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CHARTER OAK FINANCIAL, INC.

Company Details

Entity Name: CHARTER OAK FINANCIAL, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 03 May 2007
Business ALEI: 0898406
Annual report due: 03 May 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 330 WHITNEY AVE SUITE 600, HOLYOKE, MA, 01040, United States
Mailing address: 330 WHITNEY AVE SUITE 600, HOLYOKE, MA, United States, 01040
Place of Formation: MASSACHUSETTS
E-Mail: shraird@halloransage.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401(K) PROFIT SHARING PLAN 2019 208742915 2020-04-29 CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 86
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 2038597905
Plan sponsor’s address 2321 WHITNEY AVE, STE 402, HAMDEN, CT, 06518

Signature of
Role Plan administrator
Date 2020-04-29
Name of individual signing FRANK STELLATO
Valid signature Filed with authorized/valid electronic signature
CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401(K) PROFIT SHARING PLAN 2018 208742915 2019-06-03 CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 88
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 2038597905
Plan sponsor’s address 2321 WHITNEY AVE, STE 402, HAMDEN, CT, 06518

Signature of
Role Plan administrator
Date 2019-06-03
Name of individual signing FRANK STELLATO
Valid signature Filed with authorized/valid electronic signature
CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401(K) PROFIT SHARING PLAN 2017 208742915 2018-06-21 CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 2038597905
Plan sponsor’s address 2321 WHITNEY AVE, STE 402, HAMDEN, CT, 06518

Signature of
Role Plan administrator
Date 2018-06-21
Name of individual signing LINDA TROIANO
Valid signature Filed with authorized/valid electronic signature
CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401(K) PROFIT SHARING PLAN 2016 208742915 2017-06-02 CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 2038597905
Plan sponsor’s address 2321 WHITNEY AVE, STE 402, HAMDEN, CT, 06518

Signature of
Role Plan administrator
Date 2017-06-02
Name of individual signing LINDA TROIANO
Valid signature Filed with authorized/valid electronic signature
CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN 2015 208742915 2016-05-12 CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 65
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 8606782900
Plan sponsor’s address 76 BATTERSON PARK ROAD - 1ST FLOOR, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2016-05-12
Name of individual signing LINDA TROIANO
Valid signature Filed with authorized/valid electronic signature
CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN 2014 208742915 2015-06-04 CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 60
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 8606741800
Plan sponsor’s address 76 BATTERSON PARK ROAD, 1ST FLOOR, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2015-06-04
Name of individual signing LINDA TROIANO
Valid signature Filed with authorized/valid electronic signature
CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN 2013 208742915 2014-05-28 CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 58
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 8606741800
Plan sponsor’s address 76 BATTERSON PARK ROAD, 1ST FLOOR, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 208742915
Plan administrator’s name CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO.
Plan administrator’s address 330 WHITNEY AVENUE, SUITE 600, HOLYOKE, MA, 01040
Administrator’s telephone number 4135392000

Signature of
Role Plan administrator
Date 2014-05-28
Name of individual signing LINDA TROIANO
Valid signature Filed with authorized/valid electronic signature
CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 401K PROFIT SHARING PLAN 2012 208742915 2013-06-28 CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 8606741800
Plan sponsor’s address 76 BATTERSON PARK ROAD, 1ST FLOOR, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 208742915
Plan administrator’s name CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO.
Plan administrator’s address 330 WHITNEY AVENUE, SUITE 600, HOLYOKE, MA, 01040
Administrator’s telephone number 4135392000

Signature of
Role Plan administrator
Date 2013-06-28
Name of individual signing LINDA TROIANO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address E-Mail
Secretary of State Agent 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States dshrair@cooleyshrair.com

Officer

Name Role Business address Residence address
FRANK STELLATO Officer 330 WHITNEY AVENUE, HOLYOKE, MA, 01040, United States 475 NORTH LAKE SHORE DRIVE, FONTANA, WI, 53125, United States
BRENDAN NAUGHTON Officer 330 WHITNEY AVENUE, HOLYOKE, MA, 01040, United States 501 MERRIT 7 CORPORATE PARK, NORWALK, CT, 06851, United States
BRAD SOMMA Officer 330 WHITNEY AVENUE, HOLYOKE, MA, 01040, United States 48 S. SERVICE ROAD, SUITE 400, MELVILLE, NY, 11747, United States

Director

Name Role Business address Residence address
BRAD SOMMA Director 330 WHITNEY AVENUE, HOLYOKE, MA, 01040, United States 48 S. SERVICE ROAD, SUITE 400, MELVILLE, NY, 11747, United States
BRENDAN NAUGHTON Director 330 WHITNEY AVENUE, HOLYOKE, MA, 01040, United States 501 MERRIT 7 CORPORATE PARK, NORWALK, CT, 06851, United States

History

Type Old value New value Date of change
Name change CHARTER OAK INSURANCE AND FINANCIAL SERVICES CO. CHARTER OAK FINANCIAL, INC. 2018-08-10

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012290296 2024-04-03 No data Annual Report Annual Report No data
BF-0011420664 2023-04-03 No data Annual Report Annual Report No data
BF-0010365147 2022-04-18 No data Annual Report Annual Report 2022
0007339795 2021-05-17 No data Annual Report Annual Report 2021
0006898897 2020-05-06 No data Annual Report Annual Report 2020
0006555871 2019-05-13 No data Annual Report Annual Report 2019
0006231630 2018-08-10 2018-08-10 Amendment Amend Name No data
0006173805 2018-05-02 No data Annual Report Annual Report 2018
0005840459 2017-05-10 No data Annual Report Annual Report 2017
0005840454 2017-05-10 No data Annual Report Annual Report 2015

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Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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