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PARTNERS INSURANCE AGENCY, LLC

Company Details

Name: PARTNERS INSURANCE AGENCY, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 13 Oct 2014 (11 years ago)
Organization Date: 13 Oct 2014 (11 years ago)
Last Annual Report: 02 Aug 2024 (8 months ago)
Managed By: Members
Organization Number: 0899394
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 42064
City: Marion
Primary County: Crittenden County
Principal Office: 221 EAST BELLVILLE STREET, MARION, KY 42064
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PARTNERS INSURANCE AGENCY LLC CBS BENEFIT PLAN 2023 472068354 2024-12-30 PARTNERS INSURANCE AGENCY LLC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 524210
Sponsor’s telephone number 2709652239
Plan sponsor’s address 221 E BELLVILLE ST, MARION, KY, 42064

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
PARTNERS INSURANCE AGENCY LLC CBS BENEFIT PLAN 2022 472068354 2023-12-27 PARTNERS INSURANCE AGENCY LLC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 524210
Sponsor’s telephone number 2709652239
Plan sponsor’s address 221 E BELLVILLE ST, MARION, KY, 42064

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
PARTNERS INSURANCE AGENCY LLC CBS BENEFIT PLAN 2021 472068354 2022-12-29 PARTNERS INSURANCE AGENCY LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 524210
Sponsor’s telephone number 2709652239
Plan sponsor’s address 221 E BELLVILLE ST, MARION, KY, 42064

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 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
PARTNERS INSURANCE AGENCY LLC CBS BENEFIT PLAN 2020 472068354 2021-12-14 PARTNERS INSURANCE AGENCY LLC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 524210
Sponsor’s telephone number 2709652239
Plan sponsor’s address 221 E BELLVILLE ST, MARION, KY, 42064

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 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
Shelly D Davidson & C. Denise Byarley Registered Agent

Member

Name Role
Shelly Dawn Davidson Member
Carla Denise Byarley Member

Organizer

Name Role
C. DENISE BYARLEY Organizer
SHELLY D. DAVIDSON 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 860106 Agent - Life Active 2014-11-07 - - 2026-03-31 -
Department of Insurance DOI ID 860106 Agent - Health Active 2014-11-07 - - 2026-03-31 -
Department of Insurance DOI ID 860106 Agent - Casualty Active 2014-11-07 - - 2026-03-31 -
Department of Insurance DOI ID 860106 Agent - Property Active 2014-11-07 - - 2026-03-31 -

Assumed Names

Name Status Expiration Date
INTEGRITY INSURANCE SERVICES Active 2029-11-22
PARTNERS INSURANCE Inactive 2024-12-05

Filings

Name File Date
Certificate of Assumed Name 2024-11-22
Annual Report 2024-08-02
Registered Agent name/address change 2023-02-21
Annual Report 2023-02-21
Annual Report 2022-02-15
Annual Report 2021-02-15
Annual Report 2020-02-17
Name Renewal 2019-06-07
Annual Report 2019-02-19
Annual Report 2018-02-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8939467002 2020-04-09 0457 PPP 211 E BELLVILLE ST, MARION, KY, 42064-1411
Loan Status Date 2021-02-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 25200
Loan Approval Amount (current) 25200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27590
Servicing Lender Name Farmers Bank & Trust Company
Servicing Lender Address 201 S Main St, MARION, KY, 42064-1542
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MARION, CRITTENDEN, KY, 42064-1411
Project Congressional District KY-01
Number of Employees 4
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 27590
Originating Lender Name Farmers Bank & Trust Company
Originating Lender Address MARION, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 25389.17
Forgiveness Paid Date 2021-01-14

Sources: Kentucky Secretary of State