| Name: | STONEBRIDGE INSURANCE SERVICES, INC. |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Kentucky Corporation |
| Status: | Active |
| Standing: | Good |
| File Date: | 30 Sep 1986 (38 years ago) |
| Organization Date: | 30 Sep 1986 (38 years ago) |
| Last Annual Report: | 28 May 2024 (8 months ago) |
| Organization Number: | 0220133 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 42301 |
| Primary County: | Daviess |
| Principal Office: | 810 PRINCETON PARKWAY, OWENSBORO, KY 42301 |
| Place of Formation: | KENTUCKY |
| Authorized Shares: | 2000 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STONEBRIDGE INSURANCE SERVICES, INC. CBS BENEFIT PLAN | 2023 | 611105127 | 2024-04-29 | STONEBRIDGE INSURANCE SERVICES, INC. | 2 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2024-04-29 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2022-12-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 8593922842 |
| Plan sponsor’s address | 810 PRINCETON PARKWAY, OWENSBORO, KY, 42301 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2023-12-27 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| JESSE MOUNTJOY | Registered Agent |
| Name | Role |
|---|---|
| Robert Raymond | Treasurer |
| Name | Role |
|---|---|
| Robert Raymond | President |
| Name | Role |
|---|---|
| Robert Raymond | Secretary |
| Name | Role |
|---|---|
| Ronnie Raymond | Director |
| Janet Raymond | Director |
| Name | Action |
|---|---|
| JOHN L. WORTH & ASSOCIATES, INC. | Old Name |
| Name | File Date |
|---|---|
| Registered Agent name/address change | 2024-05-28 |
| Annual Report | 2024-05-28 |
| Annual Report | 2023-03-15 |
| Annual Report | 2022-05-31 |
| Annual Report | 2021-02-12 |
| Annual Report Amendment | 2020-07-28 |
| Annual Report Amendment | 2020-06-16 |
| Annual Report Amendment | 2020-06-11 |
| Annual Report | 2020-02-26 |
| Annual Report | 2019-03-18 |
Date of last update: 09 Jan 2025
Sources: Kentucky Secretary of State
