Healy & Associates, Inc
Portland, ME
Healy & Associates, Inc of Portland, ME is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $10,137 in reported broker commissions (plan year 2025).
Quick answer
Healy & Associates, Inc (Portland, ME) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Healy & Associates, Inc have?
- Healy & Associates, Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Healy & Associates, Inc's largest employer clients?
- By plan participants, the largest include Kennebec Valley Community Action Program (287 participants).
- How much does Healy & Associates, Inc earn in commissions?
- Insurers reported $10,137 in broker commissions and $3,540 in fees paid to Healy & Associates, Inc for plan year 2025, per Schedule A Part 1.
- Where is Healy & Associates, Inc located?
- Healy & Associates, Inc is based in Portland, ME.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Healy & Associates, Inc 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 |
|---|---|---|---|
| Kennebec Valley Community Action Program | ME | 287 | 2025-03-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
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.