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Benefits Intelligence/Broker Directory/Maine

Barresi Financial, Inc

Presque Isle, ME

Barresi Financial, Inc of Presque Isle, ME is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $66,007 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$66,007
plan year 2024

Employer clients

Plan sponsors naming Barresi Financial, Inc 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
Aroostook County Act Program, IncME1492024-12-31
The Witham Family, LLCME1292025-02-28

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.