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Pierce Agency of Portsmouth, Inc.

Headquarter

Company Details

Name: Pierce Agency of Portsmouth, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 01 Nov 1961 (63 years ago)
Identification Number: 000018645
ZIP code: 02842
County: Newport County
Principal Address: TWO CORPORATE PLACE, MIDDLETOWN, RI, 02842, USA
Purpose: GENERAL INSURANCE AGENTS
Fictitious names: Anderton Insurance Agency (trading name, 2008-01-03 - 2012-03-22)
Carey, Richmond & Viking Insurance Agency (trading name, 2006-06-30 - )
Carey, Richmond & Viking (trading name, 1989-11-14 - )
KVT Insurance (trading name, 2024-11-12 - )

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

Links between entities

Type Company Name Company Number State
Headquarter of Pierce Agency of Portsmouth, Inc., NEW YORK 4009188 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PIERCE AGENCY OF PORTSMOUTH, INC. PROFIT SHARING PLAN 2023 050300669 2024-05-16 PIERCE AGENCY OF PORTSMOUTH, INC. 63
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294
PIERCE AGENCY OF PORTSMOUTH, INC. PROFIT SHARING PLAN 2022 050300669 2023-06-02 PIERCE AGENCY OF PORTSMOUTH, INC. 58
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Signature of

Role Plan administrator
Date 2023-06-02
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
PIERCE AGENCY OF PORTSMOUTH, INC. PROFIT SHARING PLAN 2021 050300669 2022-07-26 PIERCE AGENCY OF PORTSMOUTH, INC. 56
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Signature of

Role Plan administrator
Date 2022-07-26
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
PIERCE AGENCY OF PORTSMOUTH, INC. PROFIT SHARING PLAN 2020 050300669 2021-09-09 PIERCE AGENCY OF PORTSMOUTH, INC. 54
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Signature of

Role Plan administrator
Date 2021-09-09
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
PIERCE AGENCY OF PORTSMOUTH, INC. PROFIT SHARING PLAN 2019 050300669 2020-03-21 PIERCE AGENCY OF PORTSMOUTH, INC. 52
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Signature of

Role Plan administrator
Date 2020-03-21
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
PIERCE AGENCY OF PORTSMOUTH, INC. PROFIT SHARING PLAN 2018 050300669 2019-08-05 PIERCE AGENCY OF PORTSMOUTH, INC. 48
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Signature of

Role Plan administrator
Date 2019-08-05
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
PIERCE AGENCY OF PORTSMOUTH, INC. PROFIT SHARING PLAN 2017 050300669 2018-05-24 PIERCE AGENCY OF PORTSMOUTH, INC. 50
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Signature of

Role Plan administrator
Date 2018-05-24
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
PIERCE AGENCY OF PORTSMOUTH, INC. PROFIT SHARING PLAN 2016 050300669 2017-06-20 PIERCE AGENCY OF PORTSMOUTH, INC. 46
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Signature of

Role Plan administrator
Date 2017-06-20
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
PIERCE AGENCY OF PORTSMOUTH, INC. PROFIT SHARING PLAN 2015 050300669 2016-08-16 PIERCE AGENCY OF PORTSMOUTH, INC. 42
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Signature of

Role Plan administrator
Date 2016-08-16
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
PIERCE AGENCY OF PORTSMOUTH, INC. PROFIT SHARING PLAN 2014 050300669 2015-09-22 PIERCE AGENCY OF PORTSMOUTH, INC. 43
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Signature of

Role Plan administrator
Date 2015-09-22
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/09/03/20140903142817P040037034479001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Signature of

Role Plan administrator
Date 2014-09-03
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/04/29/20130429102322P040070056245001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Plan administrator’s name and address

Administrator’s EIN 050300669
Plan administrator’s name PIERCE AGENCY OF PORTSMOUTH, INC.
Plan administrator’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294
Administrator’s telephone number 4016833900

Signature of

Role Plan administrator
Date 2013-04-29
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/09/05/20120905094347P040131325776001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Plan administrator’s name and address

Administrator’s EIN 050300669
Plan administrator’s name PIERCE AGENCY OF PORTSMOUTH, INC.
Plan administrator’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294
Administrator’s telephone number 4016833900

Signature of

Role Plan administrator
Date 2012-09-05
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/09/02/20110902145339P030123246849001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4016833900
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Plan administrator’s name and address

Administrator’s EIN 050300669
Plan administrator’s name PIERCE AGENCY OF PORTSMOUTH, INC.
Plan administrator’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294
Administrator’s telephone number 4016833900

Signature of

Role Plan administrator
Date 2011-09-02
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/30/20100730205107P040100529800001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1975-06-25
Business code 524210
Sponsor’s telephone number 4018486606
Plan sponsor’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294

Plan administrator’s name and address

Administrator’s EIN 050300669
Plan administrator’s name PIERCE AGENCY OF PORTSMOUTH, INC.
Plan administrator’s address TWO CORPORATE PLACE, MIDDLETOWN, RI, 028426294
Administrator’s telephone number 4018486606

Signature of

Role Plan administrator
Date 2010-07-30
Name of individual signing VICTOR M ANDRADE
Valid signature Filed with authorized/valid electronic signature

PRESIDENT

Name Role Address
V.DAVID ANDRADE PRESIDENT TWO CORPORATE PLACE MIDDLETOWN, RI 02842 USA

SECRETARY

Name Role Address
V. DAVID ANDRADE SECRETARY TWO CORPORATE PLACE MIDDLETOWN, RI 02842 USA

TREASURER

Name Role Address
VICTOR M. ANDRADE TREASURER TWO CORPORATE PLACE MIDDLETOWN, RI 02842 USA

DIRECTOR

Name Role Address
V. DAVID ANDRADE DIRECTOR TWO CORPORATE PLACE MIDDLETOWN, RI 02842 USA
VICTOR M. ANDRADE DIRECTOR TWO CORPORATE PLACE MIDDLETOWN, RI 02842 USA

Agent

Name Role Address
CHRISTOPHER C. CASSARA, ESQ. Agent PARTRIDGE SNOW & HAHN LLP 40 WESTMINSTER STREET SUITE 1100, PROVIDENCE, RI, 02903, USA

Events

Type Date Old Value New Value
Merged 2006-09-14 Pierce Agency of Pawtucket, Inc. on Pierce Agency of Portsmouth, Inc.
Merged 1986-12-31 V CORPORATION on Pierce Agency of Portsmouth, Inc.

Filings

Number Name File Date
202446853990 Annual Report 2024-02-20
202330430470 Annual Report 2023-03-10
202214023620 Annual Report 2022-04-06
202107444110 Articles of Merger 2021-12-28
202192060110 Annual Report 2021-02-18
202035148760 Annual Report 2020-02-25
201984430720 Annual Report 2019-01-15
201858190710 Annual Report 2018-02-09
201734824210 Annual Report 2017-02-23
201691687460 Annual Report 2016-02-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8036747100 2020-04-15 0165 PPP Two Corporate Place, Middletown, RI, 02842
Loan Status Date 2021-05-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 676600
Loan Approval Amount (current) 676600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Middletown, NEWPORT, RI, 02842-0001
Project Congressional District RI-01
Number of Employees 44
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 682995.26
Forgiveness Paid Date 2021-04-08

Date of last update: 06 Apr 2025

Sources: Rhode Island Department of State