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Benefits Intelligence/Broker Directory/Maine

Northeast Financial Strategies

Cape Elizabeth, ME

Northeast Financial Strategies of Cape Elizabeth, ME is the broker of record on 9 Form 5500 Schedule A filings covering 2 employer benefit plans, with $78,914 in reported broker commissions (plan year 2019).

Employer clients
2
distinct plan sponsors
Schedule A filings
9
States served
1
Reported commissions
$78,914
plan year 2019
Reported fees
$99,144

Employer clients

Plan sponsors naming Northeast Financial Strategies 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
Houlton Regional HospitalME3522009-12-31
Calais Regional HospitalME1902018-12-31

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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Other benefits brokers in Maine

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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.