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Form 5500 · Employee benefit plan · JOPPA, MD

MARK/TRECE, INC.

Public Form 5500 records show how MARK/TRECE, INC. (JOPPA, MD) structures its employee benefits. Its broker of record is KELLY & ASSOCIATES INSURANCE GROUP. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in August.

Benefits broker of record
Plan renews
August

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-0782923 · plan 501 · as of Jul 2026

Participants
149
Carriers on file
5
Disclosed commissions
$4,689
Renewal month
August

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability172August$3,372
UNITED OF OMAHA LIFE INSURANCE COMPANYLife172August$1,317
HCC LIFE INSURANCE COMPANYStop-loss140July$0
UNITED OF OMAHA LIFE INSURANCE COMPANY98August$0
UNITED OF OMAHA LIFE INSURANCE COMPANY105February$0

Questions

Who is MARK/TRECE, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, MARK/TRECE, INC.'s broker of record is KELLY & ASSOCIATES INSURANCE GROUP.

What insurance carrier does MARK/TRECE, INC. use?

MARK/TRECE, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does MARK/TRECE, INC.'s group plan renew?

The most recent Schedule A policy period for MARK/TRECE, INC. ended in August. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MARK/TRECE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.