BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Kelly Insurance & Investment, Inc

Annapolis, MD

Kelly Insurance & Investment, Inc collected $346,532 in commissions and fees from 5 employer health plans in plan year 2024 filings, ranking #1206 among 12,126 brokers named in the public record. Most of its named clients are in Maryland.

Commissions + fees
$346,532
$85,670 commissions · $260,862 fees
Employer plans
5
13 contracts
Rank
#1206
top 10% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Ferguson Trenching Company, Inc. · Maryland$159,490221
Severn Management Company, LLC · Maryland$81,524293
G & G Outfitters, Inc. · Maryland$53,080298
Providence of Maryland, Inc. · Maryland$49,351175
Lincoln Manufacturing, Inc. · Texas$3,087144

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

4 plans
1 plans

How much does Kelly Insurance & Investment, Inc earn from employer health plans?

In plan year 2024 filings, employers reported paying Kelly Insurance & Investment, Inc $346,532: $85,670 in commissions and $260,862 in fees, across 13 insurance contracts at 5 employers. That ranks #1206 of 12,126 brokers in the public record.

What commission rate is paid on plans Kelly Insurance & Investment, Inc brokers?

Not enough fully insured medical plans name Kelly Insurance & Investment, Inc as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Kelly Insurance & Investment, Inc?

The largest reported payers in 2024 were Ferguson Trenching Company, Inc., Severn Management Company, LLC, G & G Outfitters, Inc.. Maryland is its biggest state by employer count (4 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

Is this your company's plan? Get a written review of the filing.
A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.