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  5. BEAZLEY USA SERVICES, INC.

BEAZLEY USA SERVICES, INC.

Company Details

Entity Name: BEAZLEY USA SERVICES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 08 Oct 2003
Business ALEI: 0762187
Annual report due: 08 Oct 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States
Mailing address: 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, United States, 06107
ZIP code: 06107
County: Hartford
Place of Formation: DELAWARE
E-Mail: emma.shaker@beazley.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BEAZLEY USA SERVICES, INC. 401(K) PLAN 2012 830363539 2013-10-15 BEAZLEY USA SERVICES, INC. 327
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524150
Sponsor’s telephone number 8606773785
Plan sponsor’s mailing address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Plan sponsor’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 830363539
Plan administrator’s name BEAZLEY USA SERVICES, INC.
Plan administrator’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606773785

Number of participants as of the end of the plan year
Active participants 314
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 55
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 323
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2013-10-15
Name of individual signing TRACY SCHWEIGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-15
Name of individual signing TRACY SCHWEIGER
Valid signature Filed with authorized/valid electronic signature
BEAZLEY USA SERVICES, INC. 401(K) PLAN 2012 830363539 2013-10-30 BEAZLEY USA SERVICES, INC. 327
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524150
Sponsor’s telephone number 8606773785
Plan sponsor’s mailing address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Plan sponsor’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 830363539
Plan administrator’s name BEAZLEY USA SERVICES, INC.
Plan administrator’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606773785

Number of participants as of the end of the plan year
Active participants 314
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 55
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 323
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2013-10-30
Name of individual signing TRACY SCHWEIGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-30
Name of individual signing TRACY SCHWEIGER
Valid signature Filed with authorized/valid electronic signature
BEAZLEY USA SERVICES, INC. 401(K) PLAN 2011 830363539 2012-10-12 BEAZLEY USA SERVICES, INC. 342
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524150
Sponsor’s telephone number 8606773780
Plan sponsor’s mailing address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Plan sponsor’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 830363539
Plan administrator’s name BEAZLEY USA SERVICES, INC.
Plan administrator’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606773780

Number of participants as of the end of the plan year
Active participants 312
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 46
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 297
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2012-10-12
Name of individual signing TRACY SCHWEIGER
Valid signature Filed with authorized/valid electronic signature
BEAZLEY USA SERVICES, INC. 401(K) PLAN 2010 830363539 2011-10-14 BEAZLEY USA SERVICES, INC. 319
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524150
Sponsor’s telephone number 8606773780
Plan sponsor’s mailing address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Plan sponsor’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 830363539
Plan administrator’s name BEAZLEY USA SERVICES, INC.
Plan administrator’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606773780

Number of participants as of the end of the plan year
Active participants 307
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 50
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 285
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2011-10-14
Name of individual signing TRACY SCHWEIGER
Valid signature Filed with authorized/valid electronic signature
BEAZLEY USA SERVICES, INC. 401(K) PLAN 2010 830363539 2011-10-14 BEAZLEY USA SERVICES, INC. 319
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524150
Sponsor’s telephone number 8606773780
Plan sponsor’s mailing address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Plan sponsor’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 830363539
Plan administrator’s name BEAZLEY USA SERVICES, INC.
Plan administrator’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606773780

Number of participants as of the end of the plan year
Active participants 307
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 50
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 285
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2011-10-14
Name of individual signing TRACY SCHWEIGER
Valid signature Filed with authorized/valid electronic signature
BEAZLEY USA SERVICES, INC. 401(K) PLAN 2010 830363539 2011-10-14 BEAZLEY USA SERVICES, INC. 319
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524150
Sponsor’s telephone number 8606773780
Plan sponsor’s mailing address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Plan sponsor’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 830363539
Plan administrator’s name BEAZLEY USA SERVICES, INC.
Plan administrator’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606773780

Number of participants as of the end of the plan year
Active participants 307
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 50
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 285
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2011-10-14
Name of individual signing TRACY SCHWEIGER
Valid signature Filed with authorized/valid electronic signature
BEAZLEY USA SERVICES, INC. 401(K) PLAN 2009 830363539 2010-10-15 BEAZLEY USA SERVICES, INC. 180
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524150
Sponsor’s telephone number 8606773722
Plan sponsor’s mailing address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Plan sponsor’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 830363539
Plan administrator’s name BEAZLEY USA SERVICES, INC.
Plan administrator’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606773722

Number of participants as of the end of the plan year
Active participants 283
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 36
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 258
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2010-10-15
Name of individual signing TRACY SCHWEIGER
Valid signature Filed with authorized/valid electronic signature
BEAZLEY USA SERVICES, INC. 401(K) PLAN 2009 830363539 2010-10-15 BEAZLEY USA SERVICES, INC. 180
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524150
Sponsor’s telephone number 8606773722
Plan sponsor’s mailing address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Plan sponsor’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 830363539
Plan administrator’s name BEAZLEY USA SERVICES, INC.
Plan administrator’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606773722

Number of participants as of the end of the plan year
Active participants 283
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 36
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 258
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2010-10-15
Name of individual signing TRACY SCHWEIGER
Valid signature Filed with authorized/valid electronic signature
BEAZLEY USA SERVICES, INC. WELFARE PLAN 2009 830363539 2010-07-16 BEAZLEY USA SERVICES, INC 197
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2004-11-01
Business code 524150
Sponsor’s telephone number 8606773785
Plan sponsor’s mailing address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Plan sponsor’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 830363539
Plan administrator’s name BEAZLEY USA SERVICES, INC
Plan administrator’s address 30 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606773785

Number of participants as of the end of the plan year
Active participants 288
Retired or separated participants receiving benefits 8
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2010-07-15
Name of individual signing TRACY SCHWEIGER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
C T CORPORATION SYSTEM Agent

Officer

Name Role Business address Residence address
Junior Bammeke Officer 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States 2 Blue Slip, 5M, Brooklyn, NY, 11222-7283, United States
Adrian Cox Officer 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States
Larry Griffin Officer 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States
Richard Montminy Officer 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States
Jackie Fahey Officer 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States
DEB KAUFMAN Officer 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States 6 RIDGEWAY STREET, NEWINGTON, CT, 06111, United States
Daria Sullivan Officer 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States 30 Batterson Park Rd, Farmington, CT, 06032-2545, United States
Christine P. Oldridge Officer 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States

Director

Name Role Business address Residence address
Munira A. Hirji Director 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States
Richard Montminy Director 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States
Bethany Greenwood Director 65 MEMORIAL ROAD SUITE 320, WEST HARTFORD, CT, 06107, United States 30 Batterson Park Rd, Farmington, CT, 06032-2545, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012081296 2024-09-12 No data Annual Report Annual Report No data
BF-0012588318 2024-03-20 2024-03-20 Interim Notice Interim Notice No data
BF-0012588300 2024-03-20 2024-03-20 Change of Business Address Business Address Change No data
BF-0011276484 2023-09-08 No data Annual Report Annual Report No data
BF-0010346644 2022-09-12 No data Annual Report Annual Report 2022
BF-0009818441 2021-09-27 No data Annual Report Annual Report No data
0006984617 2020-09-23 No data Annual Report Annual Report 2020
0006637049 2019-09-04 No data Annual Report Annual Report 2019
0006637055 2019-09-04 No data Change of Business Address Business Address Change No data
0006244253 2018-09-10 No data Annual Report Annual Report 2018

Related by officers

Junior Bammeke

Beazley Security, LLC BEAZLEY HOLDINGS, INC. BEAZLEY NEWCO CAPTIVE COMPANY, INC.

Adrian Cox

BEAZLEY HOLDINGS, INC.

Jackie Fahey

BEAZLEY NEWCO CAPTIVE COMPANY, INC.

Bethany Greenwood

Beazley Excess and Surplus Insurance, Inc.

Daria Sullivan

Beazley Excess and Surplus Insurance, Inc. BEAZLEY HOLDINGS, INC.

Christine P. Oldridge

BEAZLEY NEWCO CAPTIVE COMPANY, INC.

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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