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SERRA & DELVECCHIO, LLC

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

Company Details

Entity Name: SERRA & DELVECCHIO, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 17 Oct 2008
Business ALEI: 0952713
Annual report due: 31 Mar 2026
Business address: 386 MAIN ST SUITE 200, MIDDLETOWN, CT, 06457, United States
Mailing address: 500 W. MADISON STREET, 32ND FLOOR, CHICAGO, IL, United States, 60661
ZIP code: 06457
County: Middlesex
Place of Formation: CONNECTICUT
E-Mail: dhrankaj@nfp.com

Industry & Business Activity

NAICS

524298 All Other Insurance Related Activities

This U.S. industry comprises establishments primarily engaged in providing insurance services on a contract or fee basis (except insurance agencies and brokerages, claims adjusting, and third party administration). Insurance advisory services, insurance actuarial services, and insurance ratemaking services are included in this industry. Learn more at the U.S. Census Bureau

Links between entities

Type Company Name Company Number State
Headquarter of SERRA & DELVECCHIO, LLC, NEW YORK 4933190 NEW YORK
Headquarter of SERRA & DELVECCHIO, LLC, FLORIDA M16000000558 FLORIDA
Headquarter of SERRA & DELVECCHIO, LLC, RHODE ISLAND 001658989 RHODE ISLAND

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SERRA & DELVECCHIO DEFINED CONTRIBUTION PLAN 2017 263576769 2018-08-23 SERRA & DELVECCHIO, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-04-01
Business code 524210
Sponsor’s telephone number 2039260001
Plan sponsor’s address 2 CORPORATE DRIVE SUITE 234, SHELTON, CT, 06484
SERRA & DELVECCHIO DEFINED CONTRIBUTION PLAN 2016 263576769 2017-06-26 SERRA & DELVECCHIO, LLC 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-04-01
Business code 524210
Sponsor’s telephone number 2039260001
Plan sponsor’s address 2 CORPORATE DRIVE SUITE 234, SHELTON, CT, 06484
SERRA & DELVECCHIO DEFINED CONTRIBUTION PLAN 2016 263576769 2017-06-26 SERRA & DELVECCHIO, LLC 36
Three-digit plan number (PN) 001
Effective date of plan 2002-04-01
Business code 524210
Sponsor’s telephone number 2039260001
Plan sponsor’s address 2 CORPORATE DRIVE SUITE 234, SHELTON, CT, 06484
SERRA & DELVECCHIO DEFINED CONTRIBUTION PLAN 2015 263576769 2016-08-08 SERRA & DELVECCHIO, LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-04-01
Business code 524210
Sponsor’s telephone number 2039260001
Plan sponsor’s address 2 CORPORATE DRIVE SUITE 234, SHELTON, CT, 06484
SERRA & DELVECCHIO DEFINED CONTRIBUTION PLAN 2014 263576769 2015-09-15 SERRA & DELVECCHIO, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-04-01
Business code 524210
Sponsor’s telephone number 2039260001
Plan sponsor’s address 112 HUNTINGTON STREET, SHELTON, CT, 06484
SERRA & DELVECCHIO DEFINED CONTRIBUTION PLAN 2013 263576769 2014-07-23 SERRA & DELVECCHIO, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-04-01
Business code 524210
Sponsor’s telephone number 2039260001
Plan sponsor’s address 112 HUNTINGTON STREET, SHELTON, CT, 06484

Signature of

Role Plan administrator
Date 2014-07-23
Name of individual signing FREDERICK W. SERRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-23
Name of individual signing FREDERICK W. SERRA
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
C T CORPORATION SYSTEM Agent

Officer

Name Role Business address Residence address
BRETT SCHNEIDER Officer 200 PARK AVENUE, SUITE 3202, NEW YORK, NY, 10166, United States 340 MADISON AVENUE, 20TH FLOOR, NEW YORK, NY, 10173, United States
VERONICA MOO Officer 200 PARK AVENUE, SUITE 3202, NEW YORK, NY, 10166, United States 340 MADISON AVENUE, NEW YORK, NY, 10173, United States
EDWARD O'MALLEY Officer 125O CAPITAL OF TEXAS HWY S, BUILDING 2, AUSTIN, TX, 78746, United States 1250 CAPITAL OF TEXAS HWY S, BUILDING 2, AUSTIN, TX, 78746, United States

History

Type Old value New value Date of change
Name change SERRA, DELVECCHIO & ELLIOTT LLC SERRA & DELVECCHIO, LLC 2011-08-22

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012991453 2025-03-16 - Annual Report Annual Report -
BF-0013276579 2024-12-02 - Mass Agent Change � Address Agent Address Change -
BF-0012285879 2024-02-13 - Annual Report Annual Report -
BF-0011290288 2023-03-03 - Annual Report Annual Report -
BF-0010384281 2022-03-15 - Annual Report Annual Report 2022
0007208786 2021-03-08 - Annual Report Annual Report 2021
0006808279 2020-03-03 - Annual Report Annual Report 2020
0006472633 2019-03-18 - Annual Report Annual Report 2019
0006155107 2018-04-06 - Annual Report Annual Report 2018
0005947339 2017-10-18 - Annual Report Annual Report 2017

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
0005234732 Active OFS 2024-08-16 2027-01-09 AMENDMENT

Parties

Name SERRA & DELVECCHIO, LLC
Role Debtor
Name BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Role Secured Party
0005211182 Active OFS 2024-04-29 2025-02-13 AMENDMENT

Parties

Name SERRA & DELVECCHIO, LLC
Role Debtor
Name BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Role Secured Party
0005211240 Active OFS 2024-04-26 2025-02-13 AMENDMENT

Parties

Name SERRA & DELVECCHIO, LLC
Role Debtor
Name BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Role Secured Party
0005041251 Active OFS 2021-12-29 2027-01-09 AMENDMENT

Parties

Name SERRA & DELVECCHIO, LLC
Role Debtor
Name BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Role Secured Party
0003450152 Active OFS 2021-06-03 2025-05-08 AMENDMENT

Parties

Name SERRA & DELVECCHIO, LLC
Role Debtor
Name ANKURA TRUST COMPANY, LLC, AS COLLATERAL AGENT
Role Secured Party
0003450677 Active OFS 2021-06-01 2026-06-01 ORIG FIN STMT

Parties

Name SERRA & DELVECCHIO, LLC
Role Debtor
Name ANKURA TRUST COMPANY, LLC AS COLLATERAL AGENT
Role Secured Party
0003369199 Active OFS 2020-05-08 2025-05-08 ORIG FIN STMT

Parties

Name SERRA & DELVECCHIO, LLC
Role Debtor
Name ANKURA TRUST COMPANY, LLC, AS COLLATERAL AGENT
Role Secured Party
0003355230 Active OFS 2020-02-13 2025-02-13 ORIG FIN STMT

Parties

Name SERRA & DELVECCHIO, LLC
Role Debtor
Name BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Role Secured Party
0003197549 Active MUNICIPAL 2017-08-15 2032-04-26 AMENDMENT

Parties

Name SERRA & DELVECCHIO, LLC
Role Debtor
Name TOWN OF GLASTONBURY
Role Secured Party
0003176235 Active MUNICIPAL 2017-04-26 2032-04-26 ORIG FIN STMT

Parties

Name SERRA & DELVECCHIO, LLC
Role Debtor
Name TOWN OF GLASTONBURY
Role Secured Party
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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