| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | 3605 GLENWOOD AVENUE STE 201 RALEIGH, NC 27612 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $41K | — | $41K | 4.51% |
| 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 | 3.32% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | $10 | $2K | 8.18% |
| SHEM J BOSTICK3 Filed as: SHEM S. BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $288 | — | $288 | 1.42% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $61 | — | $61 | 0.30% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $29 | $12 | $41 | 0.20% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $22 | $9 | $31 | 0.15% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $16 | $6 | $22 | 0.11% |
| DREW SKIBITSKY3 Filed as: DREW SHIBITSKY | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $12 | $5 | $17 | 0.08% |
| DREW SKIBITSKY3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $17 | — | $17 | 0.08% |
| 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 | $294 | — | $294 | 1.45% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $76 | — | $76 | 0.37% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 8.24% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $204 | — | $204 | 1.37% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $10 | — | $10 | 0.07% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $689 | $18 | $707 | 5.71% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $128 | — | $128 | 1.03% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $56 | $20 | $76 | 0.61% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $66 | — | $66 | 0.53% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MA 21234 | AFLAC | $35 | $15 | $50 | 0.40% |
| JEREMY HOELKER3 | 48 EISENTOWN DR LOVETTSVILLE, NC 20180 | AFLAC | $39 | — | $39 | 0.31% |
| KELLY DECKER3 | 7349 FOSTER LANE NOKESVILLE, VA 20181 | AFLAC | $39 | — | $39 | 0.31% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $26 | $10 | $36 | 0.29% |
| EDWIN VEGA3 | 134 PINECOVE AVENUE ODENTON, MD 21113 | AFLAC | $29 | $0 | $29 | 0.23% |
| LEOPOLD A DYCE JR3 | 19972 ABRAM TER ASHBURN, VA 20147 | AFLAC | $26 | — | $26 | 0.21% |
| DREW SKIBITSKY3 | 1000 FELL ST APT 627 BALTIMORE, MA 21231 | AFLAC | $16 | $7 | $23 | 0.19% |
| DREW SKIBITSKY3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $21 | — | $21 | 0.17% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: LEORA M BROWN | 9454 RAITH CT. BRISTOW, VA 20136 | AFLAC | $14 | — | $14 | 0.11% |
| DANIEL J LONG3 Filed as: DANIEL LONG | 6100 CHEVY CHASE DR. SUITE 102 LAUREL, MD 20707 | AFLAC | $6 | — | $6 | 0.05% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 9.13% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $171 | — | $171 | 1.47% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $887 | $6 | $893 | 7.73% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $157 | — | $157 | 1.36% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $49 | — | $49 | 0.42% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $15 | $6 | $21 | 0.18% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $821 | $17 | $838 | 7.30% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $140 | $0 | $140 | 1.22% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $58 | $24 | $82 | 0.71% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $42 | — | $42 | 0.37% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $25 | $10 | $35 | 0.30% |
| DALE SHADDOCK3 Filed as: DALE SHADDOCKK | 8927 MAYFLOWER RD ROSEDALE, MD 21231 | AFLAC | $23 | $10 | $33 | 0.29% |
| DREW SKIBITSKY3 Filed as: DREW SHIBITSKY | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $15 | $7 | $22 | 0.19% |
| DREW SKIBITSKY3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $19 | — | $19 | 0.17% |
| DAWN JOHNSON3 Filed as: DAWN W JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $718 | $4 | $722 | 6.99% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $124 | — | $124 | 1.20% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $34 | — | $34 | 0.33% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MA 21076 | AFLAC | $11 | $4 | $15 | 0.15% |
| DAWN JOHNSON3 | P.O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $581 | $18 | $599 | 7.01% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $101 | — | $101 | 1.18% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $48 | $24 | $72 | 0.84% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $36 | $18 | $54 | 0.63% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $26 | $12 | $38 | 0.44% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $36 | — | $36 | 0.42% |
| DREW SKIBITSKY3 Filed as: DREW SHIBITSKY | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $23 | $12 | $35 | 0.41% |
| DREW SKIBITSKY3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $27 | — | $27 | 0.32% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $457 | $2 | $459 | 6.22% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $86 | — | $86 | 1.16% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $37 | — | $37 | 0.50% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $24 | $10 | $34 | 0.46% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $18 | $8 | $26 | 0.35% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $13 | $5 | $18 | 0.24% |
| VICTORIA ELIZABET GAGEN3 Filed as: VICTORIA GAGEN | 19215 WHEATFIELD DR GERMANTOWN, MD 20876 | AFLAC | $13 | $4 | $17 | 0.23% |
| DREW SKIBITSKY3 | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $7 | $4 | $11 | 0.15% |
| DREW SKIBITSKY3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $11 | — | $11 | 0.15% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $575 | — | $575 | 7.89% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $112 | — | $112 | 1.54% |
| DORA BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $78 | — | $78 | 1.07% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $11 | — | $11 | 0.15% |
| 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 | 0.07% |
| KELLY LYNN FELDMAN3 | 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 | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $688 | $5 | $693 | 9.61% |
| HELEN FITZGERALD3 | 528 FRANCIS NICHOLSON WAY ANNAPOLIS, MA 21401 | AFLAC | $105 | — | $105 | 1.46% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $102 | — | $102 | 1.42% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $24 | $4 | $28 | 0.39% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $14 | $7 | $21 | 0.29% |
| JOHN A LECKLITER3 | 10 LINDA LN SEVERNA PARK, MD 21146 | AFLAC | $21 | — | $21 | 0.29% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $11 | $5 | $16 | 0.22% |
| DREW SKIBITSKY3 | 1000 FELL ST APT 627 BALTIMORE, MA 21231 | AFLAC | $7 | $4 | $11 | 0.15% |
| DREW SKIBITSKY3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $7 | — | $7 | 0.10% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $1 | — | $1 | 0.01% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $441 | — | $441 | 7.57% |
| HELEN FITZGERALD3 | 528 FRANCIS NICHOLSON WAY ANNAPOLIS, MA 21401 | AFLAC | $123 | — | $123 | 2.11% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $67 | — | $67 | 1.15% |
| JOHN A LECKLITER3 | 10 LINDA LN SEVERNA PARK, MD 21146 | AFLAC | $27 | — | $27 | 0.46% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $22 | — | $22 | 0.38% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $20 | — | $20 | 0.34% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $4 | — | $4 | 0.07% |
| DREW SKIBITSKY3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $3 | — | $3 | 0.05% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSADALE, MD 21237 | AFLAC | $2 | — | $2 | 0.03% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $175 | $27 | $202 | 5.11% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MA 21237 | AFLAC | $50 | $28 | $78 | 1.97% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $42 | $20 | $62 | 1.57% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $38 | $21 | $59 | 1.49% |
| DREW SKIBITSKY3 | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $22 | $14 | $36 | 0.91% |
| DREW SKIBITSKY3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $29 | — | $29 | 0.73% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $17 | — | $17 | 0.43% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $173 | $4 | $177 | 4.82% |
| DALE SHADDOCK3 Filed as: DALE SHADOCK | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $50 | $25 | $75 | 2.04% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $38 | $19 | $57 | 1.55% |
| VICTORIA ELIZABET GAGEN3 Filed as: VICTORIA ELIZABETH GAGEN | 19215 WHEATFIELD DR GERMANTOWN, MD 20876 | AFLAC | $29 | $11 | $40 | 1.09% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $27 | $12 | $39 | 1.06% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $28 | — | $28 | 0.76% |
| DREW SKIBITSKY3 Filed as: DREW SKITBITSKY | 1000 FELL ST APT 627 BALTIMORE, MD 21231 | AFLAC | $15 | $9 | $24 | 0.65% |
| DREW SKIBITSKY3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $21 | — | $21 | 0.57% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $10 | — | $10 | 0.27% |
| DAWN JOHNSON3 | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $168 | — | $168 | 6.84% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $28 | — | $28 | 1.14% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $623 | — | $623 | — |
| JOHN A LECKLITER3 | 10 LINDA LN SEVERNA PARK, MD 21146 | AFLAC | $151 | — | $151 | — |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $98 | — | $98 | — |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 200 HANOVER, MD 21076 | AFLAC | $34 | — | $34 | — |
| WILLIE F BEVERLY3 | 8721 AUTUMN RIDGE CT ODENTON, MD 21113 | AFLAC | $31 | — | $31 | — |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $28 | — | $28 | — |
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 | 107 | 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) | 107 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 164 | $916K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 222 | $80K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 222 | $80K |
| Other(17 contracts) | AFLAC | 105 | $159K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 222 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.