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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

Registered Agent

Name Role
MINDY P. FARNSLEY Registered Agent

Member

Name Role
Mindy Farnsley Member

Organizer

Name Role
KENNETH S. MATHEIS Organizer

Form 5500 Series

Employer Identification Number (EIN):
820543772
Plan Year:
2023
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
7
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

Date:
2020-05-14
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:
-11800.00
Total Face Value Of Loan:
77400.00

Paycheck Protection Program

Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
88800
Current Approval Amount:
77400
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
78404.05

Sources: Kentucky Secretary of State