| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | 8200 GREENSBORO DRIVE SUITE 1000 MCLEAN, VA 22102 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $36K | $190 | $36K | 4.62% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 3975 FAIR RIDGE DR SUITE 110 FAIRFAX, VA 220332911 | AMERITAS LIFE INSURANCE CORP. | $3K | — | $3K | 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. | — | $2K | $2K | 3.01% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | — | $2K | 8.06% |
| SHEM J BOSTICK3 Filed as: SHEM S. BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $280 | — | $280 | 1.41% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $66 | — | $66 | 0.33% |
| DREW SKIBITSKY3 Filed as: DREW SHIBITSKY | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $25 | — | $25 | 0.13% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $21 | — | $21 | 0.11% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $16 | — | $16 | 0.08% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $14 | — | $14 | 0.07% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 7.90% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $257 | — | $257 | 1.44% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $76 | — | $76 | 0.43% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | — | $2K | 14.23% |
| JOHN A LECKLITER3 Filed as: JOHN LECKLITER | 2454 BARONSMEDE COURT WINTER GARDEN, FL 34787 | AFLAC | $184 | — | $184 | 1.67% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $124 | — | $124 | 1.13% |
| MATTHEW W EVANS3 Filed as: MATTHEW EVANS | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $120 | — | $120 | 1.09% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $545 | — | $545 | 5.36% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $102 | — | $102 | 1.00% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $55 | — | $55 | 0.54% |
| JEREMY HOELKER3 | 14022 AMY'S MEADOW COURT Q LEESBURG, VA 20176 | AFLAC | $39 | — | $39 | 0.38% |
| KELLY DECKER3 | 25050 RIDING PLAZA SUITE 130 401 SOUTH RIDING, VA 20152 | AFLAC | $39 | — | $39 | 0.38% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $34 | — | $34 | 0.33% |
| DREW SKIBITSKY3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $32 | — | $32 | 0.31% |
| EDWIN VEGA3 | 8214 LEE AVENUE SEVERN, MD 21144 | AFLAC | $29 | — | $29 | 0.29% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MA 21234 | AFLAC | $26 | — | $26 | 0.26% |
| LEOPOLD A DYCE JR3 | 19972 ABRAM TER ASHBURN, VA 20147 | AFLAC | $26 | — | $26 | 0.26% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $21 | — | $21 | 0.21% |
| DANIEL J LONG3 Filed as: DANIEL LONG | 6100 CHEVY CHASE DRIVE SUITE 102 LAUREL, MD 20707 | AFLAC | $6 | — | $6 | 0.06% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: LEORA M BROWN | 9454 RAITH CT. BRISTOW, VA 20136 | AFLAC | $5 | — | $5 | 0.05% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $853 | — | $853 | 8.67% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $143 | — | $143 | 1.45% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $9 | — | $9 | 0.09% |
| DAWN JOHNSON3 Filed as: DAWN W JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $687 | — | $687 | 7.01% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $119 | — | $119 | 1.21% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $36 | — | $36 | 0.37% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $9 | — | $9 | 0.09% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $672 | — | $672 | 8.11% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $118 | — | $118 | 1.42% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $25 | — | $25 | 0.30% |
| JOHN A LECKLITER3 | 2454 BARONSMEDE COURT WINTER GARDEN, FL 34787 | AFLAC | $2 | — | $2 | 0.02% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $0 | — | $0 | 0.00% |
| WILLIE F BEVERLY3 | 8721 AUTUMN RIDGE CT ODENTON, MD 21113 | AFLAC | $0 | — | $0 | 0.00% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $531 | — | $531 | 7.15% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $95 | — | $95 | 1.28% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $35 | — | $35 | 0.47% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $17 | — | $17 | 0.23% |
| DREW SKIBITSKY3 Filed as: DREW SHIBITSKY | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $13 | — | $13 | 0.18% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $9 | — | $9 | 0.12% |
| DALE SHADDOCK3 Filed as: DALE SHADDOCKK | 8927 MAYFLOWER RD ROSEDALE, MD 21231 | AFLAC | $7 | — | $7 | 0.09% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $569 | — | $569 | 7.88% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $111 | — | $111 | 1.54% |
| DORA BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $83 | — | $83 | 1.15% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $10 | — | $10 | 0.14% |
| DAVID MORNINGSTAR3 | 4281 BUCKSKIN WOOD DRIVE ELLICOTT CITY, MD 21042 | AFLAC | $7 | — | $7 | 0.10% |
| 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% |
| JOHN A LECKLITER3 | 2454 BRONSMEDE COURT WINTER GARDEN, FL 34787 | AFLAC | $1 | — | $1 | 0.01% |
| MATHHEW EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $0 | — | $0 | 0.00% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $448 | — | $448 | 6.91% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $79 | — | $79 | 1.22% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $27 | — | $27 | 0.42% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $15 | — | $15 | 0.23% |
| DREW SKIBITSKY3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $12 | — | $12 | 0.19% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $8 | — | $8 | 0.12% |
| DALE SHADDOCK3 | 8927 MAYFLOWER ROAD ROSEDALE, MD 21237 | AFLAC | $6 | — | $6 | 0.09% |
| DAWN JOHNSON3 | P.O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $462 | — | $462 | 7.15% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $85 | — | $85 | 1.32% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $37 | — | $37 | 0.57% |
| DREW SKIBITSKY3 Filed as: DREW SHIBITSKY | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $24 | — | $24 | 0.37% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $18 | — | $18 | 0.28% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $13 | — | $13 | 0.20% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $12 | — | $12 | 0.19% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $162 | — | $162 | 6.42% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $28 | — | $28 | 1.11% |
| DALE SHADDOCK3 Filed as: DALE SHADOCK | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $12 | — | $12 | 0.48% |
| DREW SKIBITSKY3 Filed as: DREW SKITBITSKY | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $11 | — | $11 | 0.44% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $11 | — | $11 | 0.44% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $9 | — | $9 | 0.36% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $8 | — | $8 | 0.32% |
| VICTORIA ELIZABET GAGEN3 Filed as: VICTORIA ELIZABETH GAGEN | 19215 WHEATFIELD DR GERMANTOWN, MD 20876 | AFLAC | $3 | — | $3 | 0.12% |
| 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 | $118 | — | $118 | 5.70% |
| DREW SKIBITSKY3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $20 | — | $20 | 0.97% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $17 | — | $17 | 0.82% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MA 21237 | AFLAC | $15 | — | $15 | 0.72% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $11 | — | $11 | 0.53% |
| MATTHEW W EVANS3 | 1344 ASHTON RD STE 20 HANOVER, MD 21076 | AFLAC | $10 | — | $10 | 0.48% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $801 | — | $801 | 80.34% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $140 | — | $140 | 14.04% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $43 | — | $43 | 4.31% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $13 | — | $13 | 1.30% |
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 | 95 | 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) | 95 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 150 | $778K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 206 | $70K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 206 | $70K |
| Other(15 contracts) | AFLAC | 11 | $122K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 206 | — |
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.