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LIFE BROKERAGE FINANCIAL GROUP, INC.

Headquarter

Company Details

Entity Name: LIFE BROKERAGE FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 28 Feb 2007 (18 years ago)
Document Number: P07000026615
FEI/EIN Number 770672218
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

Agent

Name Role Address
GEITNER CHARLES Agent 100 N. Ashley Dr., #600, TAMPA, FL, 33602

President

Name Role Address
Richardson Gary A President 18167 US Highway 19 N, Clearwater, FL, 33764

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-15 18167 US Hwy 19 N, Ste 400, CLEARWATER, FL 33764 No data
CHANGE OF MAILING ADDRESS 2024-04-15 18167 US Hwy 19 N, Ste 400, CLEARWATER, FL 33764 No data
REGISTERED AGENT ADDRESS CHANGED 2020-01-27 100 N. Ashley Dr., #600, TAMPA, FL 33602 No data
REGISTERED AGENT NAME CHANGED 2014-01-14 GEITNER, CHARLES No data

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

Date of last update: 02 Feb 2025

Sources: Florida Department of State