| Entity Name: | ACCESS INSURANCE UNDERWRITER, LLC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
ACCESS INSURANCE UNDERWRITER, LLC. is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations. |
| Status: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 12 Dec 2003 (21 years ago) |
| Last Event: | LC AMENDMENT |
| Event Date Filed: | 12 Sep 2007 (18 years ago) |
| Document Number: | L03000052619 |
| FEI/EIN Number |
200474935
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 2850 N. ANDREWS AVE., FT. LAUDERDALE, FL, 33311, US |
| Mail Address: | 2850 N. ANDREWS AVE., FT. LAUDERDALE, FL, 33311, US |
| ZIP code: | 33311 |
| County: | Broward |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
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| ACCESS INSURANCE UNDERWRITER LLC 401(K) SAVINGS PLAN | 2023 | 200474935 | 2024-10-14 | ACCESS INSURANCE UNDERWRITER, LLC | 15 | |||||||||||||||||||||||||||||||||
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| ACCESS INSURANCE UNDERWRITER LLC 401(K) SAVINGS PLAN | 2022 | 200474935 | 2023-05-31 | ACCESS INSURANCE UNDERWRITER, LLC | 18 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2023-05-31 |
| Name of individual signing | MICHAEL BURKE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-05-31 |
| Name of individual signing | PHILLIP WARDELL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 9545614666 |
| Plan sponsor’s address | 2850 N. ANDREWS AVE, FORT LAUDERDALE, FL, 33311 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-15 |
| Name of individual signing | MICHAEL BURKE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 9545614666 |
| Plan sponsor’s address | 2850 N. ANDREWS AVE, FORT LAUDERDALE, FL, 33311 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-08 |
| Name of individual signing | PHILLIP WARDELL |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-06-08 |
| Name of individual signing | PHILLIP WARDELL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 9545614666 |
| Plan sponsor’s address | 2850 N. ANDREWS AVE, FORT LAUDERDALE, FL, 33311 |
Signature of
| Role | Plan administrator |
| Date | 2020-05-21 |
| Name of individual signing | MICHAEL BURKE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-05-21 |
| Name of individual signing | MICHAEL BURKE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 9545614666 |
| Plan sponsor’s address | 2850 N. ANDREWS AVE, FORT LAUDERDALE, FL, 33311 |
Signature of
| Role | Plan administrator |
| Date | 2019-10-04 |
| Name of individual signing | MICHAEL BURKE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2019-10-04 |
| Name of individual signing | MICHAEL BURKE |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 9545614666 |
| Plan sponsor’s address | 2850 N. ANDREWS AVE, FORT LAUDERDALE, FL, 33311 |
Signature of
| Role | Plan administrator |
| Date | 2018-10-12 |
| Name of individual signing | MICHAEL MACHADO |
| Valid signature | Filed with incorrect/unrecognized electronic signature |
| Role | Employer/plan sponsor |
| Date | 2018-10-12 |
| Name of individual signing | PHILLIP WARDELL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 9545614666 |
| Plan sponsor’s address | 2850 N. ANDREWS AVE, FORT LAUDERDALE, FL, 33311 |
Signature of
| Role | Plan administrator |
| Date | 2018-10-12 |
| Name of individual signing | MICHAEL MACHADO |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2018-10-12 |
| Name of individual signing | PHILLIP WARDELL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 9545614666 |
| Plan sponsor’s address | 2850 N. ANDREWS AVE, FORT LAUDERDALE, FL, 33311 |
Signature of
| Role | Plan administrator |
| Date | 2017-06-12 |
| Name of individual signing | NANCYGONZALEZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| WARDELL PHILLIP MMGRM | Agent | 2850 N. ANDREWS AVE., FT. LAUDERDALE, FL, 33311 |
| WARDELL PHILLIP M | President | 2850 N. ANDREWS AVE., FT. LAUDERDALE, FL, 33311 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2015-04-23 | WARDELL, PHILLIP M, MGRM | - |
| LC AMENDMENT | 2007-09-12 | - | - |
| AMENDMENT | 2003-12-23 | - | - |
| Title | Case Number | Docket Date | Status | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| JANICE S. GEE, JEFF ALTIZER and WENDY STARKS VS ACCESS INSURANCE PLANNERS, INC., et al. | 4D2014-2706 | 2014-07-22 | Closed | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Name | WENDY STARKS |
| Role | Appellant |
| Status | Active |
| Name | JANICE S. GEE |
| Role | Appellant |
| Status | Active |
| Representations | DANIEL E. OATES |
| Name | JEFF ALTIZER |
| Role | Appellant |
| Status | Active |
| Name | JAN GEE INSURANCE, LLC |
| Role | Appellee |
| Status | Active |
| Name | ACCESS INSURANCE PLANNERS, INC. |
| Role | Appellee |
| Status | Active |
| Representations | Kimberly Kanoff Berman, DOUGLAS M. MCINTOSH, JAMES ANDREW WARDELL |
| Name | ACCESS INSURANCE UNDERWRITER, LLC. |
| Role | Cross-Appellee |
| Status | Active |
| Name | Hon. Michael L. Gates |
| Role | Judge/Judicial Officer |
| Status | Active |
| Name | Clerk - Broward |
| Role | Lower Tribunal Clerk |
| Status | Active |
Docket Entries
| Docket Date | 2015-11-13 |
| Type | Mandate |
| Subtype | Mandate |
| Description | Mandate |
| Docket Date | 2015-10-22 |
| Type | Misc. Events |
| Subtype | West Publishing |
| Description | West Publishing |
| Docket Date | 2015-10-22 |
| Type | Order |
| Subtype | Order on Motion For Clarification |
| Description | Ord-Denying Clarification ~ ORDERED that appellants' October 7, 2015 motion for clarification is denied. |
| Docket Date | 2015-09-30 |
| Type | Disposition by Opinion |
| Subtype | Affirmed in Part/Reversed in Part |
| Description | Affirmed in Part/Reversed in Part - Authored Opinion |
| Docket Date | 2015-09-16 |
| Type | Misc. Events |
| Subtype | Oral Argument Date Set |
| Description | Oral Argument Date Set ~ 4th DCA |
| Docket Date | 2015-06-30 |
| Type | Order |
| Subtype | Order on Motion/Request for Oral Argument |
| Description | ORD-Setting Oral Argument |
| Docket Date | 2015-06-26 |
| Type | Order |
| Subtype | Order on Motion For Continuation of Oral Argument |
| Description | Order Denying Continuance of Oral Argument |
| Docket Date | 2015-04-20 |
| Type | Record |
| Subtype | Supplemental Record |
| Description | Supplemental Records ~ ***CORRECTED*** TWO (2) VOLUMES |
| On Behalf Of | Clerk - Broward |
| Docket Date | 2015-04-16 |
| Type | Record |
| Subtype | Supplemental Record |
| Description | Supplemental Records ~ TWO (2) VOLUMES |
| On Behalf Of | Clerk - Broward |
| Docket Date | 2015-01-14 |
| Type | Brief |
| Subtype | Reply Brief |
| Description | Appellant's Reply Brief |
| On Behalf Of | JANICE S. GEE |
| Docket Date | 2014-12-09 |
| Type | Notice |
| Subtype | Notice of Agreed Extension of Time - Answer Brief |
| Description | Notice of Agreed Extension - Answer Brief |
| On Behalf Of | ACCESS INSURANCE PLANNERS, INC |
| Docket Date | 2014-11-10 |
| Type | Notice |
| Subtype | Notice of Agreed Extension of Time - Initial Brief |
| Description | Notice of Agreed Extension - Initial Brief |
| On Behalf Of | JANICE S. GEE |
| Docket Date | 2014-11-06 |
| Type | Order |
| Subtype | Order on Motion to Consolidate |
| Description | ORD-Granting Consolidation ~ ORDERED that upon consideration of appellants' response filed October 14, 2014 to appellees' motion to stay appeal filed October 8, 2014, appellants' response is treated as a motion to consolidate with case number 4D14-1883 and is granted. The above-styled case numbers are now consolidated for all purposes, with briefs to be filed separately for each of the above-styled case numbers. The appeal shall proceed under case number 4D14-1883 and under the time schedule for a final appeal and according to the requirements of Florida Rule of Appellate Procedure; further, ORDERED that appellees' motion filed October 8, 2014, to stay appeal, is denied as moot. |
| Docket Date | 2014-10-14 |
| Type | Response |
| Subtype | Response |
| Description | Response ~ TO MOTION TO STAY (TREATED AS M/CONSOLIDATE & GRANTED-SEE 11/6/14 ORDER) |
| On Behalf Of | JANICE S. GEE |
| Docket Date | 2014-10-14 |
| Type | Order |
| Subtype | Order on Motion to Supplement Record & EOT/Toll Briefing |
| Description | Order Granting Motion to Supplement the Record ~ ORDERED that appellants' stipulation filed October 7, 2014, and motion filed October 9, 2014, to correct and/or supplement the record is granted. The material requested in the motion shall be included in the record on appeal. The clerk of the lower tribunal shall prepare and file the supplemented material in this court within twenty (20) days from the date of this order. Appellants shall monitor the supplementation process. |
| Docket Date | 2014-10-09 |
| Type | Motions Relating to Records |
| Subtype | Motion to Supplement Record |
| Description | Motion To File Supplemental Record ~ *AND/OR* CORRECT |
| On Behalf Of | JANICE S. GEE |
| Docket Date | 2014-10-08 |
| Type | Motions Other |
| Subtype | Motion To Stay |
| Description | Motion To Stay ~ (DENIED AS MOOT 11/6/14) |
| On Behalf Of | ACCESS INSURANCE PLANNERS, INC |
| Docket Date | 2014-10-07 |
| Type | Motions Relating to Records |
| Subtype | Motion to Amend/Correct Record |
| Description | Motion To Correct the Record |
| On Behalf Of | JANICE S. GEE |
| Docket Date | 2014-09-17 |
| Type | Notice |
| Subtype | Notice of Agreed Extension of Time - Initial Brief |
| Description | Notice of Agreed Extension - Initial Brief ~ 30 DAYS FROM RECEIPT OF THE INDEX TO THE ROA |
| On Behalf Of | JANICE S. GEE |
| Docket Date | 2014-07-24 |
| Type | Notice |
| Subtype | Notice of Appearance |
| Description | Notice of Appearance |
| On Behalf Of | ACCESS INSURANCE PLANNERS, INC |
| Docket Date | 2014-07-23 |
| Type | Letter |
| Subtype | Acknowledgment Letter |
| Description | Acknowledgment Letter |
| Docket Date | 2014-07-22 |
| Type | Notice |
| Subtype | Notice of Appeal |
| Description | Notice of Appeal Filed |
| On Behalf Of | JANICE S. GEE |
| Docket Date | 2014-07-22 |
| Type | Misc. Events |
| Subtype | Fee Status |
| Description | A3:Paid In Full - $300 |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-07 |
| ANNUAL REPORT | 2024-01-09 |
| ANNUAL REPORT | 2023-01-03 |
| ANNUAL REPORT | 2022-01-21 |
| ANNUAL REPORT | 2021-02-09 |
| AMENDED ANNUAL REPORT | 2020-09-10 |
| ANNUAL REPORT | 2020-03-13 |
| ANNUAL REPORT | 2019-04-30 |
| ANNUAL REPORT | 2018-08-16 |
| ANNUAL REPORT | 2017-04-21 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 9882017108 | 2020-04-15 | 0455 | PPP | 2850 N ANDREWS AVE, WILTON MANORS, FL, 33311-2514 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 03 Mar 2025
Sources: Florida Department of State
