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  5. PLANCHOICE, INC.

PLANCHOICE, INC.

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Company Details

Name: PLANCHOICE, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 23 Oct 1995 (30 years ago)
Organization Date: 23 Oct 1995 (30 years ago)
Last Annual Report: 07 Feb 2025 (4 months ago)
Organization Number: 0406970
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40065
City: Shelbyville
Primary County: Shelby County
Principal Office: 1415 FOX RUN RD, SHELBYVILLE, SHELBYVILLE, KY 40065-7030
Place of Formation: KENTUCKY
Authorized Shares: 1000

Director

Name Role
James H Russo Director
Joseph A Russo Director
Carrie E Birchfield Director
Catherine M Sparks Director

President

Name Role
James Russo President

Registered Agent

Name Role
JAMES H. RUSSO Registered Agent

Incorporator

Name Role
JAMES H. RUSSO Incorporator

Links between entities

Type:
Headquarter of
Company Number:
000-523-843
State:
ALABAMA
URL:
View linked company profile

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 400482 Agent - Property Active 2022-10-07 - - 2026-03-31 -
Department of Insurance DOI ID 400482 Agent - Casualty Active 2022-10-07 - - 2026-03-31 -
Department of Insurance DOI ID 400482 Administrator - Not Applicable Active 2008-06-05 - - 2026-03-31 -
Department of Insurance DOI ID 400482 Agent - Health Maintenance Organization Inactive 1997-06-28 - 2001-03-01 - -
Department of Insurance DOI ID 400482 Agent - Prepaid Dental Plan Inactive 1996-05-01 - 2001-03-01 - -

Filings

Name File Date
Annual Report 2025-02-07
Principal Office Address Change 2025-02-07
Registered Agent name/address change 2025-02-07
Annual Report 2024-03-06
Annual Report 2023-03-16

USAspending Awards / Financial Assistance

Date:
2021-03-20
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
84230.00
Total Face Value Of Loan:
84230.00
Date:
2020-04-08
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
84230.00
Total Face Value Of Loan:
84230.00

Trademarks

Serial Number:
78915302
Mark:
PLANCHOICE
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2006-06-23
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PLANCHOICE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Insurance services in the nature of a brokerage agency
First Use:
1999-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77138638
Mark:
"BETTER PLANS - BRIGHTER SMILES"
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2007-03-23
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
"BETTER PLANS - BRIGHTER SMILES"
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Insurance brokerage in the field of Dental
First Use:
2006-03-26
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED

Paycheck Protection Program

Date Approved:
2021-03-20
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
84230
Current Approval Amount:
84230
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
85351.53
Date Approved:
2020-04-08
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
84230
Current Approval Amount:
84230
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
84979.99

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Sources: Kentucky Secretary of State

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