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Form 5500 · Employee benefit plan · PORTLAND, ME

PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP

PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is VARNEY & COMPANY BENEFITS ADVISORS. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0502585 · plan 501 · as of Jul 2026

Participants
189
Carriers on file
3
Disclosed commissions
$71,026
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED HEALTHCARE INSURANCE COMPANYHealth, Dental, Vision255December$59,830
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability172December$9,502
UNUM INSURANCE COMPANY0December$1,694

Questions

Who is PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP's benefits broker?

Per its most recent Form 5500 Schedule A, PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP's broker of record is VARNEY & COMPANY BENEFITS ADVISORS.

What insurance carrier does PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP use?

PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP's benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.

When does PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP's group plan renew?

The most recent Schedule A policy period for PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.