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CASARY BENEFITS, LLC - Florida Company Profile

Company Details

Entity Name: CASARY BENEFITS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

CASARY BENEFITS, 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.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

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: 02 Jun 2020 (5 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 26 Feb 2024 (a year ago)
Document Number: L20000149328
FEI/EIN Number 851339205

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2412 Irwin St, Melbourne, FL, 32901, US
Mail Address: P.O. BOX 560772, ROCKLEDGE, FL, 32956, US
ZIP code: 32901
County: Brevard
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
ROBERTS CARRIE D Manager P.O. BOX 560772, ROCKLEDGE, FL, 32956
ROBERTS CARRIE D Agent 2412 Irwin St, Melbourne, FL, 32901

Events

Event Type Filed Date Value Description
LC NAME CHANGE 2024-02-26 CASARY BENEFITS, LLC -
CHANGE OF PRINCIPAL ADDRESS 2022-02-18 2412 Irwin St, SUITE 47, Melbourne, FL 32901 -
REGISTERED AGENT ADDRESS CHANGED 2022-02-18 2412 Irwin St, SUITE 47, Melbourne, FL 32901 -

Documents

Name Date
ANNUAL REPORT 2024-04-16
LC Name Change 2024-02-26
ANNUAL REPORT 2023-04-21
ANNUAL REPORT 2022-02-18
ANNUAL REPORT 2021-04-28
Florida Limited Liability 2020-06-02

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2611213 CASARY BENEFITS, LLC - S85KVKUN7HW3 2412 IRWIN ST STE 47, MELBOURNE, FL, 32901-7316
Capabilities Statement Link -
Phone Number 321-345-1586
Fax Number -
E-mail Address carrie@5pointsconsultinggroup.com
WWW Page https://americantrusteefl.com
E-Commerce Website https://americantrusteefl.com
Contact Person CARRIE ROBERTS
County Code (3 digit) 009
Congressional District 08
Metropolitan Statistical Area 4900
CAGE Code 909Q7
Year Established 2020
Accepts Government Credit Card No
Legal Structure LLC
Ownership and Self-Certifications Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Service-Disabled Veteran, Veteran, Economically Disadvantaged Women-Owned Small Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative American Trustee of Florida helps employers source affordable Insurance products to use as employee benefits and professional Life and Disability. We are able to save employers 18% on annual health insurance renewals. We also help senior employees with Medicare needs.
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords Insurance sales, employee benefits, disability, paycheck protection, life insurance, health insurance, cancer insurance, critical illness insurance, medicare advantage, medicare supplements, telemedicine, insurance education, benefits enrollment
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified Yes
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified Yes
Service-Disabled Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certification Date 2021-09-27
Service-Disabled Veteran-Owned Small Business Certification Expiration Date 2026-09-27

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 524210
NAICS Code's Description Insurance Agencies and Brokerages
Buy Green Yes
Code 524292
NAICS Code's Description Pharmacy Benefit Management and Other Third-Party Administration of Insurance and Pension Funds
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 03 Apr 2025

Sources: Florida Department of State