| 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 | $33K | — | $33K | 4.90% |
| 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. | — | $1K | $1K | 2.28% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | — | $2K | 10.97% |
| SHEM J BOSTICK3 Filed as: SHEM S. BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $281 | — | $281 | 1.23% |
| SARAH A ROBERTSON3 Filed as: SARAH ROBERTSON | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $202 | — | $202 | 0.89% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $147 | — | $147 | 0.65% |
| GREER INSURANCE3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILE, MD 21108 | AFLAC | $25 | — | $25 | 0.11% |
| DALE SHADDOCK3 | 8927 MAYFLOWER RD ROSEDALE, MD 21237 | AFLAC | $21 | — | $21 | 0.09% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $17 | — | $17 | 0.07% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $16 | — | $16 | 0.07% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $2K | — | $2K | 11.88% |
| SARAH A ROBERTSON3 Filed as: SARAH ROBERTSON | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $248 | — | $248 | 1.43% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $180 | — | $180 | 1.03% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $174 | — | $174 | 1.00% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $13 | — | $13 | 0.07% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $3K | — | $3K | 16.85% |
| SARAH A ROBERTSON3 Filed as: SARAH ROBERTSON | 5337 SWEETWATER DRIVE WEST RIVER, MA 20778 | AFLAC | $377 | — | $377 | 2.53% |
| MATTHEW W EVANS3 Filed as: MATTHEW EVANS | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MA 21108 | AFLAC | $251 | — | $251 | 1.69% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $135 | — | $135 | 0.91% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MA 20744 | AFLAC | $8 | — | $8 | 0.05% |
| DAWN JOHNSON3 Filed as: DAWN W JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 7.22% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $157 | — | $157 | 1.13% |
| JOHN A LECKLITER3 Filed as: JOHN LECKLITER | 2454 BARONSMEDE CT WINTER GARGEN, FL 34787 | AFLAC | $59 | — | $59 | 0.42% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $30 | — | $30 | 0.22% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $13 | — | $13 | 0.09% |
| DAWN JOHNSON3 | P.O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 10.68% |
| SARAH A ROBERTSON3 Filed as: SARAH ROBERTSON | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $239 | — | $239 | 1.82% |
| MATTHEW W EVANS3 Filed as: MATTHEW EVANS | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILE, MD 21108 | AFLAC | $178 | — | $178 | 1.36% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $86 | — | $86 | 0.66% |
| DALE SHADDOCK3 | 8927 MAYFLOWER ROAD ROSEDALE, MD 21237 | AFLAC | $86 | — | $86 | 0.66% |
| JEREMEY HOELKER3 | 14022 AMYS MEADOW COURT LEESBURG, VA 20176 | AFLAC | $47 | — | $47 | 0.36% |
| KELLY DECKER3 | 25050 RIDING PLZ SUITE 401 WEST RIVER, VA 21108 | AFLAC | $46 | — | $46 | 0.35% |
| GREER INSURANCE3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILE, MD 21108 | AFLAC | $42 | — | $42 | 0.32% |
| EDWIN VEGA3 | 8214 LEE AVE SEVERN, MD 21144 | AFLAC | $35 | — | $35 | 0.27% |
| ERIKA J SHADDOCK3 Filed as: ERIKA SHADDOCK | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $34 | — | $34 | 0.26% |
| LEOPOLD A DYCE JR3 Filed as: LEOPOLD DYCE JR | 128 ISLAND HILL ROAD PALMYRA, VA 22963 | AFLAC | $31 | — | $31 | 0.24% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: LEORA BROWN | 9454 RAITH COURT BRISTOW, VA 20136 | AFLAC | $17 | — | $17 | 0.13% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $13 | — | $13 | 0.10% |
| DANIEL J LONG3 Filed as: DANIEL LONG | 6100 CHEVY CHASE DRIVE SUITE 102 LAUREL, MD 20707 | AFLAC | $8 | — | $8 | 0.06% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $1K | — | $1K | 9.27% |
| SHEM J BOSTICK3 | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $161 | — | $161 | 1.30% |
| SARAH A ROBERTSON3 Filed as: SARAH ROBERTSON | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $60 | — | $60 | 0.48% |
| MATTHEW W EVANS3 Filed as: MATTHEW EVANS | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $41 | — | $41 | 0.33% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $15 | — | $15 | 0.12% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $889 | — | $889 | 8.49% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $105 | — | $105 | 1.00% |
| JOHN A LECKLITER3 Filed as: JOHN LECKLITER | 2454 BARONSMEDE COURT WINTER GARDEN, FL 34787 | AFLAC | $81 | — | $81 | 0.77% |
| MATTHEW W EVANS3 Filed as: MATTHEW EVANS | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $53 | — | $53 | 0.51% |
| SARAH A ROBERTSON3 Filed as: SARAH ROBERTSON | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $23 | — | $23 | 0.22% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $457 | — | $457 | 7.22% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $82 | — | $82 | 1.30% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $16 | — | $16 | 0.25% |
| GREER INSURANCE3 | 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 | $9 | — | $9 | 0.14% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $8 | — | $8 | 0.13% |
| DALE SHADDOCK3 Filed as: DALE SHADDOCKK | 8927 MAYFLOWER RD ROSEDALE, MD 21231 | AFLAC | $6 | — | $6 | 0.09% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $488 | — | $488 | 7.90% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 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% |
| JEREMY A FELDMAN3 Filed as: JEREMY FELDMAN | 11337 NEWPORT BAY DRIVE BERLIN, MD 21811 | AFLAC | $6 | — | $6 | 0.10% |
| DAVID MORNINGSTAR3 | 4281 BUCKSKIN WOOD DRIVE ELLICOTT CITY, MD 21042 | AFLAC | $3 | — | $3 | 0.05% |
| KELLEY LYNN FELDMAN3 Filed as: KELLEY FELDMAN | 11337 NEWPORT 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 | $1 | — | $1 | 0.02% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $1K | — | $1K | 18.50% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $980 | — | $980 | 16.40% |
| SARAH A ROBERTSON3 Filed as: SARAH ROBERTSON | 5337 SWEETWATER DRIVE WEST RIVER, MA 20778 | AFLAC | $248 | — | $248 | 4.15% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $46 | — | $46 | 0.77% |
| ERIKA J SHADDOCK3 | 3224 SUMMIT AVE PARKVILLE, MD 21234 | AFLAC | $15 | — | $15 | 0.25% |
| GREER INSURANCE3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $12 | — | $12 | 0.20% |
| DALE SHADDOCK3 | 8927 MAYFLOWER ROAD ROSEDALE, MD 21237 | AFLAC | $6 | — | $6 | 0.10% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $3 | — | $3 | 0.05% |
| DAWN JOHNSON3 | P.O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $854 | — | $854 | 15.67% |
| SARAH A ROBERTSON3 Filed as: SARAH ROBERTSON | 5337 SWEETWATER DRIVE WEST RIVER, MD 20778 | AFLAC | $132 | — | $132 | 2.42% |
| MATTHEW W EVANS3 | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $88 | — | $88 | 1.61% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $50 | — | $50 | 0.92% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $8 | — | $8 | 0.15% |
| DAWN JOHNSON3 | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $857 | — | $857 | 18.19% |
| SARAH A ROBERTSON3 Filed as: SARAH ROBERTSON | 5337 SWEETWATER DRIVE WEST RIVER, MA 20778 | AFLAC | $158 | — | $158 | 3.35% |
| MATTHEW W EVANS3 Filed as: MATTHEW EVANS | 8370 VETERANS HIGHWAY SUITE 101 MILLERSVILLE, MD 21108 | AFLAC | $103 | — | $103 | 2.19% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $31 | — | $31 | 0.66% |
| DAWN JOHNSON3 Filed as: DAWN M JOHNSON | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $142 | — | $142 | 8.34% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $26 | — | $26 | 1.53% |
| TYGRESSA JONES3 | 9124 LOUGHRAN ROAD FORT WASHINGTON, MD 20744 | AFLAC | $2 | — | $2 | 0.12% |
| DAWN JOHNSON3 | P. O. BOX 982 CLARKSBURG, MD 20871 | AFLAC | $98 | — | $98 | 9.39% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | 1620 S. DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $16 | — | $16 | 1.53% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTIK | 1620 S DITMAR STREET OCEANSIDE, CA 92054 | AFLAC | $114 | — | $114 | 10.92% |
| DAWN JOHNSON3 | PO BOX 982 CLARKSBURG, MD 20871 | AFLAC | $98 | — | $98 | 9.39% |
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 | 127 | 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) | 127 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 111 | $679K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 193 | $60K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 193 | $60K |
| Other(16 contracts) | AFLAC | 15 | $143K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 193 | — |
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.