Kelly & Assoc Ins Group Inc
Sparks, MD
Kelly & Assoc Ins Group Inc of Sparks, MD is the broker of record on 55 Form 5500 Schedule A filings covering 43 employer benefit plans across 12 states, with $641,826 in reported broker commissions (plan year 2025).
Quick answer
Kelly & Assoc Ins Group Inc (Sparks, MD) is the broker of record for 43 employer benefit plan sponsors on 55 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kelly & Assoc Ins Group Inc have?
- Kelly & Assoc Ins Group Inc is named as broker on Form 5500 Schedule A filings for 43 distinct plan sponsors in 12 states.
- Who are Kelly & Assoc Ins Group Inc's largest employer clients?
- By plan participants, the largest include Enterprise Community Partners, Inc. (1,103 participants), Peterbilt Of Knoxville, Inc. (935 participants) and Burke & Herbert Bank And Trust Company (600 participants).
- How much does Kelly & Assoc Ins Group Inc earn in commissions?
- Insurers reported $641,826 in broker commissions and $638,557 in fees paid to Kelly & Assoc Ins Group Inc for plan year 2025, per Schedule A Part 1.
- Where is Kelly & Assoc Ins Group Inc located?
- Kelly & Assoc Ins Group Inc is based in Sparks, MD and has employer clients in 12 states.
- How does Kelly & Assoc Ins Group Inc rank among benefits brokers in Maryland?
- Kelly & Assoc Ins Group Inc ranks #17 by employer clients among the 50 most active benefits brokers based in Maryland.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kelly & Assoc Ins Group Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Enterprise Community Partners, Inc. | MD | 1,103 | 2024-12-31 |
| Peterbilt Of Knoxville, Inc. | TN | 935 | 2025-12-31 |
| Burke & Herbert Bank And Trust Company | VA | 600 | 2025-12-31 |
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- Employee Navigator, LLC: 470 employer clients, $58,143 reported commissions (Bethesda)
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- Benefitmall: 102 employer clients, $393,042 reported commissions (Towson)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.