Benefits broker of record
KELLY & ASSOCIATES INSURANCE GROUP,
KELLY & ASSOCIATES INSURANCE GROUP, is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of KELLY & ASSOCIATES INSURANCE GROUP.
Book profile
KELLY & ASSOCIATES INSURANCE GROUP, brokers 3 insured contracts for 3 employers, across 2 states, led by MD, NY.
The book is entirely dental coverage.
DELTA DENTAL OF PENNSYLVANIA writes the most contracts in the book (1, about 33%); THE PAUL REVERE LIFE INSURANCE COMPANY, UNITED CONCORDIA INSURANCE COMPANY follow.
Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| AUBURN COMMUNITY HOSPITAL | AUBURN, NY | THE PAUL REVERE LIFE INSURANCE COMPANY | Jan 1FY2025 |
| DB CONSULTING GROUP, INC. | BETHESDA, MD | DELTA DENTAL OF PENNSYLVANIA | Jul 1FY2024 |
| CALVIN B. TAYLOR BANKING COMPANY | BERLIN, MD | UNITED CONCORDIA INSURANCE COMPANY | Jan 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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