CHARTER OAK INSURANCE AGENCY, INC.
HeadquarterDate of last update: 14 Apr 2025. Data updated weekly.
| Entity Name: | CHARTER OAK INSURANCE AGENCY, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 28 Jun 2012 |
| Business ALEI: | 1075622 |
| Annual report due: | 28 Jun 2025 |
| Business address: | 1720 Post Road E., Westport, CT, 06880, United States |
| Mailing address: | 1720 Post Road E., 222, Westport, CT, United States, 06880 |
| ZIP code: | 06880 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 500 |
| E-Mail: | mab@coagency.com |
NAICS
524210 Insurance Agencies and BrokeragesThis 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
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | CHARTER OAK INSURANCE AGENCY, INC., NEW YORK | 4514837 | NEW YORK |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MARISSA A. BARBERA | Agent | 1720 Post Road E., 222, Westport, CT, 06880, United States | 1720 Post Road E., 222, Westport, CT, 06880, United States | +1 203-655-9766 | mab@coagency.com | 18 ENO LANE, WESTPORT, CT, 06880, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| MARISSA A. BARBERA | Officer | 50 OLD KING'S HIGHWAY NORTH, DARIEN, CT, 06820, United States | +1 203-655-9766 | mab@coagency.com | 18 ENO LANE, WESTPORT, CT, 06880, United States |
| JAMES A. BARBERA | Officer | 18 ENO LANE, WESTPORT, CT, 06820, United States | - | - | 18 ENO LANE, WESTPORT, CT, 06880, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012196268 | 2024-06-25 | - | Annual Report | Annual Report | - |
| BF-0011434846 | 2023-06-08 | - | Annual Report | Annual Report | - |
| BF-0010214243 | 2022-06-28 | - | Annual Report | Annual Report | 2022 |
| BF-0009752159 | 2021-07-21 | - | Annual Report | Annual Report | - |
| 0006914027 | 2020-05-29 | - | Annual Report | Annual Report | 2020 |
| 0006581037 | 2019-06-19 | - | Annual Report | Annual Report | 2019 |
| 0006205215 | 2018-06-22 | - | Annual Report | Annual Report | 2018 |
| 0005981925 | 2017-12-08 | - | Annual Report | Annual Report | 2017 |
| 0005871727 | 2017-06-21 | - | Annual Report | Annual Report | 2016 |
| 0005545309 | 2016-04-20 | - | Annual Report | Annual Report | 2015 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 5192917101 | 2020-04-13 | 0156 | PPP | 50 OLD KINGS HWY NORTH, DARIEN, CT, 06820-4637 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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 | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0005007699 | Active | OFS | 2021-07-07 | 2024-06-25 | AMENDMENT | |||||||||||||
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| Name | CHARTER OAK INSURANCE AGENCY, INC. |
| Role | Debtor |
| Name | PEOPLE'S UNITED BANK |
| Role | Secured Party |
Parties
| Name | CHARTER OAK INSURANCE AGENCY, INC. |
| Role | Debtor |
| Name | PEOPLE'S UNITED BANK |
| Role | Secured Party |
Parties
| Name | CHARTER OAK INSURANCE AGENCY, INC. |
| Role | Debtor |
| Name | PEOPLE'S UNITED BANK |
| Role | Secured Party |
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