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OBERG INSURANCE AGENCY, INC.

Company Details

Entity Name: OBERG INSURANCE AGENCY, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 12 Jun 2001 (Companies founded in June 2001)
Business ALEI: 0683666
Annual report due: 12 Jun 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 33 MAIN STREET, NEWTOWN, CT, 06470, United States
Mailing address: 33 MAIN ST, NEWTOWN, CT, United States, 06470
ZIP code: 06470 (Companies in Fairfield, 06470)
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: obergi@snet.net

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OBERG INSURANCE AGENCY, INC. RETIREMENT TRUST 2023 061618769 2024-08-15 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2024-08-15
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY, INC. RETIREMENT TRUST 2022 061618769 2023-07-07 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2023-07-07
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2021 061618769 2022-07-26 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2020 061618769 2021-07-27 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2021-07-27
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2019 061618769 2020-07-20 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2020-07-20
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2018 061618769 2019-07-17 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2019-07-17
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2017 061618769 2018-09-19 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2018-09-19
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2016 061618769 2017-09-06 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST., NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2017-09-06
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2015 061618769 2016-10-13 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST., NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2016-10-13
Name of individual signing OBERG INSURANCE AGENCY INC
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2014 061618769 2015-10-07 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST., NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2015-10-07
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-07
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MICHAEL B. NAHOUM Agent 103 S. MAIN ST #4, NEWTOWN, CT, 06470, United States 103 S. MAIN ST #4, NEWTOWN, CT, 06470, United States +1 203-426-2332 obergi@snet.net 93 BRUSHY HILL ROAD, NEWTOWN, CT, 06470, United States

Officer

Name Role Business address Residence address
RANDALL B. OBERG Officer 33 MAIN ST, NEWTOWN, CT, 06470, United States 1120 Bantam Rd, Bantam, CT, 06750-1406, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012230909 2024-07-12 No data Annual Report Annual Report No data
BF-0011404496 2023-05-15 No data Annual Report Annual Report No data
BF-0010650086 2022-08-11 No data Annual Report Annual Report No data
BF-0008923139 2022-05-18 No data Annual Report Annual Report 2016
BF-0008923136 2022-05-18 No data Annual Report Annual Report 2017
BF-0008923138 2022-05-18 No data Annual Report Annual Report 2020
BF-0008923137 2022-05-18 No data Annual Report Annual Report 2018
BF-0009961927 2022-05-18 No data Annual Report Annual Report No data
BF-0008923135 2022-05-18 No data Annual Report Annual Report 2019
0007241584 2021-03-18 No data Annual Report Annual Report 2015

Related by officers

MICHAEL B. NAHOUM

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Related by address

33 MAIN STREET, NEWTOWN, CT, 06470, United States

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Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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