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  5. INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC.

INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC.

Headquarter

Company Details

Name: INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 10 Dec 1920 (104 years ago)
Entity Number: 16103
ZIP code: 13214
County: Onondaga
Place of Formation: New York
Address: 1ST FLOOR, 5784 WIDEWATERS PARKWAY, DEWITT, NY, United States, 13214

Links between entities

Type Company Name Company Number State
Headquarter of INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC., CONNECTICUT 2335614 CONNECTICUT

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INDEPENDENT INSURANCE AGENTS & BROKERS OF 2015 150544434 2016-04-29 INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-05-01
Business code 524210
Sponsor’s telephone number 3154329111
Plan sponsor’s address 5784 WIDEWATERS PARKWAY, 1ST FLOOR, DEWITT, NY, 13214

Plan administrator’s name and address
Administrator’s EIN 150544434
Plan administrator’s name INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC.
Plan administrator’s address 5784 WIDEWATERS PARKWAY, 1ST FLOOR, DEWITT, NY, 13214
Administrator’s telephone number 3154329111

Signature of
Role Plan administrator
Date 2016-04-29
Name of individual signing CHRISTOPHER TOGIAS
Role Employer/plan sponsor
Date 2016-04-29
Name of individual signing CHRISTOPHER TOGIAS
INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC. RETIREMENT PLAN 2014 150544434 2015-07-15 INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-05-01
Business code 524210
Sponsor’s telephone number 3154329111
Plan sponsor’s address 5784 WIDEWATERS PARKWAY, 1ST FLOOR, DEWITT, NY, 13214

Plan administrator’s name and address
Administrator’s EIN 150544434
Plan administrator’s name INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC.
Plan administrator’s address 5784 WIDEWATERS PARKWAY, 1ST FLOOR, DEWITT, NY, 13214
Administrator’s telephone number 3154329111

Signature of
Role Plan administrator
Date 2015-07-15
Name of individual signing REGINA WRIGHT
Role Employer/plan sponsor
Date 2015-07-15
Name of individual signing REGINA WRIGHT
INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC. RETIREMENT PLAN 2013 150544434 2014-07-31 INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-05-01
Business code 524210
Sponsor’s telephone number 3154329111
Plan sponsor’s address 5784 WIDEWATERS PARKWAY, 1ST FLOOR, DEWITT, NY, 13214

Plan administrator’s name and address
Administrator’s EIN 150544434
Plan administrator’s name INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC.
Plan administrator’s address 5784 WIDEWATERS PARKWAY, 1ST FLOOR, DEWITT, NY, 13214
Administrator’s telephone number 3154329111

Signature of
Role Plan administrator
Date 2014-07-31
Name of individual signing REGINA WRIGHT
Role Employer/plan sponsor
Date 2014-07-31
Name of individual signing REGINA WRIGHT
INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC. RETIREMENT PLAN 2012 150544434 2013-07-19 INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC. 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-05-01
Business code 524210
Sponsor’s telephone number 3154329111
Plan sponsor’s address 5784 WIDEWATERS PARKWAY, 1ST FLOOR, DEWITT, NY, 13214

Plan administrator’s name and address
Administrator’s EIN 150544434
Plan administrator’s name INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC.
Plan administrator’s address 5784 WIDEWATERS PARKWAY, 1ST FLOOR, DEWITT, NY, 13214
Administrator’s telephone number 3154329111

Signature of
Role Plan administrator
Date 2013-07-19
Name of individual signing REGINA WRIGHT
INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC. RET. PLAN 2010 150544434 2011-09-22 INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-05-01
Business code 524210
Sponsor’s telephone number 8009627950
Plan sponsor’s mailing address 5784 WIDEWATERS PARKWAY, DEWITT, NY, 13214
Plan sponsor’s address FIRST FLOOR, DEWITT, NY, 13214

Plan administrator’s name and address
Administrator’s EIN 150544434
Plan administrator’s name INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC.
Plan administrator’s address 5784 WIDEWATERS PARKWAY, DEWITT, NY, 13214
Administrator’s telephone number 8009627950

Number of participants as of the end of the plan year
Active participants 27
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 32
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2011-09-22
Name of individual signing REGINA WRIGHT
Valid signature Filed with authorized/valid electronic signature
INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK, INC. RETIREMENT PLAN 2009 150544434 2010-08-06 INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-05-01
Business code 524210
Sponsor’s telephone number 8009627950
Plan sponsor’s mailing address 5784 WIDEWATERS PARKWAY, DEWITT, NY, 13214
Plan sponsor’s address FIRST FLOOR, DEWITT, NY, 13214

Plan administrator’s name and address
Administrator’s EIN 150544434
Plan administrator’s name INDEPENDENT INSURANCE AGENTS & BROKERS OF NEW YORK
Plan administrator’s address 5784 WIDEWATERS PARKWAY, DEWITT, NY, 13214
Administrator’s telephone number 8009627950

Number of participants as of the end of the plan year
Active participants 27
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 6
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 33
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 3

Signature of
Role Plan administrator
Date 2010-08-06
Name of individual signing REGINA WRIGHT
Valid signature Filed with authorized/valid electronic signature

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 1ST FLOOR, 5784 WIDEWATERS PARKWAY, DEWITT, NY, United States, 13214

History

Start date End date Type Value
1999-06-10 2004-11-02 Address 109 TWIN OAKS DRIVE, SYRACUSE, NY, 13206, USA (Type of address: Service of Process)
1976-08-10 2003-07-23 Name INDEPENDENT INSURANCE AGENTS ASSOCIATION OF NEW YORK, INC.
1973-10-05 1999-06-10 Address 731 JAMES ST., SYRACUSE, NY, 13203, USA (Type of address: Service of Process)
1947-07-23 1976-08-10 Name NEW YORK STATE ASSOCIATION OF INSURANCE AGENTS, INC.
1920-12-10 1947-07-23 Name NEW YORK STATE ASSOCIATION OF LOCAL AGENTS, INC.

Filings

Filing Number Date Filed Type Effective Date
041102000406 2004-11-02 CERTIFICATE OF CHANGE 2004-11-02
030723000811 2003-07-23 CERTIFICATE OF AMENDMENT 2003-07-23
990610000560 1999-06-10 CERTIFICATE OF AMENDMENT 1999-06-10
B755752-2 1989-03-21 ASSUMED NAME CORP INITIAL FILING 1989-03-21
A335065-11 1976-08-10 CERTIFICATE OF AMENDMENT 1976-08-10
A106403-3 1973-10-05 CERTIFICATE OF AMENDMENT 1973-10-05
43918 1956-12-18 CERTIFICATE OF ANNULMENT OF DISSOLUTION AND REINSTATEMENT OF CORPORATE EXISTENCE 1956-12-18
DP-917 1952-10-15 DISSOLUTION BY PROCLAMATION 1952-10-15
486Q-134 1947-07-23 CERTIFICATE OF AMENDMENT 1947-07-23
187Q-112 1920-12-10 CERTIFICATE OF INCORPORATION 1920-12-10

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
15-0544434 Corporation Unconditional Exemption 5784 WIDEWATERS PKWY STE 1, DEWITT, NY, 13214-1890 1959-11
In Care of Name % REGINA WRIGHT
Group Exemption Number 0000
Subsection Board of Trade, Business League, Chamber of Commerce, Real Estate Board
Affiliation Central - This code is used if the organization is a central type organization (no group exemption) of a National, Regional or Geographic grouping of organizations.
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are not deductible.
Foundation All organizations except 501(c)(3)
Tax Period 2024-04
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Apr
Asset Amount 3789051
Income Amount 3158460
Form 990 Revenue Amount 2472322
National Taxonomy of Exempt Entities -
Sort Name -

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name INDEPENDENT INSURANCE AGENTS AND BROKERS OF NEW YORK INC
EIN 15-0544434
Tax Period 202304
Filing Type E
Return Type 990O
File View File
Organization Name INDEPENDENT INSURANCE AGENTS AND BROKERS OF NEW YORK INC
EIN 15-0544434
Tax Period 202204
Filing Type E
Return Type 990O
File View File
Organization Name INDEPENDENT INSURANCE AGENTS AND BROKERS OF NEW YORK INC
EIN 15-0544434
Tax Period 201904
Filing Type E
Return Type 990O
File View File
Organization Name INDEPENDENT INSURANCE AGENTS AND BROKERS OF NEW YORK INC
EIN 15-0544434
Tax Period 201704
Filing Type E
Return Type 990O
File View File
Organization Name INDEPENDENT INSURANCE AGENTS AND BROKERS OF NEW YORK INC
EIN 15-0544434
Tax Period 201604
Filing Type E
Return Type 990O
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4287528902 2021-04-28 0248 PPP 5784 Widewaters Pkwy, Syracuse, NY, 13214-1878
Loan Status Date 2021-11-06
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 192345
Loan Approval Amount (current) 192345
Undisbursed Amount 0
Franchise Name -
Lender Location ID 123396
Servicing Lender Name Connecticut Community Bank, National Association
Servicing Lender Address 605 West Ave, Norwalk, CT, 06850
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Syracuse, ONONDAGA, NY, 13214-1878
Project Congressional District NY-22
Number of Employees 24
NAICS code 813910
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 123396
Originating Lender Name Connecticut Community Bank, National Association
Originating Lender Address Norwalk, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 193173.15
Forgiveness Paid Date 2021-10-08

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Date of last update: 02 Mar 2025

Sources: New York Secretary of State

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