Form 5500 · Employee benefit plan · CLINTON, MD
WILLIAM H. METCALFE & SONS, INC.
WILLIAM H. METCALFE & SONS, INC. of CLINTON, MD files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is KELLY & ASSOCIATES INSURANCE GROUP. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-0819008 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 97 | June | $15,634 |
| DOMINION NATIONAL | Dental | 85 | June | $4,498 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 41 | June | $3,176 |
| EYEMED VISION CARE OBO FIDELITY SECURITY LIFE INSURANCE | Vision | 121 | June | $1,962 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 87 | June | $354 |
Questions
Who is WILLIAM H. METCALFE & SONS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WILLIAM H. METCALFE & SONS, INC.'s broker of record is KELLY & ASSOCIATES INSURANCE GROUP.
What insurance carrier does WILLIAM H. METCALFE & SONS, INC. use?
WILLIAM H. METCALFE & SONS, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.
When does WILLIAM H. METCALFE & SONS, INC.'s group plan renew?
The most recent Schedule A policy period for WILLIAM H. METCALFE & SONS, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WILLIAM H. METCALFE & SONS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.