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Benefits Intelligence/Broker Directory/Maine

Healey Associates Inc

Portland, ME

Healey Associates Inc of Portland, ME is the broker of record on 22 Form 5500 Schedule A filings covering 5 employer benefit plans, with $527,166 in reported broker commissions (plan year 2018).

Employer clients
5
distinct plan sponsors
Schedule A filings
22
States served
1
Reported commissions
$527,166
plan year 2018
Reported fees
$11,812

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.

EmployerStateParticipantsPlan year end
Vip Parts, Tires And ServiceME4852002-07-31
Husson CollegeME2652013-12-31
Kennebec Valley Community Action ProgramME1872019-03-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.