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  5. LIFE BROKERAGE FINANCIAL GROUP, INC.

LIFE BROKERAGE FINANCIAL GROUP, INC. - Florida Company Profile

Headquarter

Company Details

Entity Name: LIFE BROKERAGE FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

LIFE BROKERAGE FINANCIAL GROUP, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation 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: 28 Feb 2007 (18 years ago)
Document Number: P07000026615
FEI/EIN Number 770672218

Federal Employer Identification (FEI) Number assigned by the IRS.
Mail Address: 18167 US Highway 19 N, Clearwater, FL, 33764, US
Address: 18167 US Hwy 19 N, CLEARWATER, FL, 33764, US
ZIP code: 33764
County: Pinellas
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of LIFE BROKERAGE FINANCIAL GROUP, INC., ALABAMA 000-307-062 ALABAMA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LIFE BROKERAGE FINANCIAL GROUP 401(K) PLAN 2022 770672218 2023-03-28 LIFE BROKERAGE FINANCIAL GROUP 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 7277919080
Plan sponsor’s address 2360 BOY SCOUT RD, CLEARWATER, FL, 337630900

Signature of
Role Plan administrator
Date 2023-03-28
Name of individual signing JIM BESSELL
Valid signature Filed with authorized/valid electronic signature
LIFE BROKERAGE FINANCIAL GROUP 401(K) PLAN 2021 770672218 2022-06-14 LIFE BROKERAGE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 7277919080
Plan sponsor’s address 2360 BOY SCOUT RD, CLEARWATER, FL, 337630900

Signature of
Role Plan administrator
Date 2022-06-14
Name of individual signing JIM BESSELL
Valid signature Filed with authorized/valid electronic signature
LIFE BROKERAGE FINANCIAL GROUP 401(K) PLAN 2020 770672218 2021-05-27 LIFE BROKERAGE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 7277919080
Plan sponsor’s address 2360 BOY SCOUT RD, CLEARWATER, FL, 337630900

Signature of
Role Plan administrator
Date 2021-05-27
Name of individual signing JIM BESSELL
Valid signature Filed with authorized/valid electronic signature
LIFE BROKERAGE FINANCIAL GROUP 401(K) PLAN 2019 770672218 2020-06-03 LIFE BROKERAGE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 7277919080
Plan sponsor’s address 2360 BOY SCOUT RD, CLEARWATER, FL, 337630900

Signature of
Role Plan administrator
Date 2020-06-03
Name of individual signing JAMES BESSELL
Valid signature Filed with authorized/valid electronic signature
LIFE BROKERAGE FINANCIAL GROUP 401(K) PLAN 2018 770672218 2019-07-11 LIFE BROKERAGE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 7277919080
Plan sponsor’s address 2360 BOY SCOUT RD, CLEARWATER, FL, 337630900

Signature of
Role Plan administrator
Date 2019-07-11
Name of individual signing JIM BESSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-11
Name of individual signing JIM BESSELL
Valid signature Filed with authorized/valid electronic signature
LIFE BROKERAGE FINANCIAL GROUP 401(K) PLAN 2017 770672218 2018-05-02 LIFE BROKERAGE FINANCIAL GROUP 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 7277919080
Plan sponsor’s address 2360 BOY SCOUT RD, CLEARWATER, FL, 337630900

Signature of
Role Plan administrator
Date 2018-05-02
Name of individual signing JIM BESSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-02
Name of individual signing JIM BESSELL
Valid signature Filed with authorized/valid electronic signature
LIFE BROKERAGE FINANCIAL GROUP 401(K) PLAN 2016 770672218 2017-07-17 LIFE BROKERAGE FINANCIAL GROUP 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 7277919080
Plan sponsor’s address 2360 BOY SCOUT RD, CLEARWATER, FL, 337630900

Signature of
Role Plan administrator
Date 2017-07-17
Name of individual signing JAMES BESSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-17
Name of individual signing JAMES BESSELL
Valid signature Filed with authorized/valid electronic signature
LIFE BROKERAGE FINANCIAL GROUP 401(K) PLAN 2015 770672218 2016-04-08 LIFE BROKERAGE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 7277919080
Plan sponsor’s address 2360 BOY SCOUT RD, CLEARWATER, FL, 337630900

Signature of
Role Plan administrator
Date 2016-04-08
Name of individual signing JAMES BESSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-08
Name of individual signing JAMES BESSELL
Valid signature Filed with authorized/valid electronic signature
LIFE BROKERAGE FINANCIAL GROUP 401(K) PLAN 2014 770672218 2015-04-01 LIFE BROKERAGE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 7272162121
Plan sponsor’s address 2360 BOY SCOUT RD, CLEARWATER, FL, 337630900

Signature of
Role Plan administrator
Date 2015-04-01
Name of individual signing JIM BESSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-01
Name of individual signing JIM BESSELL
Valid signature Filed with authorized/valid electronic signature
LIFE BROKERAGE FINANCIAL GROUP 401(K) PLAN 2013 770672218 2014-06-02 LIFE BROKERAGE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 7277919080
Plan sponsor’s address 2360 BOYSCOUT ROAD, CLEARWATER, FL, 33763

Signature of
Role Plan administrator
Date 2014-06-02
Name of individual signing JAMES BESSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-02
Name of individual signing JAMES BESSELL
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Richardson Gary A President 18167 US Highway 19 N, Clearwater, FL, 33764
GEITNER CHARLES Agent 100 N. Ashley Dr., #600, TAMPA, FL, 33602

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-15 18167 US Hwy 19 N, Ste 400, CLEARWATER, FL 33764 -
CHANGE OF MAILING ADDRESS 2024-04-15 18167 US Hwy 19 N, Ste 400, CLEARWATER, FL 33764 -
REGISTERED AGENT ADDRESS CHANGED 2020-01-27 100 N. Ashley Dr., #600, TAMPA, FL 33602 -
REGISTERED AGENT NAME CHANGED 2014-01-14 GEITNER, CHARLES -

Documents

Name Date
ANNUAL REPORT 2024-04-15
ANNUAL REPORT 2023-02-17
ANNUAL REPORT 2022-03-08
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-01-27
ANNUAL REPORT 2019-03-12
ANNUAL REPORT 2018-01-25
ANNUAL REPORT 2017-02-13
ANNUAL REPORT 2016-02-03
ANNUAL REPORT 2015-01-29

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Companies related by address

18167 US Highway 19 N, Clearwater, FL, 33764, US

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Date of last update: 02 Apr 2025

Sources: Florida Department of State

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