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  5. ADVANCED BENEFIT STRATEGIES, INC.

ADVANCED BENEFIT STRATEGIES, INC.

Date of last update: 21 Apr 2025. Data updated weekly.

Companies that start with "ADVANCED"

Company Details

Entity Name: ADVANCED BENEFIT STRATEGIES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report past due
Date Formed: 16 Jan 1997
Business ALEI: 0552118
Annual report due: 16 Jan 2026
Business address: 30 MILL STREET, UNIONVILLE, CT, 06085, United States
Mailing address: 30 MILL STREET, UNIONVILLE, CT, United States, 06085
ZIP code: 06085
County: Hartford
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: srepka@abs125.com

Small and Minority Owned Details

Certification Type: SBE
Class Description: No minority race/ethnicity identified
Woman Owned: Not Identified as Women-Owned
Disabled Owned: Not disabled-owned
Active Date: 1998-10-26
Expiration Date: 1999-12-31
Status: Expired
Product: Independent insurance agency assisting individuals & groups in purchasing & servicing health, disability, life insurance and annuities, 401 (k) plans, IRA's etc.
Number Of Employees: 8
Goods And Services Description: Financial and Insurance Services

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Companies doing Insurance agencies and brokerages

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVANCED BENEFIT STRATEGIES, INC. SAFE HARBOR 401(K) PLAN 2023 061471862 2024-06-10 ADVANCED BENEFIT STRATEGIES, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606754227
Plan sponsor’s address 30 MILL STREET, UNIONVILLE, CT, 06085

Signature of
Role Plan administrator
Date 2024-06-10
Name of individual signing SANDRA DAVIS
Valid signature Filed with authorized/valid electronic signature
ADVANCED BENEFIT STRATEGIES, INC. SAFE HARBOR 401(K) PLAN 2022 061471862 2023-07-24 ADVANCED BENEFIT STRATEGIES, INC. 22
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606754227
Plan sponsor’s address 30 MILL STREET, UNIONVILLE, CT, 06085

Signature of
Role Plan administrator
Date 2023-07-23
Name of individual signing SANDRA DAVIS
Valid signature Filed with authorized/valid electronic signature
ADVANCED BENEFIT STRATEGIES, INC. SAFE HARBOR 401(K) PLAN 2021 061471862 2022-07-18 ADVANCED BENEFIT STRATEGIES, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606754227
Plan sponsor’s address 30 MILL STREET, UNIONVILLE, CT, 06085

Signature of
Role Plan administrator
Date 2022-07-18
Name of individual signing SANDRA DAVIS
Valid signature Filed with authorized/valid electronic signature
ADVANCED BENEFIT STRATEGIES, INC. SAFE HARBOR 401K PLAN 2020 061471862 2021-06-01 ADVANCED BENEFIT STRATEGIES, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606754227
Plan sponsor’s address 30 MILL STREET, UNIONVILLE, CT, 06085

Signature of
Role Plan administrator
Date 2021-06-01
Name of individual signing SANDRA DAVIS
Valid signature Filed with authorized/valid electronic signature
ADVANCED BENEFIT STRATEGIES, INC. SAFE HARBOR 401K PLAN 2019 061471862 2020-07-31 ADVANCED BENEFIT STRATEGIES, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606754227
Plan sponsor’s address 30 MILL STREET, UNIONVILLE, CT, 06085

Signature of
Role Plan administrator
Date 2020-07-31
Name of individual signing SANDRA DAVIS
Valid signature Filed with authorized/valid electronic signature
ADVANCED BENEFIT STRATEGIES, INC. SAFE HARBOR 401K PLAN 2018 061471862 2019-05-23 ADVANCED BENEFIT STRATEGIES, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606754227
Plan sponsor’s address 30 MILL STREET, UNIONVILLE, CT, 06085

Signature of
Role Plan administrator
Date 2019-05-23
Name of individual signing ROBERT S FORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-23
Name of individual signing ROBERT S FORD
Valid signature Filed with authorized/valid electronic signature
ADVANCED BENEFIT STRATEGIES, INC. SAFE HARBOR 401K PLAN 2017 061471862 2018-04-06 ADVANCED BENEFIT STRATEGIES, INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606754227
Plan sponsor’s address 30 MILL STREET, UNIONVILLE, CT, 06085

Signature of
Role Plan administrator
Date 2018-04-06
Name of individual signing ROBERT S FORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-06
Name of individual signing ROBERT S FORD
Valid signature Filed with authorized/valid electronic signature
ADVANCED BENEFIT STRATEGIES, INC. SAFE HARBOR 401K PLAN 2016 061471862 2017-04-12 ADVANCED BENEFIT STRATEGIES, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606754227
Plan sponsor’s address 30 MILL STREET, UNIONVILLE, CT, 06085

Signature of
Role Plan administrator
Date 2017-04-12
Name of individual signing STEPHEN J. REPKA II
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-12
Name of individual signing STEPHEN J. REPKA II
Valid signature Filed with authorized/valid electronic signature
ADVANCED BENEFIT STRATEGIES, INC. SAFE HARBOR 401K PLAN 2015 061471862 2016-04-20 ADVANCED BENEFIT STRATEGIES, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606754227
Plan sponsor’s address 30 MILL STREET, UNIONVILLE, CT, 06085

Signature of
Role Plan administrator
Date 2016-04-20
Name of individual signing STEPHEN J. REPKA II
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-20
Name of individual signing STEPHEN J. REPKA II
Valid signature Filed with authorized/valid electronic signature
ADVANCED BENEFIT STRATEGIES, INC. SAFE HARBOR 401K PLAN 2014 061471862 2015-05-08 ADVANCED BENEFIT STRATEGIES, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 8606754227
Plan sponsor’s address 30 MILL STREET, UNIONVILLE, CT, 06085

Signature of
Role Plan administrator
Date 2015-05-08
Name of individual signing STEPHEN J. REPKA II
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-08
Name of individual signing STEPHEN J. REPKA II
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
STEPHEN J. REPKA II Agent 30 MILL STREET, UNIONVILLE, CT, 06085, United States 30 MILL STREET, UNIONVILLE, CT, 06085, United States +1 860-916-8041 srepka@abs125.com 347 WEST MOUNTAIN ROAD, WEST SIMSBURY, CT, 06092, United States

Officer

Name Role Business address Residence address
SANDRA M DAVIS Officer 30 MILL STREET, UNIONVILLE, CT, 06085, United States 39 JAN DRIVE, COLCHESTER, CT, 06415, United States
STEPHEN J REPKA II Officer 30 MILL STREET, UNIONVILLE, CT, 06085, United States 347 WEST MOUNTAIN ROAD, WEST SIMSBURY, CT, 06092, United States
PAMELA M HIATT-REPKA Officer 30 MILL STREET, UNIONVILLE, CT, 06085, United States 347 WEST MOUNTAIN ROAD, WEST SIMSBURY, CT, 06092, United States

Director

Name Role Business address Residence address
SANDRA M DAVIS Director 30 MILL STREET, UNIONVILLE, CT, 06085, United States 39 JAN DRIVE, COLCHESTER, CT, 06415, United States
STEPHEN J REPKA II Director 30 MILL STREET, UNIONVILLE, CT, 06085, United States 347 WEST MOUNTAIN ROAD, WEST SIMSBURY, CT, 06092, United States
PAMELA M HIATT-REPKA Director 30 MILL STREET, UNIONVILLE, CT, 06085, United States 347 WEST MOUNTAIN ROAD, WEST SIMSBURY, CT, 06092, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012929126 2025-01-20 - Annual Report Annual Report -
BF-0012180716 2024-03-07 - Annual Report Annual Report -
BF-0011266068 2023-01-16 - Annual Report Annual Report -
BF-0010177217 2022-03-21 - Annual Report Annual Report 2022
0007318411 2021-05-01 - Annual Report Annual Report 2021
0006800744 2020-02-29 - Annual Report Annual Report 2020
0006397208 2019-02-21 - Annual Report Annual Report 2018
0006397213 2019-02-21 - Annual Report Annual Report 2019
0005757765 2017-02-01 - Annual Report Annual Report 2017
0005485895 2016-02-11 - Annual Report Annual Report 2016

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4021377106 2020-04-12 0156 PPP 30 Mill St, UNIONVILLE, CT, 06085-1000
Loan Status Date 2021-10-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 158994
Loan Approval Amount (current) 158900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 33209
Servicing Lender Name Berkshire Bank
Servicing Lender Address 99 North St, PITTSFIELD, MA, 01201-5114
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address UNIONVILLE, HARTFORD, CT, 06085-1000
Project Congressional District CT-05
Number of Employees 16
NAICS code 525110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 33209
Originating Lender Name Berkshire Bank
Originating Lender Address PITTSFIELD, MA
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 161037.53
Forgiveness Paid Date 2021-09-15

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005163298 Active OFS 2023-09-06 2029-02-05 AMENDMENT

Parties
Name ADVANCED BENEFIT STRATEGIES, INC.
Role Debtor
Name SOVEREIGN BANK
Role Secured Party
0005163376 Active OFS 2023-09-06 2029-02-05 AMENDMENT

Parties
Name ADVANCED BENEFIT STRATEGIES, INC.
Role Debtor
Name Santander Bank, N.A.
Role Secured Party
Name SOVEREIGN BANK
Role Secured Party
0005099997 Active OFS 2022-10-24 2024-11-04 AMENDMENT

Parties
Name ADVANCED BENEFIT STRATEGIES, INC.
Role Debtor
Name TOTAL BENEFITS ADMINISTRATION, LLC
Role Secured Party
0003337298 Active OFS 2019-11-04 2024-11-04 ORIG FIN STMT

Parties
Name ADVANCED BENEFIT STRATEGIES, INC.
Role Debtor
Name TOTAL BENEFITS ADMINISTRATION, LLC
Role Secured Party
0003267598 Active OFS 2018-10-01 2029-02-05 AMENDMENT

Parties
Name ADVANCED BENEFIT STRATEGIES, INC.
Role Debtor
Name SOVEREIGN BANK
Role Secured Party
0002969785 Active OFS 2013-12-06 2029-02-05 AMENDMENT

Parties
Name ADVANCED BENEFIT STRATEGIES, INC.
Role Debtor
Name SOVEREIGN BANK
Role Secured Party
0002657799 Active OFS 2008-09-26 2029-02-05 AMENDMENT

Parties
Name ADVANCED BENEFIT STRATEGIES, INC.
Role Debtor
Name SOVEREIGN BANK
Role Secured Party
0002249396 Active OFS 2004-02-05 2029-02-05 ORIG FIN STMT

Parties
Name ADVANCED BENEFIT STRATEGIES, INC.
Role Debtor
Name SOVEREIGN BANK
Role Secured Party

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See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information

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