Healey & Associates Inc
Portland, ME
Healey & Associates Inc of Portland, ME is the broker of record on 26 Form 5500 Schedule A filings covering 10 employer benefit plans, with $900,165 in reported broker commissions (plan year 2025).
Quick answer
Healey & Associates Inc (Portland, ME) is the broker of record for 10 employer benefit plan sponsors on 26 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Healey & Associates Inc have?
- Healey & Associates Inc is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors.
- Who are Healey & Associates Inc's largest employer clients?
- By plan participants, the largest include Kennebec Behavioral Health (442 participants), Kennebec Valley Community Action Program (279 participants) and New Communities, Inc. (251 participants).
- How much does Healey & Associates Inc earn in commissions?
- Insurers reported $900,165 in broker commissions and $55,554 in fees paid to Healey & Associates Inc for plan year 2025, per Schedule A Part 1.
- Where is Healey & Associates Inc located?
- Healey & Associates Inc is based in Portland, ME.
- How does Healey & Associates Inc rank among benefits brokers in Maine?
- Healey & Associates Inc ranks #12 by employer clients among the 50 most active benefits brokers based in Maine.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Healey & Associates Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Kennebec Behavioral Health | ME | 442 | 2026-01-31 |
| Kennebec Valley Community Action Program | ME | 279 | 2026-03-31 |
| New Communities, Inc. | ME | 251 | 2025-12-31 |
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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.