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  5. INSURANCE INFORMATION INSTITUTE INC.

INSURANCE INFORMATION INSTITUTE INC.

Headquarter

Company Details

Name: INSURANCE INFORMATION INSTITUTE INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 17 Oct 1988 (36 years ago)
Entity Number: 1299110
ZIP code: 10005
County: New York
Place of Formation: New York
Address: 28 liberty street, NEW YORK, NY, United States, 10005

Links between entities

Type Company Name Company Number State
Headquarter of INSURANCE INFORMATION INSTITUTE INC., ILLINOIS CORP_55623651 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ICSO 401K SAVINGS PLAN 2021 131912455 2022-06-27 INSURANCE INFORMATION INSTITUTE 66
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-05-01
Business code 525100
Sponsor’s telephone number 2126699200
Plan sponsor’s address 110 WILLIAM STREET, SUITE 1800, NEW YORK, NY, 10038

Plan administrator’s name and address
Administrator’s EIN 208540369
Plan administrator’s name THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
Plan administrator’s address 302 CENTRAL AVENUE, JOHNSON, RI, 02919
Administrator’s telephone number 4015281396

Signature of
Role Plan administrator
Date 2022-06-27
Name of individual signing CHARLES P. KWOLEK
Role Employer/plan sponsor
Date 2022-06-27
Name of individual signing LAURA L. FAVINGER
ICSO 401K SAVINGS PLAN 2020 131912455 2021-10-07 INSURANCE INFORMATION INSTITUTE 37
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-05-01
Business code 525100
Sponsor’s telephone number 2126699200
Plan sponsor’s address 110 WILLIAM STREET, SUITE 1800, NEW YORK, NY, 10038

Plan administrator’s name and address
Administrator’s EIN 208540369
Plan administrator’s name THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
Plan administrator’s address 302 CENTRAL AVENUE, JOHNSON, RI, 02919
Administrator’s telephone number 4015281396

Signature of
Role Plan administrator
Date 2021-10-07
Name of individual signing CHARLES P. KWOLEK
Role Employer/plan sponsor
Date 2021-10-07
Name of individual signing LAURA L. FAVINGER
ICSO 401K SAVINGS PLAN 2019 131912455 2020-09-09 INSURANCE INFORMATION INSTITUTE 35
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-05-01
Business code 525100
Sponsor’s telephone number 2126699200
Plan sponsor’s address 110 WILLIAM STREET, SUITE 1800, NEW YORK, NY, 10038

Plan administrator’s name and address
Administrator’s EIN 208540369
Plan administrator’s name THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
Plan administrator’s address 302 CENTRAL AVENUE, JOHNSON, RI, 02919
Administrator’s telephone number 4015281396

Signature of
Role Plan administrator
Date 2020-09-09
Name of individual signing CHARLES P. KWOLEK
Role Employer/plan sponsor
Date 2020-06-15
Name of individual signing CAROL LIESCH
ICSO 401K SAVINGS PLAN 2018 131912455 2019-07-10 INSURANCE INFORMATION INSTITUTE 36
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-05-01
Business code 525100
Sponsor’s telephone number 2126699200
Plan sponsor’s address 110 WILLIAM STREET, SUITE 1800, NEW YORK, NY, 10038

Plan administrator’s name and address
Administrator’s EIN 208540369
Plan administrator’s name THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
Plan administrator’s address 302 CENTRAL AVENUE, JOHNSON, RI, 02919
Administrator’s telephone number 4015281396

Signature of
Role Plan administrator
Date 2019-07-09
Name of individual signing CHARLES P. KWOLEK JR.
Role Employer/plan sponsor
Date 2019-07-09
Name of individual signing CAROL LIESCH
ICSO 401K SAVINGS PLAN 2017 131912455 2018-06-11 INSURANCE INFORMATION INSTITUTE 35
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-05-01
Business code 525100
Sponsor’s telephone number 2126699200
Plan sponsor’s address 110 WILLIAM STREET, SUITE 1800, NEW YORK, NY, 10038

Plan administrator’s name and address
Administrator’s EIN 208540369
Plan administrator’s name THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
Plan administrator’s address 302 CENTRAL AVENUE, JOHNSON, RI, 02919
Administrator’s telephone number 4015281396

Signature of
Role Plan administrator
Date 2018-06-11
Name of individual signing CHARLES P. KWOLEK JR.
Role Employer/plan sponsor
Date 2018-06-07
Name of individual signing CAROL LIESCH
ICSO 401K SAVINGS PLAN 2016 131912455 2017-07-12 INSURANCE INFORMATION INSTITUTE 31
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-05-01
Business code 525100
Sponsor’s telephone number 2126699200
Plan sponsor’s address 110 WILLIAM STREET, NEW YORK, NY, 10038

Plan administrator’s name and address
Administrator’s EIN 208540369
Plan administrator’s name THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
Plan administrator’s address 302 CENTRAL AVENUE, JOHNSON, RI, 02919
Administrator’s telephone number 4015281396

Signature of
Role Plan administrator
Date 2017-07-12
Name of individual signing CHARLES P. KWOLEK, JR.
Role Employer/plan sponsor
Date 2017-06-23
Name of individual signing CAROL LIESCH
ICSO 401K SAVINGS PLAN 2015 131912455 2016-08-22 INSURANCE INFORMATION INSTITUTE 32
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-05-01
Business code 525100
Sponsor’s telephone number 2126699200
Plan sponsor’s address 110 WILLIAM STREET, NEW YORK, NY, 10038

Plan administrator’s name and address
Administrator’s EIN 208540369
Plan administrator’s name THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
Plan administrator’s address 302 CENTRAL AVENUE, JOHNSON, RI, 02919
Administrator’s telephone number 4015281396

Signature of
Role Plan administrator
Date 2016-08-22
Name of individual signing CHARLES KWOLEK
Role Employer/plan sponsor
Date 2016-08-22
Name of individual signing CAROL LIESCH
ICSO 401K SAVINGS PLAN 2014 131912455 2015-09-02 INSURANCE INFORMATION INSTITUTE 29
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-05-01
Business code 525100
Sponsor’s telephone number 2126699200
Plan sponsor’s address 110 WILLIAM STREET, NEW YORK, NY, 10038

Plan administrator’s name and address
Administrator’s EIN 208540369
Plan administrator’s name THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
Plan administrator’s address 302 CENTRAL AVENUE, JOHNSON, RI, 02919
Administrator’s telephone number 4015281396

Signature of
Role Plan administrator
Date 2015-07-13
Name of individual signing CHARLES KWOLEK
Role Employer/plan sponsor
Date 2015-07-13
Name of individual signing CAROL LIESCH
ICSO 401K SAVINGS PLAN 2013 131912455 2014-09-29 INSURANCE INFORMATION INSTITUTE 30
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-05-01
Business code 525100
Sponsor’s telephone number 2126699200
Plan sponsor’s address 110 WILLIAM STREET, NEW YORK, NY, 10038

Plan administrator’s name and address
Administrator’s EIN 208540369
Plan administrator’s name THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
Plan administrator’s address 302 CENTRAL AVENUE, JOHNSON, RI, 02919
Administrator’s telephone number 4015281396

Signature of
Role Plan administrator
Date 2014-06-12
Name of individual signing CHARLES KWOLEK
Role Employer/plan sponsor
Date 2014-05-23
Name of individual signing CAROL LIESCH
ICSO 401K SAVINGS PLAN 2012 131912455 2013-10-07 INSURANCE INFORMATION INSTITUTE 31
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-05-01
Business code 525100
Sponsor’s telephone number 2126699200
Plan sponsor’s address 110 WILLIAM STREET, NEW YORK, NY, 10038

Plan administrator’s name and address
Administrator’s EIN 208540369
Plan administrator’s name THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
Plan administrator’s address 302 CENTRAL AVENUE, JOHNSON, RI, 02919
Administrator’s telephone number 4015281396

Signature of
Role Plan administrator
Date 2013-09-26
Name of individual signing CHARLES P. KWOLEK, JR.
Role Employer/plan sponsor
Date 2013-05-13
Name of individual signing CAROL LIESCH

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY STREET, NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
c/o c t corporation system DOS Process Agent 28 liberty street, NEW YORK, NY, United States, 10005

History

Start date End date Type Value
1988-10-17 2024-04-24 Address INSTITUTE INC., 110 WILLIAM ST 24TH FL, NEW YORK, NY, 10038, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240424003369 2024-04-24 CERTIFICATE OF CHANGE BY ENTITY 2024-04-24
B695682-9 1988-10-17 CERTIFICATE OF INCORPORATION 1988-10-17

Trademark

Mark US Serial Number Application Filing Date US Registration Number Registration Date
INSURANCE INFORMATION INSTITUTE III 73509288 1984-11-19 1341714 1985-06-11
Trademark image
Register Principal
Mark Type Service Mark
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.
Status Date 2020-03-20
Publication Date 1985-04-02
Date Cancelled 2020-03-20

Mark Information
Mark Literal Elements INSURANCE INFORMATION INSTITUTE III
Standard Character Claim No
Mark Drawing Type 5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM

Goods and Services
For ASSOCIATION SERVICES NAMELY PROMOTING THE GENERAL INTERESTS OF THE INSURANCE INDUSTRY, PARTICULARLY RELATING TO DISSEMINATION OF INSURANCE INFORMATION
International Class(es) 042 - Primary Class
U.S Class(es) 100
Class Status SECTION 8 - CANCELLED
First Use Jan. 10, 1984
Use in Commerce Jan. 10, 1984

Basis Information (Case Level)
Filed Use Yes
Currently Use Yes
Filed ITU No
Currently ITU No
Filed 44D No
Currently 44D No
Filed 44E No
Currently 44E No
Filed 66A No
Currently 66A No
Filed No Basis No
Currently No Basis No

Current Owner(s) Information
Owner Name INSURANCE INFORMATION INSTITUTE INC.
Owner Address 110 William Street, Suite 1800 New York, NEW YORK UNITED STATES 10038
Legal Entity Type CORPORATION
State or Country Where Organized NEW YORK

Attorney/Correspondence Information
Attorney Name Peter Nussbaum
Docket Number 8110/1/6
Attorney Email Authorized Yes
Attorney Primary Email Address pnussbaum@csglaw.com
Fax 973-530-2225
Phone 973-530-2025
Correspondent e-mail trademarks@csglaw.com, pnussbaum@csglaw.com
Correspondent Name/Address Peter Nussbaum, Chiesa Shahinian & Giantomasi PC, One Boland Drive, West Orange, NEW JERSEY UNITED STATES 07052
Correspondent e-mail Authorized Yes

Prosecution History
Date Description
2020-03-20 CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
2016-05-09 APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2016-05-09 TEAS CHANGE OF OWNER ADDRESS RECEIVED
2015-05-26 ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2015-05-26 TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2008-05-30 CASE FILE IN TICRS
2004-11-21 REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2004-11-21 REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2004-10-15 REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
2004-10-15 REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
2004-10-15 PAPER RECEIVED
1992-01-31 NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
1991-10-09 REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
1991-08-27 REQUEST FOR NEW CERTIFICATE FILED
1991-05-24 REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
1985-06-11 REGISTERED-PRINCIPAL REGISTER
1985-04-02 PUBLISHED FOR OPPOSITION
1985-03-01 NOTICE OF PUBLICATION
1985-02-01 APPROVED FOR PUB - PRINCIPAL REGISTER
1985-01-29 EXAMINER'S AMENDMENT MAILED
1985-01-14 ASSIGNED TO EXAMINER

TM Staff and Location Information
Current Location SCANNING ON DEMAND
Date in Location 2008-05-30
INSURANCE REVIEW 73475287 1984-04-13 No data No data
Register Principal
Mark Type Trademark
Status Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Status Date 1985-11-26

Mark Information
Mark Literal Elements INSURANCE REVIEW
Standard Character Claim Yes. The mark consists of standard characters without claim to any particular font style, size, or color.
Mark Drawing Type 1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)

Goods and Services
For BOOKLETS PROVIDING CASUALTY INSURANCE INFORMATION TO UNDERWRITERS
International Class(es) 016 - Primary Class
U.S Class(es) 038
Class Status ABANDONED
First Use Jan. 01, 1984
Use in Commerce Jan. 01, 1984

Basis Information (Case Level)
Filed Use Yes
Currently Use Yes
Filed ITU No
Currently ITU No
Filed 44D No
Currently 44D No
Filed 44E No
Currently 44E No
Filed 66A No
Currently 66A No
Filed No Basis No
Currently No Basis No

Current Owner(s) Information
Owner Name INSURANCE INFORMATION INSTITUTE
Owner Address 110 WILLIAM STREET NEW YORK, NEW YORK UNITED STATES 10038
Legal Entity Type NON-PROFIT ASSOCIATION
State or Country Where Organized NEW YORK

Attorney/Correspondence Information
Attorney Name ROBERT W. FIDDLER
Correspondent Name/Address ROBERT W FIDDLER, 7814 EMPIRE STATE BLDG, NEW YORK, NEW YORK UNITED STATES 10118

Prosecution History
Date Description
1985-11-26 ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
1985-04-23 FINAL REFUSAL MAILED
1984-08-06 NON-FINAL ACTION MAILED
1984-07-30 ASSIGNED TO EXAMINER

TM Staff and Location Information
Law Office Assigned data usage
Current Location FILE REPOSITORY (FRANCONIA)
Date in Location 1986-01-07
INSURANCE BIBLIOGRAPHIC INFORMATION SYSTEM 73475286 1984-04-13 No data No data
Register Principal
Mark Type Service Mark
Status Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Status Date 1986-07-02

Mark Information
Mark Literal Elements INSURANCE BIBLIOGRAPHIC INFORMATION SYSTEM
Standard Character Claim Yes. The mark consists of standard characters without claim to any particular font style, size, or color.
Mark Drawing Type 1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)

Goods and Services
For INFORMATION STORAGE AND RETRIEVAL SERVICES IN THE FIELD OF INSURANCE
International Class(es) 036 - Primary Class
U.S Class(es) 102
Class Status ABANDONED
First Use Jan. 01, 1984
Use in Commerce Jan. 01, 1984

Basis Information (Case Level)
Filed Use Yes
Currently Use Yes
Filed ITU No
Currently ITU No
Filed 44D No
Currently 44D No
Filed 44E No
Currently 44E No
Filed 66A No
Currently 66A No
Filed No Basis No
Currently No Basis No

Current Owner(s) Information
Owner Name INSURANCE INFORMATION INSTITUTE
Owner Address 110 WILLIAM STREET NEW YORK, NEW YORK UNITED STATES 10038
Legal Entity Type CORPORATION
State or Country Where Organized NEW YORK

Attorney/Correspondence Information
Attorney Name ROBERT W. FIDDLER
Correspondent Name/Address ROBERT W FIDDLER, 7814 EMPIRE STATE BLDG, NEW YORK, NEW YORK UNITED STATES 10118

Prosecution History
Date Description
1986-07-02 ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
1985-12-13 FINAL REFUSAL MAILED
1985-09-23 CORRESPONDENCE RECEIVED IN LAW OFFICE
1985-03-21 NON-FINAL ACTION MAILED
1985-01-22 CORRESPONDENCE RECEIVED IN LAW OFFICE
1984-07-17 NON-FINAL ACTION MAILED
1984-07-11 ASSIGNED TO EXAMINER

TM Staff and Location Information
Law Office Assigned data usage
Current Location FILE REPOSITORY (FRANCONIA)
Date in Location 1986-07-08
INSURANCE INFORMATION INSTITUTE 73418945 1983-03-28 1283693 1984-06-26
Trademark image
Register Principal
Mark Type Service Mark
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.
Status Date 1990-11-30
Publication Date 1984-04-03
Date Cancelled 1990-11-30

Mark Information
Mark Literal Elements INSURANCE INFORMATION INSTITUTE
Standard Character Claim No
Mark Drawing Type 3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Design Search Code(s) 01.15.03 - Fire (flames), other than emanating from objects, words, numbers, fireplaces or candles; Flames, other than flames emanating from objects, words, numbers, fireplaces or candles

Goods and Services
For Association Services-Namely, Promoting the General Interests of the Insurance Industry, Particularly Relating to Dissemination of Insurance Information
International Class(es) 041 - Primary Class
U.S Class(es) 107
Class Status SECTION 8 - CANCELLED
First Use Jan. 03, 1959
Use in Commerce Jan. 03, 1959

Basis Information (Case Level)
Filed Use Yes
Currently Use Yes
Filed ITU No
Currently ITU No
Filed 44D No
Currently 44D No
Filed 44E No
Currently 44E No
Filed 66A No
Currently 66A No
Filed No Basis No
Currently No Basis No

Current Owner(s) Information
Owner Name Insurance Information Institute
Owner Address 110 William St. New York, NEW YORK UNITED STATES 10038
Legal Entity Type non-profit association
State or Country Where Organized NEW YORK

Attorney/Correspondence Information
Attorney Name Robert W. Fiddler
Correspondent Name/Address ROBERT W FIDDLER, 7814 EMPIRE STATE BLDG, NEW YORK, NEW YORK UNITED STATES 10118

Prosecution History
Date Description
1990-11-30 CANCELLED SEC. 8 (6-YR)
1984-06-26 REGISTERED-PRINCIPAL REGISTER
1984-04-03 PUBLISHED FOR OPPOSITION
1984-02-16 NOTICE OF PUBLICATION
1983-12-12 APPROVED FOR PUB - PRINCIPAL REGISTER
1983-12-08 EXAMINER'S AMENDMENT MAILED
1983-11-14 ASSIGNED TO EXAMINER

TM Staff and Location Information
Current Location FILE DESTROYED
Date in Location 1994-06-11

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c/o c t corporation system

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28 liberty street, NEW YORK, NY, United States, 10005

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Date of last update: 05 Jan 2025

Sources: New York Secretary of State

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