Form 5500 · Employee benefit plan · SPARKS, MD
KELLY & ASSOCIATES INSURANCE GROUP
KELLY & ASSOCIATES INSURANCE GROUP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is KELLY & ASSOCIATES INSRUANCE GROUP. Coverage is written through TRANSAMERICA LIFE INSURANCE COMPANY and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1066374 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 40 | December | $17,976 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 366 | December | $0 |
| UNITED HEALTHCARE INSURANCE COMPANY | — | 361 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 141 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 54 | December | $0 |
| FIDELITY SECURITY LIFE INSURANCE | Vision | 432 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 39 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 491 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 451 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 208 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 56 | December | $0 |
Questions
Who is KELLY & ASSOCIATES INSURANCE GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, KELLY & ASSOCIATES INSURANCE GROUP's broker of record is KELLY & ASSOCIATES INSRUANCE GROUP.
What insurance carrier does KELLY & ASSOCIATES INSURANCE GROUP use?
KELLY & ASSOCIATES INSURANCE GROUP's benefit plan is written through TRANSAMERICA LIFE INSURANCE COMPANY, among 11 disclosed carriers.
When does KELLY & ASSOCIATES INSURANCE GROUP's group plan renew?
The most recent Schedule A policy period for KELLY & ASSOCIATES INSURANCE GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KELLY & ASSOCIATES INSURANCE GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.