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Benefits Intelligence/Broker Directory/Maryland

Alan R Schulman

Olney, MD

Alan R Schulman of Olney, MD is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $16,179 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$16,179
plan year 2024

Quick answer

Alan R Schulman (Olney, MD) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Alan R Schulman have?
Alan R Schulman is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Alan R Schulman's largest employer clients?
By plan participants, the largest include Kerecis, LLC (449 participants) and First Bank And Trust Company (166 participants).
How much does Alan R Schulman earn in commissions?
Insurers reported $16,179 in broker commissions paid to Alan R Schulman for plan year 2024, per Schedule A Part 1.
Where is Alan R Schulman located?
Alan R Schulman is based in Olney, MD.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Alan R Schulman on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Kerecis, LLCVA4492025-06-30
First Bank And Trust CompanyVA1662024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.