Fundz
Fundz
Benefits Intelligence/Broker Directory/Maryland

Kelly & Assoc Insurance Group Inc

Sparks, MD

Kelly & Assoc Insurance Group Inc of Sparks, MD is the broker of record on 34 Form 5500 Schedule A filings covering 26 employer benefit plans across 5 states, with $490,797 in reported broker commissions (plan year 2025).

Employer clients
26
distinct plan sponsors
Schedule A filings
34
States served
5
Reported commissions
$490,797
plan year 2025
Reported fees
$265,683

Quick answer

Kelly & Assoc Insurance Group Inc (Sparks, MD) is the broker of record for 26 employer benefit plan sponsors on 34 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Kelly & Assoc Insurance Group Inc have?
Kelly & Assoc Insurance Group Inc is named as broker on Form 5500 Schedule A filings for 26 distinct plan sponsors in 5 states.
Who are Kelly & Assoc Insurance Group Inc's largest employer clients?
By plan participants, the largest include Fluence Energy LLC (711 participants), Nava Pbc (472 participants) and Severn Management Company, LLC (460 participants).
How much does Kelly & Assoc Insurance Group Inc earn in commissions?
Insurers reported $490,797 in broker commissions and $265,683 in fees paid to Kelly & Assoc Insurance Group Inc for plan year 2025, per Schedule A Part 1.
Where is Kelly & Assoc Insurance Group Inc located?
Kelly & Assoc Insurance Group Inc is based in Sparks, MD and has employer clients in 5 states.
How does Kelly & Assoc Insurance Group Inc rank among benefits brokers in Maryland?
Kelly & Assoc Insurance Group Inc ranks #30 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 Insurance Group Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Fluence Energy LLCVA7112024-12-31
Nava PbcDC4722025-12-31
Severn Management Company, LLCMD4602024-12-31
23 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.