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  5. PREFERRED BENEFITS, LLC

PREFERRED BENEFITS, LLC

Company Details

Name: PREFERRED BENEFITS, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 22 Apr 2002 (23 years ago)
Organization Date: 22 Apr 2002 (23 years ago)
Last Annual Report: 28 Feb 2024 (a year ago)
Managed By: Members
Organization Number: 0535418
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40207
City: Louisville, Bellewood, Brownsboro Village, Brwnsboro...
Primary County: Jefferson County
Principal Office: 3702 BROWNSBORO ROAD, LOUISVILLE, KY 40207
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PREFERRED BENEFITS, LLC 401(K) PLAN 2023 820543772 2024-07-09 PREFERRED BENEFITS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541990
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO ROAD, LOUISVILLE, KY, 40207
PREFERRED BENEFITS, LLC 401(K) PLAN 2022 820543772 2023-08-11 PREFERRED BENEFITS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO ROAD, LOUISVILLE, KY, 40207
PREFERRED BENEFITS, LLC 401(K) PLAN 2021 820543772 2022-10-05 PREFERRED BENEFITS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO RD, LOUISVILLE, KY, 402071820
PREFERRED BENEFITS, LLC 401(K) PLAN 2020 820543772 2021-10-01 PREFERRED BENEFITS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO RD, LOUISVILLE, KY, 402071820
PREFERRED BENEFITS, LLC 401(K) PLAN 2019 820543772 2020-09-24 PREFERRED BENEFITS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO RD, LOUISVILLE, KY, 402071820
PREFERRED BENEFITS, LLC 401(K) PLAN 2018 820543772 2019-02-14 PREFERRED BENEFITS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO RD, LOUISVILLE, KY, 402071820

Signature of
Role Plan administrator
Date 2019-02-14
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
PREFERRED BENEFITS, LLC 401(K) PLAN 2017 820543772 2018-07-11 PREFERRED BENEFITS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO RD, LOUISVILLE, KY, 402071820

Signature of
Role Plan administrator
Date 2018-07-10
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
PREFERRED BENEFITS, LLC 401(K) PLAN 2016 820543772 2017-03-29 PREFERRED BENEFITS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO RD, LOUISVILLE, KY, 402071820

Signature of
Role Plan administrator
Date 2017-03-29
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-29
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
PREFERRED BENEFITS, LLC 401(K) PLAN 2015 820543772 2016-06-07 PREFERRED BENEFITS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO RD, LOUISVILLE, KY, 402071820

Signature of
Role Plan administrator
Date 2016-06-07
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
PREFERRED BENEFITS, LLC 401(K) PLAN 2014 820543772 2015-06-17 PREFERRED BENEFITS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO ROAD, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2015-06-17
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-17
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/05/29/20140529125444P030361435171001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO ROAD, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2014-05-29
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/03/20130603132231P040311636289001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO ROAD, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2013-05-31
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-31
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/15/20121015080410P030016331330001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO ROAD, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 820543772
Plan administrator’s name PREFERRED BENEFITS, LLC
Plan administrator’s address 3702 BROWNSBORO ROAD, LOUISVILLE, KY, 40207
Administrator’s telephone number 5026570156

Signature of
Role Plan administrator
Date 2012-10-12
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/09/26/20110926111318P040020972290001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO ROAD, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 820543772
Plan administrator’s name PREFERRED BENEFITS, LLC
Plan administrator’s address 3702 BROWNSBORO ROAD, LOUISVILLE, KY, 40207
Administrator’s telephone number 5026570156

Signature of
Role Plan administrator
Date 2011-09-26
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 3702 BROWNSBORO ROAD, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 820543772
Plan administrator’s name PREFERRED BENEFITS, LLC
Plan administrator’s address 3702 BROWNSBORO ROAD, LOUISVILLE, KY, 40207
Administrator’s telephone number 5026570156

Signature of
Role Employer/plan sponsor
Date 2011-09-22
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/13/20101013071939P040001848166001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 21 THEATRE SQUARE, SUITE 200, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 820543772
Plan administrator’s name PREFERRED BENEFITS, LLC
Plan administrator’s address 21 THEATRE SQUARE, SUITE 200, LOUISVILLE, KY, 40202
Administrator’s telephone number 5026570156

Signature of
Role Plan administrator
Date 2010-10-13
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524290
Sponsor’s telephone number 5026570156
Plan sponsor’s address 21 THEATRE SQUARE, SUITE 200, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 820543772
Plan administrator’s name PREFERRED BENEFITS, LLC
Plan administrator’s address 21 THEATRE SQUARE, SUITE 200, LOUISVILLE, KY, 40202
Administrator’s telephone number 5026570156

Signature of
Role Employer/plan sponsor
Date 2010-10-08
Name of individual signing VALERIE REEVES
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
MINDY P. FARNSLEY Registered Agent

Member

Name Role
Mindy Farnsley Member

Organizer

Name Role
KENNETH S. MATHEIS Organizer

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 550000 Agent - Casualty Inactive 2006-09-13 - 2010-01-01 - -
Department of Insurance DOI ID 550000 Agent - Property Inactive 2006-09-13 - 2010-01-01 - -
Department of Insurance DOI ID 550000 Agent - Life Active 2002-05-28 - - 2026-03-31 -
Department of Insurance DOI ID 550000 Agent - Health Active 2002-05-28 - - 2026-03-31 -

Filings

Name File Date
Annual Report 2024-02-28
Annual Report 2023-05-02
Registered Agent name/address change 2023-01-06
Annual Report 2022-03-11
Annual Report 2021-03-30
Annual Report 2020-05-19
Annual Report 2019-04-23
Annual Report 2018-04-09
Annual Report 2017-04-11
Annual Report 2016-04-05

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4986987206 2020-04-27 0457 PPP 3702 BROWNSBORO RD, LOUISVILLE, KY, 40207-1820
Loan Status Date 2021-09-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 88800
Loan Approval Amount (current) 77400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26787
Servicing Lender Name Wilson & Muir Bank & Trust Company
Servicing Lender Address 107 N 3rd St, BARDSTOWN, KY, 40004-1525
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40207-1820
Project Congressional District KY-03
Number of Employees 9
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 26787
Originating Lender Name Wilson & Muir Bank & Trust Company
Originating Lender Address BARDSTOWN, KY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 78404.05
Forgiveness Paid Date 2021-08-12

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Related by address

No related companies by address

Sources: Kentucky Secretary of State

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