| Entity Name: | YHB INVESTMENT ADVISORS, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 11 Dec 1989 |
| Business ALEI: | 0241441 |
| Annual report due: | 11 Dec 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States |
| Mailing address: | 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, United States, 06107 |
| ZIP code: | 06107 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 10000 |
| E-Mail: | aspace@yhbia.com |
| E-Mail: | mark@yhbia.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | YHB INVESTMENT ADVISORS, INC., FLORIDA | F01000002943 | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1469219 | 29 SOUTH MAIN ST., STE. 306, WEST HARTFORD, CT, 06107-2417 | 29 SOUTH MAIN ST., STE. 306, WEST HARTFORD, CT, 06107-2417 | 860-561-7050 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2024-10-22 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-28
| Form type | N-PX |
| File number | 028-13567 |
| Filing date | 2024-08-28 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-15
| Form type | 13F-HR/A |
| File number | 028-13567 |
| Filing date | 2024-08-15 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-08-01
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2024-08-01 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-26
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2024-04-26 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-29
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2024-01-29 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-23
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2023-10-23 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-10
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2023-08-10 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-08
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2023-05-08 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-12
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2023-01-12 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-03
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2022-11-03 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-14
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2022-07-14 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-14
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2022-04-14 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-18
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2022-01-18 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-28
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2021-10-28 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-15
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2021-07-15 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-22
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2021-04-22 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-21
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2021-01-21 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-02
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2020-11-02 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-20
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2020-07-20 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-16
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2020-04-16 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-27
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2020-01-27 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-15
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2019-10-15 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-15
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2019-07-15 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-29
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2019-04-29 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-11
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2019-01-11 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-10-29
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2018-10-29 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-09
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2018-07-09 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-04-16
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2018-04-16 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-01-16
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2018-01-16 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-06
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2017-11-06 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-07-31
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2017-07-31 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-10
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2017-05-10 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-10
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2017-02-10 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-10-24
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2016-10-24 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-07-22
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2016-07-22 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-04-19
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2016-04-19 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-01-29
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2016-01-29 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-10-28
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2015-10-28 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-07-30
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2015-07-30 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-04-20
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2015-04-20 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-01-30
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2015-01-30 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-10-14
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2014-10-14 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-07-29
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2014-07-29 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-05-01
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2014-05-01 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-01-14
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2014-01-14 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-10-15
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2013-10-15 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-07-23
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2013-07-23 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-05-03
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2013-05-03 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-01
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2013-02-01 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-10-22
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2012-10-22 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-07-20
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2012-07-20 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-04-27
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2012-04-27 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-02-01
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2012-02-01 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-10-26
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-10-26 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-10-26
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-10-26 |
| Reporting date | 2000-09-30 |
| File | View File |
Filings since 2011-10-26
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-10-26 |
| Reporting date | 2000-06-30 |
| File | View File |
Filings since 2011-10-26
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-10-26 |
| Reporting date | 2000-03-31 |
| File | View File |
Filings since 2011-07-20
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-07-20 |
| Reporting date | 2002-03-31 |
| File | View File |
Filings since 2011-07-20
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-07-20 |
| Reporting date | 2001-09-30 |
| File | View File |
Filings since 2011-07-20
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-07-20 |
| Reporting date | 2001-06-30 |
| File | View File |
Filings since 2011-07-20
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-07-20 |
| Reporting date | 2001-03-31 |
| File | View File |
Filings since 2011-07-20
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-07-20 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-05-03
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-05-03 |
| Reporting date | 2003-06-30 |
| File | View File |
Filings since 2011-05-03
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-05-03 |
| Reporting date | 2003-03-31 |
| File | View File |
Filings since 2011-05-03
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-05-03 |
| Reporting date | 2002-09-30 |
| File | View File |
Filings since 2011-05-03
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-05-03 |
| Reporting date | 2002-06-30 |
| File | View File |
Filings since 2011-05-03
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-05-03 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-01-27
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-01-27 |
| Reporting date | 2004-09-30 |
| File | View File |
Filings since 2011-01-27
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-01-27 |
| Reporting date | 2004-06-30 |
| File | View File |
Filings since 2011-01-27
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-01-27 |
| Reporting date | 2004-03-31 |
| File | View File |
Filings since 2011-01-27
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-01-27 |
| Reporting date | 2003-09-30 |
| File | View File |
Filings since 2011-01-27
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2011-01-27 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-11-01
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-11-01 |
| Reporting date | 2010-09-30 |
| File | View File |
Filings since 2010-11-01
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-11-01 |
| Reporting date | 2006-09-30 |
| File | View File |
Filings since 2010-11-01
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-11-01 |
| Reporting date | 2006-06-30 |
| File | View File |
Filings since 2010-11-01
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-11-01 |
| Reporting date | 2006-03-31 |
| File | View File |
Filings since 2010-11-01
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-11-01 |
| Reporting date | 2005-09-30 |
| File | View File |
Filings since 2010-11-01
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-11-01 |
| Reporting date | 2005-06-30 |
| File | View File |
Filings since 2010-11-01
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-11-01 |
| Reporting date | 2005-03-31 |
| File | View File |
Filings since 2010-08-04
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-08-04 |
| Reporting date | 2007-09-30 |
| File | View File |
Filings since 2010-08-04
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-08-04 |
| Reporting date | 2007-06-30 |
| File | View File |
Filings since 2010-08-04
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-08-04 |
| Reporting date | 2007-03-31 |
| File | View File |
Filings since 2010-08-04
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-08-04 |
| Reporting date | 2008-09-30 |
| File | View File |
Filings since 2010-08-04
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-08-04 |
| Reporting date | 2008-06-30 |
| File | View File |
Filings since 2010-08-04
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-08-04 |
| Reporting date | 2008-03-31 |
| File | View File |
Filings since 2010-08-04
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-08-04 |
| Reporting date | 2010-06-30 |
| File | View File |
Filings since 2010-05-13
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-05-13 |
| Reporting date | 1999-12-31 |
| File | View File |
Filings since 2010-05-13
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-05-13 |
| Reporting date | 2000-12-31 |
| File | View File |
Filings since 2010-05-13
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-05-13 |
| Reporting date | 2001-12-31 |
| File | View File |
Filings since 2010-05-13
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-05-13 |
| Reporting date | 2002-12-31 |
| File | View File |
Filings since 2010-05-13
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-05-13 |
| Reporting date | 2003-12-31 |
| File | View File |
Filings since 2010-05-13
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-05-13 |
| Reporting date | 2010-03-31 |
| File | View File |
Filings since 2010-02-11
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-02-11 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2010-02-11
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-02-11 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2010-02-11
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-02-11 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2010-02-11
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-02-11 |
| Reporting date | 2004-12-31 |
| File | View File |
Filings since 2010-02-04
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2010-02-04 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-11-06
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2009-11-06 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2009-11-06
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2009-11-06 |
| Reporting date | 2009-03-31 |
| File | View File |
Filings since 2009-11-05
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2009-11-05 |
| Reporting date | 2009-09-30 |
| File | View File |
Filings since 2009-08-07
| Form type | 13F-HR |
| File number | 028-13567 |
| Filing date | 2009-08-07 |
| Reporting date | 2009-06-30 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN | 2023 | 061283359 | 2024-09-30 | YHB INVESTMENT ADVISORS, INC. | 31 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-09-30 |
| Name of individual signing | PAUL MARTEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8605617050 |
| Plan sponsor’s address | 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-10 |
| Name of individual signing | PAUL MARTEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8605617050 |
| Plan sponsor’s address | 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-26 |
| Name of individual signing | PAUL MARTEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8605617050 |
| Plan sponsor’s address | 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-08 |
| Name of individual signing | PAUL MARTEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8605617050 |
| Plan sponsor’s address | 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8605617050 |
| Plan sponsor’s address | 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107 |
Signature of
| Role | Plan administrator |
| Date | 2019-07-03 |
| Name of individual signing | PAUL MARTEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8605617050 |
| Plan sponsor’s address | 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107 |
Signature of
| Role | Plan administrator |
| Date | 2018-07-30 |
| Name of individual signing | PAUL MARTEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8605617050 |
| Plan sponsor’s address | 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107 |
Signature of
| Role | Plan administrator |
| Date | 2017-02-27 |
| Name of individual signing | PAUL MARTEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8605617050 |
| Plan sponsor’s address | 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107 |
Signature of
| Role | Plan administrator |
| Date | 2016-06-17 |
| Name of individual signing | PAUL MARTEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8605617050 |
| Plan sponsor’s address | 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107 |
Signature of
| Role | Plan administrator |
| Date | 2015-04-08 |
| Name of individual signing | PAUL MARTEL |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| ANNE A. SPACE | Officer | 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States | 24 TANNERY COURT, GLASTONBURY, CT, 06033, United States |
| MARK WILSON EVERETTE | Officer | 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States | 16 Morningside Drive, Weatogue, CT, 06089, United States |
| DENNIS P. HANNIGAN | Officer | 29 SOUTH MAIN ST., STE. 306, WEST HARTFORD, CT, 06107, United States | 63 ARNOLDALE ROAD, WEST HARTFORD, CT, 06119, United States |
| PAUL ROGER MARTEL | Officer | 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States | 8 CARYN LANE, WEATOGUE, CT, 06089, United States |
| LINDA L. MOREL | Officer | 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States | 21 COVE ROAD, LYME, CT, 06371, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| PAUL ROGER MARTEL | Director | 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States | 8 CARYN LANE, WEATOGUE, CT, 06089, United States |
| LINDA L. MOREL | Director | 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States | 21 COVE ROAD, LYME, CT, 06371, United States |
| MARK WILSON EVERETTE | Director | 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States | 16 Morningside Drive, Weatogue, CT, 06089, United States |
| ANNE A. SPACE | Director | 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States | 24 TANNERY COURT, GLASTONBURY, CT, 06033, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| PAUL R. MARTEL | Agent | 29 S. MAIN ST. SUITE 306, WEST HARTFORD, CT, 06107, United States | 29 S. MAIN ST. SUITE 306, WEST HARTFORD, CT, 06107, United States | +1 860-306-7733 | paul@yhbia.com | 8 CARYN LANE, WEATOGUE, CT, 06089, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012400329 | 2024-11-26 | No data | Annual Report | Annual Report | No data |
| BF-0012475245 | 2023-12-04 | No data | Annual Report | Annual Report | No data |
| BF-0010192477 | 2022-11-28 | No data | Annual Report | Annual Report | 2022 |
| BF-0011052876 | 2022-11-03 | 2022-11-03 | Amendment | Certificate of Amendment | No data |
| BF-0009829587 | 2021-11-22 | No data | Annual Report | Annual Report | No data |
| 0007022305 | 2020-11-19 | No data | Annual Report | Annual Report | 2020 |
| 0006691321 | 2019-12-05 | No data | Annual Report | Annual Report | 2019 |
| 0006600005 | 2019-07-18 | No data | Interim Notice | Interim Notice | No data |
| 0006305940 | 2019-01-03 | No data | Annual Report | Annual Report | 2018 |
| 0006310024 | 2019-01-03 | 2019-01-03 | Change of Agent | Agent Change | No data |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
