Peter Michael Foley Jr
Portland, ME
Peter Michael Foley Jr of Portland, ME is the broker of record on 16 Form 5500 Schedule A filings covering 11 employer benefit plans across 7 states, with $3,700 in reported broker commissions (plan year 2025).
Quick answer
Peter Michael Foley Jr (Portland, ME) is the broker of record for 11 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Peter Michael Foley Jr have?
- Peter Michael Foley Jr is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 7 states.
- Who are Peter Michael Foley Jr's largest employer clients?
- By plan participants, the largest include Unum Group (9,176 participants), W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants) and Granite Bay Care, Inc. (424 participants).
- How much does Peter Michael Foley Jr earn in commissions?
- Insurers reported $3,700 in broker commissions and $74 in fees paid to Peter Michael Foley Jr for plan year 2025, per Schedule A Part 1.
- Where is Peter Michael Foley Jr located?
- Peter Michael Foley Jr is based in Portland, ME and has employer clients in 7 states.
- How does Peter Michael Foley Jr rank among benefits brokers in Maine?
- Peter Michael Foley Jr ranks #11 by employer clients among the 50 most active benefits brokers based in Maine.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Peter Michael Foley Jr 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 |
|---|---|---|---|
| Unum Group | TN | 9,176 | 2025-12-31 |
| W. G. Yates & Sons Construction Company & Affiliated Companies | MS | 1,309 | 2025-12-31 |
| Granite Bay Care, Inc. | NH | 424 | 2025-12-31 |
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Other benefits brokers in Maine
- Cross Insurance: 146 employer clients, $6,400,213 reported commissions (Bangor)
- Cross Benefit Solutions: 113 employer clients, $4,036,874 reported commissions (Augusta)
- Disability Rms: 61 employer clients (Portland)
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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.