Universal Fidelity Life Insurance Company

Duncan, OK

West Virginia

Registered In

06/22/2001

Incorp. Date

Foreign

Registration Type

Oklahoma

Foreign Jurisdiction

Company Summary

Universal Fidelity Life Insurance Company in Duncan, OK lists Carleton Brent Haggard of Oklahoma City, OK and Penney L. Stewart of Duncan, OK

Registered In: West Virginia
Incorporation Date: 06/22/2001
Registration Type: Foreign
Foreign Jurisdiction: Oklahoma
Company Type: C | Corporation
Status: Not Available
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Carleton Brent Haggard President	13931 QUAIL POINTE DR, OKLAHOMA CITY, OK 73134
Penney L. Stewart Vice President	815 W ASH AVE, DUNCAN, OK 73533
Kyle D Conrad Director	13931 QUAIL POINTE DR, OKLAHOMA CITY, OK 73134
Carleton Brent Haggard Director	13931 QUAIL POINTE DR, OKLAHOMA CITY, OK 73134
Kyle D Conrad Secretary	13931 QUAIL POINTE DR, OKLAHOMA CITY, OK 73134
Brandye M Mccart Treasurer	13931 QUAIL POINTE DR, OKLAHOMA CITY, OK 73134
Lorene A. Hay (Chief Financial Officer) + Jodi M. Cooper (Officer)	8308 BEVERLY DR N, RICHLAND HILLS, TX 76182
C. Brent Haggard (Chief Executive Officer) + Penney L. Stewart (Officer)	15316 BURNING SPRING RD, EDMOND, OK 73013

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815 W ASH AVE, DUNCAN, OK 73533 View Map
209 W WASHINGTON ST, CHARLESTON, WV 25302 View Map
13931 QUAIL POINTE DR, OKLAHOMA CITY, OK 73134 (Mailing) View Map

Financial Information for Universal Fidelity Life Insurance Company

Form 5500

UNIVERSAL FIDELITY LIFE INSURANCE COMPANY

815 West Ash Ave., Duncan, Ok 73533 (800) 366-8354 EIN:73-0493220 Plan Admin:Luann Caudill

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameUNIVERSAL FIDELITY LIFE INSURANCE COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY83 / 76 Assets BOY/EOY$0 / $0	2022	UNIVERSAL FIDELITY LIFE INSURANCE COMPANY 401(K) PLAN - Plan #001	83 / 76	$0 / $0
2021	Plan NameUNIVERSAL FIDELITY LIFE INSURANCE COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY97 / 124 Assets BOY/EOY$1,575,182 / $1,734,864	2021	UNIVERSAL FIDELITY LIFE INSURANCE COMPANY 401(K) PLAN - Plan #001	97 / 124	$1,575,182 / $1,734,864
2020	Plan NameUNIVERSAL FIDELITY LIFE INSURANCE COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY99 / 97 Assets BOY/EOY$1,428,347 / $1,575,182	2020	UNIVERSAL FIDELITY LIFE INSURANCE COMPANY 401(K) PLAN - Plan #001	99 / 97	$1,428,347 / $1,575,182
2019	Plan NameUNIVERSAL FIDELITY LIFE INSURANCE COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY101 / 99 Assets BOY/EOY$1,199,400 / $1,428,347	2019	UNIVERSAL FIDELITY LIFE INSURANCE COMPANY 401(K) PLAN - Plan #001	101 / 99	$1,199,400 / $1,428,347

Benefit & Retirement Plans based on Form 5500.

PPP Loans

UNIVERSAL FIDELITY LIFE INSURANCE COMPANY

13931 Quail Pointe Dr, OKLAHOMA CITY, OK 73134-1002 Industry:Direct Life Insurance Carriers

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$820,500 Forgiven$825,176 LenderBancFirst Jobs101	04/07/2020	$820,500	$825,176	BancFirst	101

PPP Loans based on Paycheck Protection Program.

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Address Match:815 W Ash Ave Duncan, OK

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Address Match:209 W Washington St Charleston, WV

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Person/City Match:Carleton Brent Haggard - Oklahoma City, OK

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The following government agencies have contributed data:

West Virginia Secretary of State U.S. Department of Labor U.S. Small Business Administration

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