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  5. WINONA AGENCY, INC.

WINONA AGENCY, INC.

Headquarter

Company Details

Name: WINONA AGENCY, INC.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 30 Dec 1965 (59 years ago)
Company Number: 624813e5-afd4-e011-a886-001ec94ffe7f
File Number: 1J-149
Registered Office Address: 174 Center Street, Winona, MN 55987, USA
Principal Executive Office Address: 174 CENTER STREET, WINONA, MN 55987, USA
ZIP code: 55987
County: Winona County
Place of Formation: Minnesota

Links between entities

Type Company Name Company Number State
Headquarter of WINONA AGENCY, INC., NEW YORK 4556212 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WINONA AGENCY, INC. 401(K) SAVINGS PLAN 2023 410902639 2024-09-18 WINONA AGENCY, INC. 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 5074523366
Plan sponsor’s address 174 CENTER ST., PO BOX 919, WINONA, MN, 55987

Signature of
Role Plan administrator
Date 2024-09-18
Name of individual signing NICOLE VOLNER
Valid signature Filed with authorized/valid electronic signature
WINONA AGENCY, INC. 401(K) SAVINGS PLAN 2022 410902639 2023-10-12 WINONA AGENCY, INC. 58
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 5074523366
Plan sponsor’s address 174 CENTER ST., PO BOX 919, WINONA, MN, 55987

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing NICOLE VOLNER
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE STOCK OWNERSHIP PLAN OF WINONA AGENCY, INC. 2013 410902639 2014-07-28 WINONA AGENCY, INC. 53
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 5074523366
Plan sponsor’s mailing address P.O. BOX 919, WINONA, MN, 55987
Plan sponsor’s address 174 CENTER STREET, WINONA, MN, 55987

Number of participants as of the end of the plan year
Active participants 44
Retired or separated participants receiving benefits 4
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 50
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of
Role Plan administrator
Date 2014-07-28
Name of individual signing BARBARA LAUFENBERG
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE STOCK OWNERSHIP PLAN OF WINONA AGENCY, INC. 2012 410902639 2013-07-23 WINONA AGENCY, INC. 53
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 5074523366
Plan sponsor’s mailing address P.O. BOX 919, WINONA, MN, 55987
Plan sponsor’s address 174 CENTER STREET, WINONA, MN, 55987

Number of participants as of the end of the plan year
Active participants 44
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 50
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2013-07-23
Name of individual signing BARBARA LAUFENBERG
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE STOCK OWNERSHIP (ESOP) OF WINONA AGENCY, INC. 2011 410902639 2012-07-23 WINONA AGENCY, INC. 51
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 5074523366
Plan sponsor’s mailing address P.O. BOX 919, WINONA, MN, 55987
Plan sponsor’s address 174 CENTER STREET, WINONA, MN, 55987

Plan administrator’s name and address
Administrator’s EIN 410902639
Plan administrator’s name WINONA AGENCY, INC.
Plan administrator’s address P.O. BOX 919, WINONA, MN, 55987
Administrator’s telephone number 5074523366

Number of participants as of the end of the plan year
Active participants 45
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 52
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2012-07-23
Name of individual signing BARBARA LAUFENBERG
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE STOCK OWNERSHIP (ESOP) OF WINONA AGENCY, INC. 2010 410902639 2011-07-22 WINONA AGENCY, INC. 50
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 5074523366
Plan sponsor’s mailing address P.O. BOX 919, WINONA, MN, 55987
Plan sponsor’s address 174 CENTER STREET, WINONA, MN, 55987

Plan administrator’s name and address
Administrator’s EIN 410902639
Plan administrator’s name WINONA AGENCY, INC.
Plan administrator’s address P.O. BOX 919, WINONA, MN, 55987
Administrator’s telephone number 5074523366

Number of participants as of the end of the plan year
Active participants 47
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 48
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2011-07-22
Name of individual signing NICOLE MEDGAARDEN
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE STOCK OWNERSHIP (ESOP) OF WINONA AGENCY, INC. 2009 410902639 2010-07-28 WINONA AGENCY, INC. 51
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 5074523366
Plan sponsor’s mailing address P.O. BOX 919, WINONA, MN, 55987
Plan sponsor’s address 174 CENTER STREET, WINONA, MN, 55987

Plan administrator’s name and address
Administrator’s EIN 410902639
Plan administrator’s name WINONA AGENCY, INC.
Plan administrator’s address P.O. BOX 919, WINONA, MN, 55987
Administrator’s telephone number 5074523366

Number of participants as of the end of the plan year
Active participants 43
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 48
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 3

Signature of
Role Plan administrator
Date 2010-07-28
Name of individual signing NICOLE MEDGAARDEN
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
KEVIN RITZ Chief Executive Officer 174 CENTER STREET, WINONA, MN 55987, USA

Agent

Name Role
Kevin Ritz Agent

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2020-07-29
Business Corporation (Domestic) Restated Articles 1989-05-24
Business Corporation (Domestic) Business Name (Business Name: WINONA AGENCY, INC.) 1989-05-24
Business Corporation (Domestic) Active Status Report 1980-08-20
Amendment - Business Corporation (Domestic) 1979-07-24
Business Corporation (Domestic) Change of Shares 1976-05-21
Business Corporation (Domestic) Business Name (Business Name: Winona Underwriters, Inc.) 1967-08-03
Merger - Business Corporation (Domestic) 1967-08-03
Original Filing - Business Corporation (Domestic) 1965-12-30
Business Corporation (Domestic) Business Name (Business Name: Winona Agency, Inc.) 1965-12-30

Related by officers

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Western Insurance Agency, Inc.

Related by address

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WA Group Western Insurance Agency, Inc.

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website

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