PlanOptica

Healey & Associates

Mailing address (most recent filing)
PO BOX 599
PORTLAND, ME 04112
Total comp
$505K
Commissions
$490K
Fees
$15K
Filings
14
Sponsors
14

Healey & Associates summary

Healey & Associates appears as a broker on 14 Form 5500 Schedule A filings for 14 employer sponsors. Insurers reported $505K in commissions and fees paid to Healey & Associates. Most client plans are sponsored in ME. The most common carriers in the book are Standard Insurance Company, Tokio Marine HCC and Lincoln Financial Group. The largest clients include Kennebec Behavioral Health and Kennebec Valley Community Action Program.

Primary-broker plans
8
Covered premium
$7.2M
Market share
0.004%
Of all reported broker comp

Top 8 client plans by premium

Plans where Healey & Associates is the primary broker on the latest filing

Top client states

  • ME8 plans

Frequently asked questions

Who uses Healey & Associates?
14 employer sponsors list Healey & Associates as a broker on Schedule A of Form 5500. The largest clients include Kennebec Behavioral Health, Kennebec Valley Community Action Program and Port Resources. Most client plans are sponsored in ME.
How many employer plans does Healey & Associates serve?
Healey & Associates appears on 14 Schedule A filings for 14 employer health and benefits plan sponsors.
How much does Healey & Associates earn?
Insurers reported $505K in total compensation paid to Healey & Associates: $490K in commissions and $15K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

See 7 Healey & Associates analytics panels with Pro.
Pro unlocks:
  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-8 of 8 sponsors where Healey & Associates is the primary broker (latest filing per plan).

See 8 client plans with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • Every client plan on this book
  • Sponsor and plan names
  • Premium and broker pay per plan
  • Carrier on each plan