| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVENUE SUITE 201 RALEIGH, NC 27612 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $41K | $11K | $52K | 4.95% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 3975 FAIR RIDGE DR SUITE 110 FAIRFAX, VA 220332911 | AMERITAS LIFE INSURANCE CORP. | $4K | — | $4K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 47 AIRPARK CT. P. O. BOX 27149 GREENVILLE, SC 296162149 | AMERITAS LIFE INSURANCE CORP. | — | $3K | $3K | 3.04% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | — | $2K | 7.97% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $309 | — | $309 | 1.44% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $45 | — | $45 | 0.21% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | — | $2K | 8.47% |
| SHEM J BOSTICK3 Filed as: SHEM S. BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $292 | — | $292 | 1.42% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $107 | — | $107 | 0.52% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $81 | — | $81 | 0.39% |
| DREW SKIBITSKY3 Filed as: DREW SHIBITSKY | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $58 | — | $58 | 0.28% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $42 | — | $42 | 0.20% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $33 | — | $33 | 0.16% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | $87 | $1K | 9.10% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $220 | $15 | $235 | 1.51% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $7 | — | $7 | 0.04% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | $109 | $1K | 10.30% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $217 | $18 | $235 | 1.65% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $846 | — | $846 | 6.29% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $272 | — | $272 | 2.02% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $138 | — | $138 | 1.03% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MA 21234 | AFLAC | $133 | — | $133 | 0.99% |
| DREW SKIBITSKY3 | 1000 FELL ST APT 627 BALTIMORE, MA 21231 | AFLAC | $88 | — | $88 | 0.65% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $76 | — | $76 | 0.57% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $40 | — | $40 | 0.30% |
| JEREMY HOELKER3 | 10400 EATON PLACE SUITE 400 FAIRFAX, VA 22030 | AFLAC | $39 | — | $39 | 0.29% |
| KELLY DECKER3 | 7349 FOSTER LANE NOKESVILLE, VA 20181 | AFLAC | $39 | — | $39 | 0.29% |
| EDWIN VEGA3 | 134 PINECOVE AVENUE ODENTON, MD 21113 | AFLAC | $29 | $0 | $29 | 0.22% |
| LEOPOLD A DYCE JR3 | 19972 ABRAM TER ASHBURN, VA 20147 | AFLAC | $26 | — | $26 | 0.19% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: LEORA BROWN | 7865 FLAGER CIRCLE MANASSAS, VA 20109 | AFLAC | $12 | — | $12 | 0.09% |
| DANIEL J LONG3 Filed as: DANIEL LONG | 6100 CHEVY CHASE DR. SUITE 102 LAUREL, MD 20707 | AFLAC | $6 | — | $6 | 0.04% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: LEORA M BROWN | 9454 RAITH CT. BRISTOW, VA 20136 | AFLAC | $2 | — | $2 | 0.01% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | $92 | $1K | 9.38% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $230 | — | $230 | 1.74% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $174 | $15 | $189 | 1.43% |
| DREW SKIBITSKY3 Filed as: DREW SHIBITSKY | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $72 | — | $72 | 0.54% |
| DALE SHADDOCK3 Filed as: DALE SHADDOCKK | 8927 MAYFLOWER RD ROSEDALE, MD 21231 | AFLAC | $72 | — | $72 | 0.54% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $68 | — | $68 | 0.51% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $26 | — | $26 | 0.20% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | $56 | $1K | 9.26% |
| EDWARD JEROME CRENSHAW3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $194 | — | $194 | 1.67% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $169 | $9 | $178 | 1.53% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $43 | — | $43 | 0.37% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $27 | — | $27 | 0.23% |
| DAWN JOHNSON3 | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 9.63% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $170 | — | $170 | 1.52% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $64 | — | $64 | 0.57% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $48 | — | $48 | 0.43% |
| DREW SKIBITSKY3 | 1000 FELL ST APT 627 BALTIMORE, MA 21231 | AFLAC | $32 | — | $32 | 0.29% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $22 | — | $22 | 0.20% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $2 | — | $2 | 0.02% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $737 | — | $737 | 7.16% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $125 | — | $125 | 1.21% |
| EDWARD JEROME CRENSHAW3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $105 | — | $105 | 1.02% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MA 21076 | AFLAC | $26 | — | $26 | 0.25% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $18 | — | $18 | 0.17% |
| DAWN JOHNSON3 | P.O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $825 | $39 | $864 | 8.66% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $209 | — | $209 | 2.09% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $157 | — | $157 | 1.57% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $121 | $7 | $128 | 1.28% |
| DREW SKIBITSKY3 Filed as: DREW SHIBITSKY | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $125 | — | $125 | 1.25% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $81 | — | $81 | 0.81% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $22 | — | $22 | 0.22% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $704 | $27 | $731 | 7.95% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $128 | $5 | $133 | 1.45% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $21 | — | $21 | 0.23% |
| DAWN JOHNSON3 | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $629 | $49 | $678 | 7.49% |
| VICTORIA ELIZABET GAGEN3 Filed as: VICTORIA GAGEN | 19215 WHEATFIELD DR GERMANTOWN, MD 20876 | AFLAC | $123 | $12 | $135 | 1.49% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $118 | $12 | $130 | 1.44% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $91 | — | $91 | 1.01% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $68 | — | $68 | 0.75% |
| DREW SKIBITSKY3 | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $32 | — | $32 | 0.35% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $31 | — | $31 | 0.34% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $24 | — | $24 | 0.27% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $667 | $45 | $712 | 8.93% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $125 | $7 | $132 | 1.65% |
| DORA BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $78 | — | $78 | 0.98% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $6 | — | $6 | 0.08% |
| DAVID MORNINGSTAR3 | 4281 BUCKSKIN WOOD DRIVE ELLICOTT CITY, MD 21042 | AFLAC | $6 | — | $6 | 0.08% |
| JEREMY A FELDMAN3 Filed as: JEREMY FELDMAN | 15324 SWEETBAY STREET WOODBINE, MD 21797 | AFLAC | $5 | — | $5 | 0.06% |
| KELLY LYNN FELDMAN3 Filed as: KELLY FELDMAN | 15324 SWEETBAY STREET WOODBINE, MD 21797 | AFLAC | $3 | — | $3 | 0.04% |
| EDWIN VEGA3 | 134 PINECOVE AVE. ODENTON, MD 21113 | AFLAC | $3 | — | $3 | 0.04% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $400 | — | $400 | 7.18% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $73 | — | $73 | 1.31% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $12 | — | $12 | 0.22% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $323 | — | $323 | 8.68% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MA 21237 | AFLAC | $217 | — | $217 | 5.83% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $163 | — | $163 | 4.38% |
| EDWARD JEROME CRENSHAW3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $145 | — | $145 | 3.90% |
| DREW SKIBITSKY3 | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $125 | — | $125 | 3.36% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $119 | — | $119 | 3.20% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $17 | — | $17 | 0.46% |
| DALE SHADDOCK3 Filed as: DALE SHADOCK | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $213 | — | $213 | 5.94% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $192 | — | $192 | 5.35% |
| VICTORIA ELIZABET GAGEN3 Filed as: VICTORIA ELIZABETH GAGEN | 19215 WHEATFIELD DR GERMANTOWN, MD 20876 | AFLAC | $188 | — | $188 | 5.24% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $160 | — | $160 | 4.46% |
| DREW SKIBITSKY3 Filed as: DREW SKITBITSKY | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $82 | — | $82 | 2.29% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $78 | — | $78 | 2.18% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $28 | — | $28 | 0.78% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $5 | — | $5 | 0.14% |
| DAWN JOHNSON3 | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $178 | — | $178 | 6.96% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $29 | — | $29 | 1.13% |
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 | 121 | 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) | 121 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 185 | $1.1M |
| Dental | AMERITAS LIFE INSURANCE CORP. | 248 | $87K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 248 | $87K |
| Other(17 contracts) | AFLAC | 12 | $183K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 248 | — |
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.