Insurance Trust
Westbrook, ME
Insurance Trust of Westbrook, ME is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $1,028 in reported broker commissions (plan year 2025).
Quick answer
Insurance Trust (Westbrook, ME) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Insurance Trust have?
- Insurance Trust is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Insurance Trust's largest employer clients?
- By plan participants, the largest include Cu Insurance Solutions LLC (1,051 participants) and Synergent (197 participants).
- How much does Insurance Trust earn in commissions?
- Insurers reported $1,028 in broker commissions paid to Insurance Trust for plan year 2025, per Schedule A Part 1.
- Where is Insurance Trust located?
- Insurance Trust is based in Westbrook, ME.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Insurance Trust 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 |
|---|---|---|---|
| Cu Insurance Solutions LLC | ME | 1,051 | 2025-12-31 |
| Synergent | ME | 197 | 2025-12-31 |
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Other benefits brokers in Maine
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- Cross Benefit Solutions: 113 employer clients, $4,036,874 reported commissions (Augusta)
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- Clark Insurance: 22 employer clients, $577,626 reported commissions (Portland)
- Healey & Associates Inc: 10 employer clients, $900,165 reported commissions (Portland)
- Varney & Company Benefits Advisors: 16 employer clients, $792,004 reported commissions (Bangor)
- Uig Inc.: 12 employer clients, $420,621 reported commissions (Portland)
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.