Daly Insurance Brokerage Services, LLC
Massachusetts
Registered In
07/14/2021
Incorp. Date
Foreign
Registration Type
Connecticut
Foreign Jurisdiction
Company Summary
Daly Insurance Brokerage Services, LLC at 86 Summit Ave STE 303, Summit, Nj 07901 lists Bruce Donaldson as the associate.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Connecticut
- Company Type
- Foreign Limited Liability Company (Llc)
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Registered Agent Solutions, Inc.
Registered Agent
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44 SCHOOL ST STE 505, BOSTON, MA 02108
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Bruce Donaldson
Manager
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
View Map
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Financial Information for Daly Insurance Brokerage Services, LLC
Form 5500
DALY INSURANCE BROKERAGE SERVICES, LLC
200 Executive Blvd., Suite 4j, Southington, Ct 06489 (860) 677-5707 EIN:06-1501404 Plan Admin:Kelly Daly| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameDALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 0 Assets BOY/EOY$3,433,205 / $0 | 2023 | DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN - Plan #001 | 13 / 0 | $3,433,205 / $0 |
| 2022 | Plan NameDALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$3,851,758 / $3,433,205 | 2022 | DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN - Plan #001 | 13 / 14 | $3,851,758 / $3,433,205 |
| 2021 | Plan NameDALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,327,132 / $3,851,758 | 2021 | DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN - Plan #001 | 13 / 13 | $3,327,132 / $3,851,758 |
| 2020 | Plan NameDALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,801,808 / $3,327,132 | 2020 | DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN - Plan #001 | 13 / 13 | $2,801,808 / $3,327,132 |
| 2019 | Plan NameDALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,253,688 / $2,801,808 | 2019 | DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN - Plan #001 | 13 / 13 | $2,253,688 / $2,801,808 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
DALY INSURANCE BROKERAGE SERVICES, LLC
231 Farmington Avenue, Farmington,, CT 06032 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$215,105 Forgiven$217,044 LenderSantander Bank, National Association Jobs13 | 04/30/2020 | $215,105 | $217,044 | Santander Bank, National Association | 13 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Daly Insurance Brokerage Services, LLC
Registered in New York
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Farmington, CT | View Report | |
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Daly Insurance Brokerage Services, LLC
Registered in Connecticut
|
Rocky Hill, CT Southington, CT | View Report | |
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Daly Insurance Brokerage Services, LLC
Registered in Virginia
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Mechanicsville, VA Southington, CT (1 more) | View Report | |
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Daly Insurance Brokerage Services, LLC
Registered in Oregon
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Farmington, CT Southington, CT | View Report |
Address Match:86 Summit Ave Ste 303 Summit, NJ
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Simplicity Financial Distributors Inc.
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Charleston, WV Summit, NJ | View Report | |
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Futurity First Insurance Agency Inc.
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Independent Planners Group, LLC
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Lenz Financial Group, Inc.
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Portland, OR Summit, NJ | View Report | |
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Lone Beacon Media LLC
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Optima Diversified Insurance Agency, LLC
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Summit, NJ Boston, MA (1 more) | View Report | |
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Producer Resources Inc.
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Summit, NJ Downers Grove, IL | View Report | |
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Simplicity Financial Investment Services Inc.
Registered in California
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Austin, TX Summit, NJ | View Report | |
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The Sunderland Group of North Dakota, LTD.
Registered in Virginia
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Mechanicsville, VA Summit, NJ (1 more) | View Report | |
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Triton Brokerage Group, Inc.
Registered in Massachusetts
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Boston, MA Summit, NJ (1 more) | View Report | |
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Was Insurance, LLC
Registered in Massachusetts
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Summit, NJ Elkhorn, NE (2 more) | View Report | |
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Simplicity Financial Distributors Inc.
Registered in Utah
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Salt Lake City, UT Summit, NJ | View Report | |
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Simplicity Financial Distributors Inc.
Registered in Idaho
|
Hartford, CT Summit, NJ | View Report | |
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Simplicity Financial Investment Services Inc.
Registered in Idaho
|
Boise, ID Summit, NJ | View Report | |
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Simplicity Life Inc.
Registered in Idaho
|
Hartford, CT Summit, NJ | View Report | |
|
Insurmark, Inc.
Registered in North Carolina
|
Raleigh, NC Summit, NJ | View Report | |
|
Simplicity Financial Marketing Inc.
Registered in Utah
|
Salt Lake City, UT Summit, NJ | View Report | |
|
Insurmark, Inc.
Registered in New Hampshire
|
Summit, NJ | View Report | |
|
Simplicity Financial Investment Services Inc.
Registered in New Hampshire
|
Concord, NH Summit, NJ | View Report | |
|
Simplicity Life Inc.
Registered in New Hampshire
|
Summit, NJ | View Report |
Address Match:86 Summit Ave Summit, NJ
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Simplicity Financial Distributors Inc.
Registered in North Dakota
|
Bismarck, ND Summit, NJ | View Report | |
|
Simplicity Financial Distributors Inc.
Registered in Massachusetts
|
Boston, MA Summit, NJ | View Report | |
|
Simplicity Financial Investment Services Inc.
Registered in Florida
|
Summit, NJ | View Report | |
|
Simplicity Financial Investment Services Inc.
Registered in North Dakota
|
Bismarck, ND Summit, NJ | View Report | |
|
Simplicity Financial Marketing Inc. (Dba Sfm Financial Marketing Inc.)
Registered in North Dakota
|
Bismarck, ND Summit, NJ | View Report | |
|
Simplicity Life Inc.
Registered in Washington
|
Hartford, CT Summit, NJ | View Report | |
|
The Sunderland Group, LTD.
Registered in North Dakota
|
Bismarck, ND Summit, NJ | View Report | |
|
Wealthwise Partners LLC
Registered in Washington
|
Canton, GA Summit, NJ | View Report | |
|
America's First Financial Corporation
Registered in Kansas
|
Summit, NJ Topeka, KS | View Report | |
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Davis Financial Services Holding, Inc.
Registered in Montana
|
Helena, MT Summit, NJ | View Report | |
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Simplicity Financial Marketing Inc.
Registered in Montana
|
Helena, MT Summit, NJ | View Report | |
|
Simplicity Life Inc.
Registered in Montana
|
Helena, MT Summit, NJ | View Report | |
|
Simplicity Financial Investment Services Inc.
Registered in Alabama
|
Montgomery, AL Summit, NJ | View Report | |
|
Simplicity Financial Investment Services Inc.
Registered in Alaska
|
Anchorage, AK Summit, NJ | View Report |
The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
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