| Entity Name: | UPDIKE, KELLY & SPELLACY, P.C. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 19 Jan 1970 |
| Business ALEI: | 0047554 |
| Annual report due: | 19 Jan 2025 |
| NAICS code: | 813920 - Professional Organizations |
| Business address: | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States |
| Mailing address: | 225 Asylum Street, 20th Floor, HARTFORD, CT, United States, 06103 |
| ZIP code: | 06103 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 10000 |
| E-Mail: | tkoscho@uks.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | UPDIKE, KELLY & SPELLACY, P.C., RHODE ISLAND | 000968902 | RHODE ISLAND |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UPDIKE, KELLY & SPELLACY, P.C. PROFIT SHARING PLAN | 2023 | 060859435 | 2024-06-04 | UPDIKE, KELLY & SPELLACY, P.C. | 99 | |||||||||||||||||||||||||||||||||||||||||||
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| UPDIKE, KELLY & SPELLACY, P.C. WELFARE PLAN | 2021 | 060859435 | 2024-02-27 | UPDIKE, KELLY & SPELLACY, P.C. | 71 | |||||||||||||||||||||||||||||||||||||||||||
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| Active participants | 71 |
| Retired or separated participants receiving benefits | 1 |
| Other retired or separated participants entitled to future benefits | 0 |
Signature of
| Role | Plan administrator |
| Date | 2024-02-27 |
| Name of individual signing | DENEEN SEIFEL |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 1970-01-01 |
| Business code | 541110 |
| Sponsor’s telephone number | 8605482600 |
| Plan sponsor’s mailing address | GOODWIN SQUARE, 225 ASYLUM ST FL 20, HARTFORD, CT, 061031532 |
| Plan sponsor’s address | GOODWIN SQUARE, 225 ASYLUM ST FL 20, HARTFORD, CT, 061031532 |
Number of participants as of the end of the plan year
| Active participants | 71 |
| Retired or separated participants receiving benefits | 1 |
| Other retired or separated participants entitled to future benefits | 0 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-28 |
| Name of individual signing | DENEEN SEIFEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 1970-01-01 |
| Business code | 541110 |
| Sponsor’s telephone number | 8605482600 |
| Plan sponsor’s mailing address | 100 PEARL ST FL 17, HARTFORD, CT, 061034511 |
| Plan sponsor’s address | 100 PEARL ST FL 17, HARTFORD, CT, 061034511 |
Number of participants as of the end of the plan year
| Active participants | 71 |
| Retired or separated participants receiving benefits | 1 |
| Other retired or separated participants entitled to future benefits | 0 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-13 |
| Name of individual signing | DENEEN SEIFEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 1970-01-01 |
| Business code | 541110 |
| Sponsor’s telephone number | 8605482660 |
| Plan sponsor’s mailing address | 100 PEARL ST, HARTFORD, CT, 061034506 |
| Plan sponsor’s address | 100 PEARL ST, HARTFORD, CT, 061034506 |
Number of participants as of the end of the plan year
| Active participants | 90 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 0 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-28 |
| Name of individual signing | DENEEN SEIFEL |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-07-28 |
| Name of individual signing | JOHN ALISSI |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 1970-01-01 |
| Business code | 541110 |
| Sponsor’s telephone number | 8605482660 |
| Plan sponsor’s mailing address | PO BOX 231277, HARTFORD, CT, 061231277 |
| Plan sponsor’s address | 100 PEARL STREET, HARTFORD, CT, 06103 |
Number of participants as of the end of the plan year
| Active participants | 88 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 0 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
Signature of
| Role | Plan administrator |
| Date | 2019-07-31 |
| Name of individual signing | JOHN ALISSI |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2019-07-31 |
| Name of individual signing | JOHN ALISSI |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 1970-01-01 |
| Business code | 541110 |
| Sponsor’s telephone number | 8605482660 |
| Plan sponsor’s mailing address | PO BOX 231277, HARTFORD, CT, 061231277 |
| Plan sponsor’s address | 100 PEARL STREET, HARTFORD, CT, 06103 |
Number of participants as of the end of the plan year
| Active participants | 86 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 0 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
Signature of
| Role | Plan administrator |
| Date | 2018-07-30 |
| Name of individual signing | JOHN WOLTER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2018-07-30 |
| Name of individual signing | JOHN WOLTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 1970-01-01 |
| Business code | 541110 |
| Sponsor’s telephone number | 8605482660 |
| Plan sponsor’s mailing address | PO BOX 231277, HARTFORD, CT, 061231277 |
| Plan sponsor’s address | 100 PEARL STREET, 17TH FLOOR, HARTFORD, CT, 06103 |
Number of participants as of the end of the plan year
| Active participants | 97 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 0 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
Signature of
| Role | Plan administrator |
| Date | 2017-07-26 |
| Name of individual signing | JOHN WOLTER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2017-07-26 |
| Name of individual signing | JOHN WOLTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1977-01-01 |
| Business code | 541110 |
| Sponsor’s telephone number | 8605482600 |
| Plan sponsor’s address | 100 PEARL STREET, HARTFORD, CT, 06103 |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 1970-01-01 |
| Business code | 541110 |
| Sponsor’s telephone number | 8605482660 |
| Plan sponsor’s mailing address | PO BOX 231277, HARTFORD, CT, 061231277 |
| Plan sponsor’s address | 100 PEARL STREET, 17TH FLOOR, HARTFORD, CT, 06103 |
Number of participants as of the end of the plan year
| Active participants | 89 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 0 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
Signature of
| Role | Plan administrator |
| Date | 2016-07-29 |
| Name of individual signing | JOHN WOLTER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2016-07-29 |
| Name of individual signing | JOHN WOLTER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JOHN J. ALISSI | Agent | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | +1 860-805-3513 | tkoscho@uks.com | 10 BREWSTER DRIVE, WEST HARTFORD, CT, 06117, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| MARK J. ZIMMERMANN | Officer | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | No data | No data | 1178 SILAS DEANE HIGHWAY, #415, WETHERSFIELD, CT, 06109, United States |
| BRIAN C. COURTNEY | Officer | 265 Church Street, Century Tower, 10th Floor, New Haven, CT, 06510, United States | No data | No data | 155 BLAKE RD., HAMDEN, CT, 06517, United States |
| KERRY C. CALLAHAN | Officer | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | No data | No data | 21 PENFIELD PLACE, FARMINGTON, CT, 06032, United States |
| DONALD W. DOEG | Officer | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | No data | No data | 41 BASSWOOD ROAD, FARMINGTON, CT, 06032, United States |
| PAUL N. GILMORE | Officer | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | No data | No data | 8 BRADLEY ROAD, SIMSBURY, CT, 06070, United States |
| EVAN S. GOLDSTEIN | Officer | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | No data | No data | 44 HIGH STREET, FARMINGTON, CT, 06032, United States |
| JOHN F. WOLTER | Officer | 179 Main Street, 100 Plaza Middlesex, Middletown, CT, 06457, United States | No data | No data | 16 CHITTENDEN LANE, P. O. BOX 393, EAST HADDAM, CT, 06423, United States |
| JAMES M. CONNOR | Officer | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | No data | No data | 470 WEIR STREET, GLASTONBURY, CT, 06033, United States |
| DAVID J. MONZ | Officer | 265 Church Street, Century Tower, 10th Floor, New Haven, CT, 06510, United States | No data | No data | 23 WINDSOR ROAD, NORTH HAVEN, CT, 06473, United States |
| ROBERT M. DECRESCENZO | Officer | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | No data | No data | 84 DRUMLIN ROAD, SOUTH GLASTONBURY, CT, 06073, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JOHN MULCAHY | Director | 265 Church Street, Century Tower, 10th Floor, New Haven, CT, 06510, United States | No data | No data | 425 N. Main Street, WALLINGFORD, CT, 06492, United States |
| EVAN S. GOLDSTEIN | Director | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | No data | No data | 44 HIGH STREET, FARMINGTON, CT, 06032, United States |
| CHRISTOPHER L. BRIGHAM | Director | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | No data | No data | 6 UPLANDS DRIVE, WEST HARTFORD, CT, 06107, United States |
| JOHN J. ALISSI | Director | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | +1 860-805-3513 | tkoscho@uks.com | 10 BREWSTER DRIVE, WEST HARTFORD, CT, 06117, United States |
| R. ALISHA VERDONE | Director | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | No data | No data | 1010 GOODALE HILL ROAD, GLASTONBURY, CT, 06033, United States |
| KEVIN J. MCELENEY | Director | 225 Asylum Street, 20th Floor, HARTFORD, CT, 06103, United States | No data | No data | 33 APRIL DRIVE, GLASTONBURY, CT, 06033, United States |
| RICHARD D. CARELLA | Director | 179 Main Street, 100 Plaza Middlesex, Middletown, CT, 06457, United States | No data | No data | 85 HIGH STREET, PORTLAND, CT, 06480, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012215858 | 2024-01-09 | No data | Annual Report | Annual Report | No data |
| BF-0011088341 | 2023-01-18 | No data | Annual Report | Annual Report | No data |
| BF-0010177226 | 2022-01-24 | No data | Annual Report | Annual Report | 2022 |
| 0007077719 | 2021-01-25 | No data | Annual Report | Annual Report | 2021 |
| 0006739898 | 2020-02-03 | No data | Annual Report | Annual Report | 2020 |
| 0006326178 | 2019-01-18 | No data | Annual Report | Annual Report | 2019 |
| 0006025942 | 2018-01-23 | No data | Annual Report | Annual Report | 2018 |
| 0005749362 | 2017-01-25 | No data | Annual Report | Annual Report | 2017 |
| 0005679493 | 2016-10-24 | No data | Annual Report | Annual Report | 2016 |
| 0005679511 | 2016-10-24 | No data | Interim Notice | Interim Notice | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
