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  5. Alliance Insurance Advisors, LLC

Alliance Insurance Advisors, LLC

Company Details

Name: Alliance Insurance Advisors, LLC
Jurisdiction: Minnesota
Legal type: Assumed Name
Status: Active / In Good Standing
Date formed: 09 Aug 2011 (13 years ago)
Company Number: 3a6f5ef6-97d4-e011-a886-001ec94ffe7f
File Number: 4406506-2
Principal Place of Business Address: 4782 Washington Square, White Bear Lake, MN 55110, USA
ZIP code: 55110
County: Ramsey County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALLIANCE INSURANCE ADVISORS 401(K) PLAN 2023 452956840 2024-06-17 ALLIANCE INSURANCE ADVISORS 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 6517976701
Plan sponsor’s address 4782 WASHINGTON AVE, WHITE BEAR LAKE, MN, 55110

Plan administrator’s name and address
Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of
Role Plan administrator
Date 2024-06-17
Name of individual signing ALICIA M. TURNER
Valid signature Filed with authorized/valid electronic signature
ALLIANCE INSURANCE ADVISORS 401(K) PLAN 2022 452956840 2023-07-25 ALLIANCE INSURANCE ADVISORS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 6517976701
Plan sponsor’s address 4782 WASHINGTON AVENUE, WHITE BEAR LAKE, MN, 55110

Plan administrator’s name and address
Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of
Role Plan administrator
Date 2023-07-25
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
ALLIANCE INSURANCE ADVISORS 401(K) PLAN 2021 452956840 2022-07-28 ALLIANCE INSURANCE ADVISORS 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 6517976701
Plan sponsor’s address 4782 WASHINGTON AVENUE, WHITE BEAR LAKE, MN, 55110

Plan administrator’s name and address
Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of
Role Plan administrator
Date 2022-07-28
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
ALLIANCE INSURANCE ADVISORS 401(K) PLAN 2020 452956840 2021-07-23 ALLIANCE INSURANCE ADVISORS 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 6517976701
Plan sponsor’s address 4782 WASHINGTON AVENUE, WHITE BEAR LAKE, MN, 55110

Plan administrator’s name and address
Administrator’s EIN 463340706
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES
Plan administrator’s address PO BOX 55757, SUITE 320, BOSTON, MA, 02205
Administrator’s telephone number 8668828442

Signature of
Role Plan administrator
Date 2021-07-23
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
ALLIANCE INSURANCE ADVISORS 401(K) PLAN 2019 452956840 2020-07-24 ALLIANCE INSURANCE ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 6517976701
Plan sponsor’s address 4782 WASHINGTON AVENUE, WHITE BEAR LAKE, MN, 55110

Plan administrator’s name and address
Administrator’s EIN 463340706
Plan administrator’s name GOLDLEAF PARTNERS FIDUCIARY SERVICES
Plan administrator’s address 8009 34TH AVENUE SOUTH, SUITE 320, MINNEAPOLIS, MN, 55425
Administrator’s telephone number 8668828442

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature

Aplicant

Name Role Address
Alliance Insurance Advisors Agency LLC Aplicant 4782 Washington Square, White Bear Lake, MN 55110

Filing

Filing Name Filing date
Annual Reinstatement - Assumed Name 2021-09-21
Expired - Assumed Name 2021-08-10
Amendment - Assumed Name 2014-11-10
Original Filing - Assumed Name (Business Name: Alliance Insurance Advisors, LLC) 2011-08-09

Related by officers

No related officers

Related by address

4782 Washington Square, White Bear Lake, MN 55110, USA

Alliance Insurance Advisors Agency, LLC

Date of last update: 24 Sep 2024

Sources: Minnesota's Official State Website

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