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WARD BROKERAGE ASSOCIATES, LLC

Headquarter

Company Details

Entity Name: WARD BROKERAGE ASSOCIATES, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 01 Jun 2009
Business ALEI: 0973663
Annual report due: 31 Mar 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 60 AVON MEADOW LANE, AVON, CT, 06001, United States
Mailing address: 60 AVON MEADOW LANE P.O. BOX 517, AVON, CT, United States, 06001
ZIP code: 06001
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: jon@wardbrokerage.com

Links between entities

Type Company Name Company Number State
Headquarter of WARD BROKERAGE ASSOCIATES, LLC 4058714 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WARD BROKERAGE ASSOCIATES, LLC 401K PLAN 2023 611598891 2024-07-23 WARD BROKERAGE ASSOCIATES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-02-01
Business code 524210
Sponsor’s telephone number 8607613775
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2024-07-23
Name of individual signing JONATHAN WARD
Valid signature Filed with authorized/valid electronic signature
WARD BROKERAGE ASSOCIATES, LLC 401K PLAN 2022 611598891 2023-07-10 WARD BROKERAGE ASSOCIATES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-02-01
Business code 524210
Sponsor’s telephone number 8607613775
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2023-07-10
Name of individual signing JONATHAN WARD
Valid signature Filed with authorized/valid electronic signature
WARD BROKERAGE ASSOCIATES, LLC 401K PLAN 2021 611598891 2022-06-09 WARD BROKERAGE ASSOCIATES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-02-01
Business code 524210
Sponsor’s telephone number 8607613775
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2022-06-09
Name of individual signing JONATHAN WARD
Valid signature Filed with authorized/valid electronic signature
WARD BROKERAGE ASSOCIATES, LLC 401K PLAN 2020 611598891 2021-05-12 WARD BROKERAGE ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-02-01
Business code 524210
Sponsor’s telephone number 8607613775
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2021-05-12
Name of individual signing JONATHAN WARD
Valid signature Filed with authorized/valid electronic signature
WARD BROKERAGE ASSOCIATES, LLC 401K PLAN 2019 611598891 2020-06-19 WARD BROKERAGE ASSOCIATES, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-02-01
Business code 524210
Sponsor’s telephone number 8607613775
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2020-06-19
Name of individual signing JONATHAN WARD
Valid signature Filed with authorized/valid electronic signature
WARD BROKERAGE ASSOCIATES, LLC 401K PLAN 2018 611598891 2019-06-12 WARD BROKERAGE ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-02-01
Business code 524210
Sponsor’s telephone number 8607613775
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2019-06-12
Name of individual signing JONATHAN WARD
Valid signature Filed with authorized/valid electronic signature
WARD BROKERAGE ASSOCIATES, LLC 401K PLAN 2017 611598891 2018-07-02 WARD BROKERAGE ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-02-01
Business code 524210
Sponsor’s telephone number 8607613775
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2018-07-02
Name of individual signing JONATHAN WARD
Valid signature Filed with authorized/valid electronic signature
WARD BROKERAGE ASSOCIATES, LLC 401K PLAN 2016 611598891 2017-08-19 WARD BROKERAGE ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-02-01
Business code 524210
Sponsor’s telephone number 8607613775
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2017-08-19
Name of individual signing JONATHAN WARD
Valid signature Filed with authorized/valid electronic signature
WARD BROKERAGE ASSOCIATES, LLC 401K PLAN 2015 611598891 2016-07-27 WARD BROKERAGE ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-02-01
Business code 524210
Sponsor’s telephone number 8607613775
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001
WARD BROKERAGE ASSOCIATES, LLC 401K PLAN 2014 611598891 2015-08-11 WARD BROKERAGE ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-02-01
Business code 812990
Sponsor’s telephone number 8607613775
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2015-08-11
Name of individual signing JONATHAN WARD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JONATHAN WARD Agent 60 AVON MEADOW LANE, AVON, CT, 06001, United States 60 AVON MEADOW LANE, AVON, CT, 06001, United States +1 860-707-3119 info@wardbrokerage.com 181 LOOMIS DRIVE, APT. 141, WEST HARTFORD, CT, 06107, United States

Officer

Name Role Business address Phone E-Mail Residence address
JONATHAN WARD Officer 60 AVON MEADOW LANE, AVON, CT, 06001, United States +1 860-707-3119 info@wardbrokerage.com 181 LOOMIS DRIVE, APT. 141, WEST HARTFORD, CT, 06107, United States
RYAN N. MECCA Officer 60 AVON MEADOW LANE, AVON, CT, 06001, United States No data No data 16 FAWN HILL ROAD, BURLINGTON, CT, 06013, United States
WILLIAM H. WARD Officer 60 AVON MEADOW LANE, AVON, CT, 06001, United States No data No data 32 SWEETHEART MOUNTAIN ROAD, CANTON, CT, 06019, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012278854 2024-03-16 No data Annual Report Annual Report No data
BF-0011175307 2023-05-30 No data Annual Report Annual Report No data
BF-0010236926 2022-03-23 No data Annual Report Annual Report 2022
0007349545 2021-05-22 No data Annual Report Annual Report 2021
0006914652 2020-05-30 No data Annual Report Annual Report 2020
0006441022 2019-03-11 No data Annual Report Annual Report 2019
0006127404 2018-03-17 No data Annual Report Annual Report 2018
0005925487 2017-08-18 2017-08-18 Interim Notice Interim Notice No data
0005858162 2017-06-06 No data Annual Report Annual Report 2015
0005858203 2017-06-06 No data Annual Report Annual Report 2017

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website