Robert Kennedy
Portland, ME
Robert Kennedy of Portland, ME is the broker of record on 6 Form 5500 Schedule A filings covering 6 employer benefit plans across 3 states, with $49,808 in reported broker commissions (plan year 2025).
Quick answer
Robert Kennedy (Portland, ME) is the broker of record for 6 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Robert Kennedy have?
- Robert Kennedy is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 3 states.
- Who are Robert Kennedy's largest employer clients?
- By plan participants, the largest include Forbo America Services, Inc. (338 participants), Roush & Yates Racing Engines, LLC (225 participants) and Jha Services (162 participants).
- How much does Robert Kennedy earn in commissions?
- Insurers reported $49,808 in broker commissions paid to Robert Kennedy for plan year 2025, per Schedule A Part 1.
- Where is Robert Kennedy located?
- Robert Kennedy is based in Portland, ME and has employer clients in 3 states.
- How does Robert Kennedy rank among benefits brokers in Maine?
- Robert Kennedy ranks #16 by employer clients among the 50 most active benefits brokers based in Maine.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Robert Kennedy 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 |
|---|---|---|---|
| Forbo America Services, Inc. | DE | 338 | 2024-12-31 |
| Roush & Yates Racing Engines, LLC | NC | 225 | 2024-12-31 |
| Jha Services | ME | 162 | 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)
- Acadia Benefits Inc: 26 employer clients, $2,735,004 reported commissions (Portland)
- 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.