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  5. OBERG INSURANCE AGENCY, INC.

OBERG INSURANCE AGENCY, INC.

Company Details

Entity Name: OBERG INSURANCE AGENCY, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 12 Jun 2001
Business ALEI: 0683666
Annual report due: 12 Jun 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 33 MAIN STREET, NEWTOWN, CT, 06470, United States
Mailing address: 33 MAIN ST, NEWTOWN, CT, United States, 06470
ZIP code: 06470
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: obergi@snet.net

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OBERG INSURANCE AGENCY, INC. RETIREMENT TRUST 2023 061618769 2024-08-15 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2024-08-15
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY, INC. RETIREMENT TRUST 2022 061618769 2023-07-07 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2023-07-07
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2021 061618769 2022-07-26 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2020 061618769 2021-07-27 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2021-07-27
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2019 061618769 2020-07-20 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2020-07-20
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2018 061618769 2019-07-17 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2019-07-17
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2017 061618769 2018-09-19 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST, NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2018-09-19
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2016 061618769 2017-09-06 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST., NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2017-09-06
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2015 061618769 2016-10-13 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST., NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2016-10-13
Name of individual signing OBERG INSURANCE AGENCY INC
Valid signature Filed with authorized/valid electronic signature
OBERG INSURANCE AGENCY INC RETIREMENT TRUST 2014 061618769 2015-10-07 OBERG INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-03-01
Business code 541600
Sponsor’s telephone number 2034266006
Plan sponsor’s address 33 MAIN ST., NEWTOWN, CT, 06470

Signature of
Role Plan administrator
Date 2015-10-07
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-07
Name of individual signing RANDALL OBERG
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
RANDALL B. OBERG Officer 33 MAIN ST, NEWTOWN, CT, 06470, United States 1120 Bantam Rd, Bantam, CT, 06750-1406, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MICHAEL B. NAHOUM Agent 103 S. MAIN ST #4, NEWTOWN, CT, 06470, United States 103 S. MAIN ST #4, NEWTOWN, CT, 06470, United States +1 203-426-2332 obergi@snet.net 93 BRUSHY HILL ROAD, NEWTOWN, CT, 06470, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012230909 2024-07-12 No data Annual Report Annual Report No data
BF-0011404496 2023-05-15 No data Annual Report Annual Report No data
BF-0010650086 2022-08-11 No data Annual Report Annual Report No data
BF-0008923139 2022-05-18 No data Annual Report Annual Report 2016
BF-0008923136 2022-05-18 No data Annual Report Annual Report 2017
BF-0008923138 2022-05-18 No data Annual Report Annual Report 2020
BF-0008923137 2022-05-18 No data Annual Report Annual Report 2018
BF-0009961927 2022-05-18 No data Annual Report Annual Report No data
BF-0008923135 2022-05-18 No data Annual Report Annual Report 2019
0007241584 2021-03-18 No data Annual Report Annual Report 2015

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Related by address

33 MAIN STREET, NEWTOWN, CT, 06470, United States

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Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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