Fundz
Fundz
Benefits Intelligence/Broker Directory/Maine

Barresi Financial, Inc

Presque Isle, ME

Barresi Financial, Inc of Presque Isle, ME is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $66,435 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$66,435
plan year 2025

Quick answer

Barresi Financial, Inc (Presque Isle, 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 Barresi Financial, Inc have?
Barresi Financial, Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Barresi Financial, Inc's largest employer clients?
By plan participants, the largest include Aroostook County Act Program, Inc (149 participants) and The Witham Family, LLC (132 participants).
How much does Barresi Financial, Inc earn in commissions?
Insurers reported $66,435 in broker commissions paid to Barresi Financial, Inc for plan year 2025, per Schedule A Part 1.
Where is Barresi Financial, Inc located?
Barresi Financial, Inc is based in Presque Isle, ME.
How does Barresi Financial, Inc rank among benefits brokers in Maine?
Barresi Financial, Inc ranks #47 by employer clients among the 50 most active benefits brokers based in Maine.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Barresi Financial, 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
Aroostook County Act Program, IncME1492024-12-31
The Witham Family, LLCME1322026-02-28

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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)

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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.