MD 21152 | AETNA LIFE INSURANCE COMPANY | $839 | — | $839 | 0.53% |
| KELLY & ASSOCIATES INSURANCE GROUP3 Filed as: KELLY & ASSOC INSURANCE GROUP INC. | 1 FILA WAY SPARKS, MD 21152 | AETNA LIFE INSURANCE COMPANY | $203 | — | $203 | 0.13% |
| KELLY & ASSOCIATES INSURANCE GROUP3 Filed as: KELLY & ASSOC INSURANCE GROUP INC. | 301 INTERNATIONAL CIRCLE HUNT VALLEY, MD 21030 | DENTAQUEST MID-ATLANTIC, INC. | $8K | — | $8K | 12.00% |
| CORPORATE COVERAGE LLC3 | 16 GREENMEADOW DRIVE SUITE 203 TIMONIUM, MD 21093 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 11.44% |
| CORPORATE COVERAGE LLC3 | 16 GREENMEADOW DRIVE SUITE 203 TIMONIUM, MD 210933231 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 19.04% |
| KELLY & ASSOCIATES INSURANCE GROUP3 Filed as: KELLY & ASSOC INSURANCE GROUP INC. | 1 KELLY WAY SPARKS, MD 211529484 | UNITEDHEALTHCARE INSURANCE COMPANY | $782 | $169 | $951 | 6.02% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 334 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 334 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 107 | $175K |
| Dental | DENTAQUEST MID-ATLANTIC, INC. | 308 | $71K |
| Long-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 249 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 334 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.