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DALY INSURANCE BROKERAGE SERVICES, LLC

Headquarter

Company Details

Entity Name: DALY INSURANCE BROKERAGE SERVICES, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 09 Dec 1997 (Companies founded in December 1997)
Business ALEI: 0577534
Annual report due: 31 Mar 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 86 Summit Ave Ste 303, Summit, NJ, 07901, United States
Mailing address: 86 Summit Ave Ste 303, Summit, NJ, United States, 07901
Place of Formation: CONNECTICUT
E-Mail: ars@rasi.com

Links between entities

Type Company Name Company Number State
Headquarter of DALY INSURANCE BROKERAGE SERVICES, LLC 2313865 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN 2022 061501404 2023-05-22 DALY INSURANCE BROKERAGE SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606775707
Plan sponsor’s address 200 EXECUTIVE BLVD., SUITE 4J, SOUTHINGTON, CT, 06489

Signature of
Role Plan administrator
Date 2023-05-22
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN 2022 061501404 2023-11-09 DALY INSURANCE BROKERAGE SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606775707
Plan sponsor’s address 200 EXECUTIVE BLVD., SUITE 4J, SOUTHINGTON, CT, 06489

Signature of
Role Plan administrator
Date 2023-11-09
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN 2021 061501404 2022-07-14 DALY INSURANCE BROKERAGE SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606775707
Plan sponsor’s address 200 EXECUTIVE BLVD., SUITE 4J, SOUTHINGTON, CT, 06489

Signature of
Role Plan administrator
Date 2022-07-14
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-14
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN 2020 061501404 2021-05-14 DALY INSURANCE BROKERAGE SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606775707
Plan sponsor’s address 200 EXECUTIVE BLVD., SUITE 4J, SOUTHINGTON, CT, 06489

Signature of
Role Plan administrator
Date 2021-05-14
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN 2019 061501404 2020-06-23 DALY INSURANCE BROKERAGE SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606775707
Plan sponsor’s address 231 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2020-06-23
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-23
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN 2018 061501404 2019-04-24 DALY INSURANCE BROKERAGE SERVICES, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606775707
Plan sponsor’s address 231 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2019-04-24
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-24
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN 2017 061501404 2018-04-23 DALY INSURANCE BROKERAGE SERVICES, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606775707
Plan sponsor’s address 231 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2018-04-23
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN 2016 061501404 2017-04-18 DALY INSURANCE BROKERAGE SERVICES, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606775707
Plan sponsor’s address 231 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2017-04-18
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-18
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN 2015 061501404 2016-07-27 DALY INSURANCE BROKERAGE SERVICES, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606775707
Plan sponsor’s address 231 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2016-07-27
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-27
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature
DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN 2014 061501404 2015-05-27 DALY INSURANCE BROKERAGE SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606775707
Plan sponsor’s address 231 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2015-05-27
Name of individual signing KELLY DALY
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
Simplicity Financial Marketing Holdings Inc Officer 86 Summit Ave, 303, SUMMIT, NJ, 07901, United States No data
Bruce Donaldson Officer 86 Summit Ave Ste 303, Summit, NJ, 07901, United States 86 Summit Ave Ste 303, Summit, NJ, 07901, United States

Agent

Name Role
REGISTERED AGENT SOLUTIONS, INC. Agent

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012171613 2024-02-29 No data Annual Report Annual Report No data
BF-0011264662 2023-05-17 No data Annual Report Annual Report No data
BF-0011704091 2023-02-17 2023-02-17 Change of Agent Agent Change No data
BF-0010199975 2022-03-03 No data Annual Report Annual Report 2022
0007298282 2021-04-13 2021-04-13 Change of Business Address Business Address Change No data
0007098306 2021-02-01 No data Annual Report Annual Report 2021
0006780830 2020-02-25 No data Annual Report Annual Report 2020
0006411300 2019-02-26 No data Annual Report Annual Report 2019
0006341135 2019-01-28 No data Annual Report Annual Report 2018
0006002570 2018-01-11 No data Annual Report Annual Report 2017

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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