| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY LLC DBA MCG | PO BOX 896620 CHARLOTTE, NC 28289 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $20K | $852 | $21K | 3.33% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 47 AIRPARK CT. PO BOX 27149 GREENVILLE, SC 296162149 | AMERITAS LIFE INSURANCE CORP. | — | $2K | $2K | 3.57% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 896620 CHARLOTTE, NC 282896620 | AMERITAS LIFE INSURANCE CORP. | $2K | — | $2K | 2.87% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES LLC | 3975 FAIR RIDGE DR SUITE 110 FAIRFAX, VA 220332911 | AMERITAS LIFE INSURANCE CORP. | $1K | — | $1K | 2.13% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | — | $2K | 10.06% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $250 | — | $250 | 1.23% |
| SARAH A ROBERTSON3 | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $148 | — | $148 | 0.73% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $107 | — | $107 | 0.53% |
| GREER INSURANCE3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILE, MD 21108 | AFLAC | $25 | — | $25 | 0.12% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $21 | — | $21 | 0.10% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $16 | — | $16 | 0.08% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $8 | — | $8 | 0.04% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | — | $2K | 9.11% |
| RICHARD JOSEPH ZILLER JR3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $847 | — | $847 | 4.90% |
| KATHRYN ROBISON ZILLER3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $443 | — | $443 | 2.56% |
| SARAH A ROBERTSON3 | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $283 | — | $283 | 1.64% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILE, MD 21108 | AFLAC | $210 | — | $210 | 1.21% |
| ANASTASIA BARANOV3 | 1905 CARTER MILL WAY BROOKEVILLE, MD 20833 | AFLAC | $154 | — | $154 | 0.89% |
| SHEM J BOSTICK3 | 1620 S DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $75 | — | $75 | 0.43% |
| JEREMEY HOELKER3 | 14022 AMYS MEADOW CT LEESBURG, VA 20176 | AFLAC | $48 | — | $48 | 0.28% |
| DALE SHADDOCK3 | 8927 MAYFLOWER ROAD ROSEDALE, MD 21237 | AFLAC | $47 | — | $47 | 0.27% |
| KELLY J DECKER3 | 2045 FIVE FORKS RD PENDLETON, SC 29670 | AFLAC | $47 | — | $47 | 0.27% |
| GREER INSURANCE3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILE, MD 21108 | AFLAC | $45 | — | $45 | 0.26% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $35 | — | $35 | 0.20% |
| LEOPOLD A DYCE JR3 | 128 ISLAND HILL ROAD PALMYRA, VA 22963 | AFLAC | $31 | — | $31 | 0.18% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: LEORA M BROWN | 9454 RAITH CT BRISTOW, VA 20136 | AFLAC | $17 | — | $17 | 0.10% |
| DANIEL J LONG3 | 6100 CHEVY CHASE DRIVE SUITE 102 LAUREL, MD 20707 | AFLAC | $8 | — | $8 | 0.05% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $4 | — | $4 | 0.02% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 7.63% |
| SARAH A ROBERTSON3 | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $189 | — | $189 | 1.22% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $134 | — | $134 | 0.86% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $93 | — | $93 | 0.60% |
| RICHARD JOSEPH ZILLER JR3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $93 | — | $93 | 0.60% |
| KATHRYN ROBISON ZILLER3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $47 | — | $47 | 0.30% |
| ANASTASIA BARANOV3 | 1905 CARTER MILL WAY BROOKEVILLE, MD 20833 | AFLAC | $16 | — | $16 | 0.10% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $4 | — | $4 | 0.03% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 6.89% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $170 | — | $170 | 1.14% |
| JOHN A LECKLITER3 | 2454 BARONSMEDE CT WINTER GARDEN, FL 34787 | AFLAC | $52 | — | $52 | 0.35% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $24 | — | $24 | 0.16% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $5 | — | $5 | 0.03% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 8.03% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $161 | — | $161 | 1.20% |
| RICHARD JOSEPH ZILLER JR3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $134 | — | $134 | 1.00% |
| KATHRYN ROBISON ZILLER3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $67 | — | $67 | 0.50% |
| SARAH A ROBERTSON3 | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $64 | — | $64 | 0.48% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $37 | — | $37 | 0.28% |
| ANASTASIA BARANOV3 | 1905 CARTER MILL WAY BROOKEVILLE, MD 20833 | AFLAC | $23 | — | $23 | 0.17% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $6 | — | $6 | 0.04% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 8.79% |
| RICHARD JOSEPH ZILLER JR3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $259 | — | $259 | 1.96% |
| KATHRYN ROBISON ZILLER3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $249 | — | $249 | 1.89% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $135 | — | $135 | 1.02% |
| SARAH A ROBERTSON3 | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $112 | — | $112 | 0.85% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $83 | — | $83 | 0.63% |
| ANASTASIA BARANOV3 | 1905 CARTER MILL WAY BROOKEVILLE, MD 20833 | AFLAC | $64 | — | $64 | 0.48% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $5 | — | $5 | 0.04% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $732 | — | $732 | 7.89% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $93 | — | $93 | 1.00% |
| JOHN A LECKLITER3 | 2454 BARONSMEDE CT WINTER GARDEN, FL 34787 | AFLAC | $84 | — | $84 | 0.91% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $40 | — | $40 | 0.43% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $488 | — | $488 | 7.90% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $95 | — | $95 | 1.54% |
| DORA BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $85 | — | $85 | 1.38% |
| DAVID MORNINGSTAR3 | 4281 BUCKSKIN WOOD DRIVE ELLICOTT CITY, MD 21042 | AFLAC | $7 | — | $7 | 0.11% |
| JEREMY A FELDMAN3 | 11337 NEWPORT BAY DRIVE BERLIN, MD 21811 | AFLAC | $6 | — | $6 | 0.10% |
| KELLEY LYNN FELDMAN3 | 11337 NEWPORT BAY DRIVE BERLIN, MD 21811 | AFLAC | $3 | — | $3 | 0.05% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $559 | — | $559 | 9.21% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $93 | — | $93 | 1.53% |
| RICHARD JOSEPH ZILLER JR3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $4 | — | $4 | 0.07% |
| KATHRYN ROBISON ZILLER3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $2 | — | $2 | 0.03% |
| SARAH A ROBERTSON3 | 5337 SWEETWATER DR WEST RIVER, MD 20778 | AFLAC | $1 | — | $1 | 0.02% |
| ANASTASIA BARANOV3 | 1905 CARTER MILL WAY BROOKEVILLE, MD 20833 | AFLAC | $1 | — | $1 | 0.02% |
| MATTHEW W EVANS3 | 8370 VETERANS HWY STE 101 MILLERSVILLE, MD 21108 | AFLAC | $1 | — | $1 | 0.02% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $443 | — | $443 | 8.08% |
| RICHARD JOSEPH ZILLER JR3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $112 | — | $112 | 2.04% |
| SARAH A ROBERTSON3 | 5337 SWEETWATER DRIVE WEST RIVER, MA 20778 | AFLAC | $90 | — | $90 | 1.64% |
| KATHRYN ROBISON ZILLER3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $56 | — | $56 | 1.02% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $49 | — | $49 | 0.89% |
| SHEM J BOSTICK3 | 1620 S DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $31 | — | $31 | 0.57% |
| ANASTASIA BARANOV3 | 1905 CARTER MILL WAY BROOKEVILLE, MD 20833 | AFLAC | $19 | — | $19 | 0.35% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $387 | — | $387 | 11.26% |
| RICHARD JOSEPH ZILLER JR3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $182 | — | $182 | 5.30% |
| KATHRYN ROBISON ZILLER3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $98 | — | $98 | 2.85% |
| SARAH A ROBERTSON3 | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $46 | — | $46 | 1.34% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $32 | — | $32 | 0.93% |
| ANASTASIA BARANOV3 | 1905 CARTER MILL WAY BROOKEVILLE, MD 20833 | AFLAC | $32 | — | $32 | 0.93% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $31 | — | $31 | 0.90% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $3 | — | $3 | 0.09% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $480 | — | $480 | 14.57% |
| RICHARD JOSEPH ZILLER JR3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $346 | — | $346 | 10.50% |
| KATHRYN ROBISON ZILLER3 | 20115 MUIRFIELD VILLAGE CT ASHBURN, VA 20147 | AFLAC | $186 | — | $186 | 5.64% |
| SARAH A ROBERTSON3 | 5337 SWEETWATER DR WEST RIVER, MD 20778 | AFLAC | $99 | — | $99 | 3.00% |
| MATTHEW W EVANS3 | 8370 VETERANS HWY STE 101 MILLERSVILLE, MD 21108 | AFLAC | $65 | — | $65 | 1.97% |
| ANASTASIA BARANOV3 | 1905 CARTER MILL WAY BROOKEVILLE, MD 20833 | AFLAC | $65 | — | $65 | 1.97% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $7 | — | $7 | 0.21% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $207 | — | $207 | 7.04% |
| SARAH A ROBERTSON3 | 5337 SWEETWATER DRIVE WEST RIVER, MA 20778 | AFLAC | $43 | — | $43 | 1.46% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $23 | — | $23 | 0.78% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $21 | — | $21 | 0.71% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $2 | — | $2 | 0.07% |
| GREER INSURANCE3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $1 | — | $1 | 0.03% |
| DALE SHADDOCK3 | 8927 MAYFLOWER ROAD ROSEDALE, MD 21237 | AFLAC | $1 | — | $1 | 0.03% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $1 | — | $1 | 0.03% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $67 | — | $67 | 9.33% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $11 | — | $11 | 1.53% |
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 | 111 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 111 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | 94 | $616K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 165 | $56K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 165 | $56K |
| Short-term disability(14 contracts) | AFLAC | 13 | $132K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | 94 | $616K |
| Other(14 contracts) | AFLAC | 13 | $132K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 165 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.