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Benefits Intelligence/Broker Directory/Maryland

Kelly And Associates Insurance Grou

Sparks, MD

Kelly And Associates Insurance Grou of Sparks, MD is the broker of record on 10 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $26,102 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
10
States served
2
Reported commissions
$26,102
plan year 2025
Reported fees
$42,366

Quick answer

Kelly And Associates Insurance Grou (Sparks, MD) is the broker of record for 9 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Kelly And Associates Insurance Grou have?
Kelly And Associates Insurance Grou is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
Who are Kelly And Associates Insurance Grou's largest employer clients?
By plan participants, the largest include Thrive Behavioral Health LLC (275 participants), Sagewater LLC (188 participants) and Nih Federal Credit Union (132 participants).
How much does Kelly And Associates Insurance Grou earn in commissions?
Insurers reported $26,102 in broker commissions and $42,366 in fees paid to Kelly And Associates Insurance Grou for plan year 2025, per Schedule A Part 1.
Where is Kelly And Associates Insurance Grou located?
Kelly And Associates Insurance Grou is based in Sparks, MD and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Kelly And Associates Insurance Grou 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
Thrive Behavioral Health LLCMD2752025-07-31
Sagewater LLCVA1882025-08-31
Nih Federal Credit UnionMD1322025-12-31
6 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.