Michael B. Kelly Ins. Svcs., Inc.
Carmel, CA
Michael B. Kelly Ins. Svcs., Inc. of Carmel, CA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $253,323 in reported broker commissions (plan year 2025).
Quick answer
Michael B. Kelly Ins. Svcs., Inc. (Carmel, CA) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Michael B. Kelly Ins. Svcs., Inc. have?
- Michael B. Kelly Ins. Svcs., Inc. is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Michael B. Kelly Ins. Svcs., Inc.'s largest employer clients?
- By plan participants, the largest include Community Hospital Of The Monterey Peninsula (2,508 participants) and Montage Health (328 participants).
- How much does Michael B. Kelly Ins. Svcs., Inc. earn in commissions?
- Insurers reported $253,323 in broker commissions paid to Michael B. Kelly Ins. Svcs., Inc. for plan year 2025, per Schedule A Part 1.
- Where is Michael B. Kelly Ins. Svcs., Inc. located?
- Michael B. Kelly Ins. Svcs., Inc. is based in Carmel, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Michael B. Kelly Ins. Svcs., 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 |
|---|---|---|---|
| Community Hospital Of The Monterey Peninsula | CA | 2,508 | 2025-12-31 |
| Montage Health | CA | 328 | 2025-12-31 |
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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.