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  5. PREFERRED BENEFITS, LLC

PREFERRED BENEFITS, LLC

Company Details

Name: PREFERRED BENEFITS, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
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
Primary County: Jefferson
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

Organizer

Name Role
KENNETH S. MATHEIS Organizer

Member

Name Role
Mindy Farnsley Member

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

Related by officers

MINDY P. FARNSLEY

GLI FINANCE, INSURANCE AND REAL ESTATE SUB-ASSOCIATION, LTD.

KENNETH S. MATHEIS

KANZ & SADLER ENTERPRISES, INC. FROCKT & KLINGMAN, LLP REYNOLDS MECHANICAL, INC. IROQUOIS HILL RUNNERS' CLUB, INC. DUNN'S WAREHOUSING AND DISTRIBUTING, INC. SHIVELY BANCSHARES CORPORATION T&D RESOURCES, INC. SAMUEL G. HAYWARD, P.S.C. BLUEGRASS MECHANICAL, INC. SOUTHWEST VETERANS PEACE MEMORIAL, INC.

Mindy Farnsley

FoxHound Equity, LLC

Related by address

No related companies by address

Date of last update: 29 Dec 2024

Sources: Kentucky Secretary of State

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