| 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 | $32K | $1K | $33K | 4.46% |
| 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 | 3.36% |
| 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% |
| GREER INSURANCE3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILE, 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 | $918 | — | $918 | 7.46% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $172 | — | $172 | 1.40% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $65 | — | $65 | 0.53% |
| DAWN JOHNSON3 Filed as: DAWN W JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 11.11% |
| JOHN A LECKLITER3 Filed as: JOHN LECKLITER | 2454 BARONSMEDE CT WINTER GARGEN, FL 34787 | AFLAC | $125 | — | $125 | 1.13% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $114 | — | $114 | 1.03% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $93 | — | $93 | 0.84% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $34 | — | $34 | 0.31% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $813 | — | $813 | 7.63% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $142 | — | $142 | 1.33% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $42 | — | $42 | 0.39% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $13 | — | $13 | 0.12% |
| DAWN JOHNSON3 | P.O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $545 | — | $545 | 5.36% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 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% |
| KELLY DECKER3 | 25050 RIDING PLZ SUITE 401 SOUTH RIDING, VA 20152 | AFLAC | $39 | — | $39 | 0.38% |
| JEREMEY HOELKER3 | 14022 AMYS MEADOW COURT LEESBURG, VA 20176 | AFLAC | $36 | — | $36 | 0.35% |
| DALE SHADDOCK3 | 8927 MAYFLOWER ROAD ROSEDALE, MD 21237 | AFLAC | $34 | — | $34 | 0.33% |
| GREER INSURANCE3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILE, MD 21108 | AFLAC | $32 | — | $32 | 0.31% |
| EDWIN VEGA3 | 8214 LEE AVE SEVERN, MD 21144 | AFLAC | $29 | — | $29 | 0.29% |
| LEOPOLD A DYCE JR3 Filed as: LEOPOLD DYCE JR | 128 ISLAND HILL ROAD PALMYRA, VA 22963 | AFLAC | $26 | — | $26 | 0.26% |
| ERIKA J SHADDOCK3 Filed as: ERIKA SHADDOCK | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $26 | — | $26 | 0.26% |
| MATTHEW W EVANS3 Filed as: MATTHEW EVANS | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILE, MD 21108 | AFLAC | $21 | — | $21 | 0.21% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: LEORA BROWN | 9454 RAITH COURT BRISTOW, VA 20136 | AFLAC | $8 | — | $8 | 0.08% |
| DANIEL J LONG3 Filed as: DANIEL LONG | 6100 CHEVY CHASE DRIVE SUITE 102 LAUREL, MD 20707 | AFLAC | $6 | — | $6 | 0.06% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $834 | $76 | $910 | 9.49% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $106 | — | $106 | 1.11% |
| JOHN A LECKLITER3 Filed as: JOHN LECKLITER | 2454 BARONSMEDE COURT WINTER GARDEN, FL 34787 | AFLAC | $75 | $18 | $93 | 0.97% |
| MATTHEW W EVANS3 Filed as: MATTHEW EVANS | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $39 | $18 | $57 | 0.59% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $715 | — | $715 | 8.20% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $125 | — | $125 | 1.43% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MA 20744 | AFLAC | $25 | — | $25 | 0.29% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $505 | — | $505 | 7.15% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $91 | — | $91 | 1.29% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $33 | — | $33 | 0.47% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $16 | — | $16 | 0.23% |
| GREER INSURANCE3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $12 | — | $12 | 0.17% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $9 | — | $9 | 0.13% |
| DALE SHADDOCK3 Filed as: DALE SHADDOCKK | 8927 MAYFLOWER RD ROSEDALE, MD 21231 | AFLAC | $6 | — | $6 | 0.08% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $512 | — | $512 | 8.23% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $93 | — | $93 | 1.49% |
| DORA BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $80 | — | $80 | 1.29% |
| JOHN A LECKLITER3 Filed as: JOHN LECKLITER | 2454 BARONSMEDE CT WINTER GARGEN, FL 34787 | AFLAC | $9 | — | $9 | 0.14% |
| DAVID MORNINGSTAR3 | 4281 BUCKSKIN WOOD DRIVE ELLICOTT CITY, MD 21042 | AFLAC | $7 | — | $7 | 0.11% |
| JEREMY A FELDMAN3 Filed as: JEREMY FELDMAN | 12391 HIDDEN BAY DRIVE BERLIN, MD 21811 | AFLAC | $5 | — | $5 | 0.08% |
| MATHHEW EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $5 | — | $5 | 0.08% |
| KELLY LYNN FELDMAN3 | 12391 HIDDEN BAY DRIVE BERLIN, MD 21811 | AFLAC | $3 | — | $3 | 0.05% |
| EDWIN VEGA3 | 8214 LEE AVE SEVERN, MD 21144 | AFLAC | $3 | — | $3 | 0.05% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $554 | — | $554 | 9.17% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $93 | — | $93 | 1.54% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $6 | — | $6 | 0.10% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $332 | — | $332 | 7.08% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $57 | — | $57 | 1.22% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $18 | — | $18 | 0.38% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $15 | — | $15 | 0.32% |
| GREER INSURANCE3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $12 | — | $12 | 0.26% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $8 | — | $8 | 0.17% |
| DALE SHADDOCK3 | 8927 MAYFLOWER ROAD ROSEDALE, MD 21237 | AFLAC | $6 | — | $6 | 0.13% |
| DAWN JOHNSON3 | P.O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $297 | — | $297 | 6.90% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $58 | — | $58 | 1.35% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $33 | — | $33 | 0.77% |
| GREER INSURANCE3 | 8370 VETERANS HIGHWAY MILLERSVILLE, MD 21108 | AFLAC | $6 | — | $6 | 0.14% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $4 | — | $4 | 0.09% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $3 | — | $3 | 0.07% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $3 | — | $3 | 0.07% |
| 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 Filed as: DAWN M JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $175 | — | $175 | 8.26% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $32 | — | $32 | 1.51% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $12 | — | $12 | 0.57% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $107 | — | $107 | 9.39% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $17 | — | $17 | 1.49% |
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 | 84 | 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) | 84 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 130 | $748K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 204 | $66K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 204 | $66K |
| Other(15 contracts) | AFLAC | 14 | $116K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 204 | — |
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.