Benefits broker of record · PRESQUE ISLE, ME
BARRESI FINANCIAL, INC
BARRESI FINANCIAL, INC of PRESQUE ISLE, ME is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
6 contracts on file name BARRESI FINANCIAL, INC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
BARRESI FINANCIAL, INC brokers 6 insured contracts for 3 employers, all in Maine.
Dental is the largest line (2 contracts), followed by disability (2), health (1), vision (1).
DELTA DENTAL PLAN OF MAINE writes the most contracts in the book (2, about 33%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY, RED TREE INSURANCE COMPANY, INC. follow.
Renewals concentrate on March 1: 83% of the dated welfare contracts have policy years ending in February, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 2 · disability 2 · health 1 · vision 1 · life 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| THE WITHAM FAMILY, LLC | ELLSWORTH, ME | AETNA LIFE INSURANCE COMPANY | Mar 1FY2025 |
| THE WITHAM FAMILY, LLC | ELLSWORTH, ME | DELTA DENTAL PLAN OF MAINE | Mar 1FY2025 |
| THE WITHAM FAMILY LLC | ELLSWORTH, ME | DELTA DENTAL PLAN OF MAINE | Mar 1FY2024 |
| THE WITHAM FAMILY, LLC | ELLSWORTH, ME | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Mar 1FY2025 |
| AROOSTOOK COUNTY ACT PROGRAM, INC | PRESQUE ISLE, ME | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
more contract in BARRESI FINANCIAL, INC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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