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  5. The Slocum Agency, Inc.

The Slocum Agency, Inc.

Company Details

Name: The Slocum Agency, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 04 Jan 1961 (64 years ago)
Identification Number: 000012035
ZIP code: 02886
County: Kent County
Principal Address: 333 CENTERVILLE RD, WARWICK, RI, 02886, USA
Purpose: GENERAL REAL ESTATE & INSURANCE BROKERAGE & RELATED SERVICES
Fictitious names: Slocum Family of Services (trading name, 2022-10-25 - )
Slocum Enterprises (trading name, 2022-10-25 - )
Nick Slocum Team (trading name, 2022-10-25 - )
Slocum Home Team (trading name, 2022-10-25 - )
Slocum (trading name, 2022-10-25 - )
Slocum Real Estate & Insurance (trading name, 2022-02-07 - )
Slocum Insurance (trading name, 2022-02-07 - )

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Companies doing Insurance agencies and brokerages

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SLOCUM AGENCY INC 401 (K) PROFIT SHARING PLAN & TRUST 2020 050298569 2021-06-24 THE SLOCUM AGENCY, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 333 CENTERVILLE RD, WARWICK, RI, 028864320

Signature of
Role Plan administrator
Date 2021-06-24
Name of individual signing ROBERT SLOCUM
Valid signature Filed with authorized/valid electronic signature
SLOCUM AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2020 050298569 2021-09-07 THE SLOCUM AGENCY INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 333 CENTERVILLE RD, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2021-09-07
Name of individual signing PHILIP SLOCUM
Valid signature Filed with authorized/valid electronic signature
SLOCUM AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2019 050298569 2020-05-13 SLOCUM AGENCY INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 333 CENTERVILLE RD, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2020-05-13
Name of individual signing PHILIP SLOCUM
Valid signature Filed with authorized/valid electronic signature
SLOCUM AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2018 050298569 2019-05-14 SLOCUM AGENCY INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 333 CENTERVILLE RD, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2019-05-14
Name of individual signing ROBERT SLOCUM
Valid signature Filed with authorized/valid electronic signature
SLOCUM AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2017 050298569 2018-06-28 SLOCUM AGENCY INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 333 CENTERVILLE RD, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2018-06-28
Name of individual signing ROBERT SLOCUM
Valid signature Filed with authorized/valid electronic signature
SLOCUM AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2016 050298569 2017-05-12 SLOCUM AGENCY INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 1229 GREENWICH AVE, WARWICK, RI, 028864599

Signature of
Role Plan administrator
Date 2017-05-12
Name of individual signing ROBERT G SLOCUM
Valid signature Filed with authorized/valid electronic signature
SLOCUM AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2015 050298569 2016-05-25 SLOCUM AGENCY INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 1229 GREENWICH AVE, WARWICK, RI, 028864599

Signature of
Role Plan administrator
Date 2016-05-25
Name of individual signing ROBERT SLOCUM
Valid signature Filed with authorized/valid electronic signature
SLOCUM AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2014 050298569 2015-05-27 SLOCUM AGENCY INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 1229 GREENWICH AVE, WARWICK, RI, 028864599

Signature of
Role Plan administrator
Date 2015-05-27
Name of individual signing ROBERT SLOCUM
Valid signature Filed with authorized/valid electronic signature
SLOCUM AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2013 050298569 2014-05-08 SLOCUM AGENCY INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 1229 GREENWICH AVE, WARWICK, RI, 028864599

Signature of
Role Plan administrator
Date 2014-05-08
Name of individual signing ROBERT G SLOCUM
Valid signature Filed with authorized/valid electronic signature
SLOCUM AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2012 050298569 2013-05-29 SLOCUM AGENCY INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 1229 GREENWICH AVE, WARWICK, RI, 028864599

Signature of
Role Plan administrator
Date 2013-05-29
Name of individual signing SLOCUM AGENCY INC
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/01/08/20140108081332P030056979781001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 1229 GREENWICH AVE, WARWICK, RI, 028864599

Plan administrator’s name and address
Administrator’s EIN 050298569
Plan administrator’s name SLOCUM AGENCY INC
Plan administrator’s address 1229 GREENWICH AVE, WARWICK, RI, 028864599
Administrator’s telephone number 4017383366

Signature of
Role Plan administrator
Date 2014-01-08
Name of individual signing SLOCUM AGENCY INC
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 1229 GREENWICH AVE, WARWICK, RI, 028864599

Plan administrator’s name and address
Administrator’s EIN 050298569
Plan administrator’s name SLOCUM AGENCY INC
Plan administrator’s address 1229 GREENWICH AVE, WARWICK, RI, 028864599
Administrator’s telephone number 4017383366

Signature of
Role Plan administrator
Date 2013-12-09
Name of individual signing SLOCUM AGENCY INC
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/04/26/20110426143122P030229715952001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 1229 GREENWICH AVENUE, WARWICK, RI, 02886

Plan administrator’s name and address
Administrator’s EIN 050298569
Plan administrator’s name SLOCUM AGENCY INC
Plan administrator’s address 1229 GREENWICH AVENUE, WARWICK, RI, 02886
Administrator’s telephone number 4017383366

Signature of
Role Plan administrator
Date 2011-04-26
Name of individual signing SLOCUM AGENCY INC
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/05/19/20100519121007P040025671347001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 531390
Sponsor’s telephone number 4017383366
Plan sponsor’s address 1229 GREENWICH AVENUE, WARWICK, RI, 02886

Plan administrator’s name and address
Administrator’s EIN 050298569
Plan administrator’s name SLOCUM AGENCY INC
Plan administrator’s address 1229 GREENWICH AVENUE, WARWICK, RI, 02886
Administrator’s telephone number 4017383366

Signature of
Role Plan administrator
Date 2010-05-19
Name of individual signing SLOCUM AGENCY INC
Valid signature Filed with authorized/valid electronic signature

PRESIDENT

Name Role Address
PHILIP C. SLOCUM PRESIDENT 333 CENTERVILLE ROAD WARWICK, RI 02886 USA

SECRETARY & TREASURER

Name Role Address
PHILIP C SLOCUM SECRETARY & TREASURER 333 CENTERVILLE RD WARWICK, RI 02886 USA

VICE PRESIDENT

Name Role Address
NICHOLAS E SLOCUM VICE PRESIDENT 333 CENTERVILLE RD WARWICK, RI 02886 USA
CHRISTOPHER R SLOCUM VICE PRESIDENT 333 CENTERVILLE RD WARWICK, RI 02886 USA

Agent

Name Role Address
EVERETT A. PETRONIO, JR., ESQ. Agent 931 JEFFERSON BOULEVARD SUITE 2004, WARWICK, RI, 02886, USA

Filings

Number Name File Date
202447314670 Annual Report 2024-02-26
202331396630 Annual Report 2023-03-22
202224279060 Fictitious Business Name Statement 2022-10-25
202224278900 Fictitious Business Name Statement 2022-10-25
202224278720 Fictitious Business Name Statement 2022-10-25
202224278630 Fictitious Business Name Statement 2022-10-25
202224278090 Fictitious Business Name Statement 2022-10-25
202221734120 Statement of Change of Registered/Resident Agent 2022-07-27
202209531790 Fictitious Business Name Statement 2022-02-07
202209529760 Fictitious Business Name Statement 2022-02-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5862787110 2020-04-14 0165 PPP 333 Centerville Rd, WARWICK, RI, 02888-4320
Loan Status Date 2021-09-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 150152
Loan Approval Amount (current) 150152
Undisbursed Amount 0
Franchise Name -
Lender Location ID 104771
Servicing Lender Name Navigant CU
Servicing Lender Address 1005 Douglas Pike, SMITHFIELD, RI, 02917-1206
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WARWICK, KENT, RI, 02888-4320
Project Congressional District RI-02
Number of Employees 11
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 104771
Originating Lender Name Navigant CU
Originating Lender Address SMITHFIELD, RI
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 152103.98
Forgiveness Paid Date 2021-07-29

Related by officers

PHILIP C. SLOCUM

Cornerstone Adult Services, Inc. Saint Elizabeth Home, East Greenwich Saint Elizabeth Place, Providence Saint Elizabeth Manor, East Bay The Saint Elizabeth Community SAINT ELIZABETH DEVELOPMENT CORPORATION Ocean State Assisted Living SEAL Melrose, Inc. Saint Elizabeth Terrace, Warwick INSURANCE AGENTS COOPERATIVE, LLC

NICHOLAS E SLOCUM

State-Wide Multiple Listing Service, Inc.

EVERETT A. PETRONIO, JR., ESQ.

ALLIED FIRE PROTECTION, INC. MARIDEE, INC. W. L. FULLER, INC. Matunuck Beach Properties, Inc. McLELLAN PAGE, INC. Engineering Welding and Fabricating Co. Inc. DANTE A. RAMOS, M.D., LTD. WHALEN SQUARE CAFE, INC. UNIVERSITY ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, LTD. The Atlantic Tuna Club

Related by address

333 CENTERVILLE RD, WARWICK, RI, 02886, USA

INSURANCE AGENTS COOPERATIVE, LLC

Date of last update: 06 Apr 2025

Sources: Rhode Island Department of State

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