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  5. Pierce Agency of Portsmouth, Inc.

Pierce Agency of Portsmouth, Inc.

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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 (64 years ago)
Identification Number: 000018645
ZIP code: 02842
City: Middletown
County: Newport County
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 - )
Principal Address: Google Maps Logo TWO CORPORATE PLACE, MIDDLETOWN, RI, 02842, USA

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

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

Links between entities

Type:
Headquarter of
Company Number:
4009188
State:
NEW YORK
NEW YORK profile:
Pierce Agency of Portsmouth, Inc. (NY)

Form 5500 Series

Employer Identification Number (EIN):
050300669
Plan Year:
2024
Number Of Participants:
65
Sponsor's telephone number:
4016833900
File:
View File
Plan Year:
2023
Number Of Participants:
63
Sponsor's telephone number:
4016833900
File:
View File
Plan Year:
2022
Number Of Participants:
58
Sponsor's telephone number:
4016833900
File:
View File
Plan Administrator / Signatory:
VICTOR M ANDRADE(Plan administrator)
Plan Year:
2021
Number Of Participants:
56
Sponsor's telephone number:
4016833900
File:
View File
Plan Administrator / Signatory:
VICTOR M ANDRADE(Plan administrator)
Plan Year:
2020
Number Of Participants:
54
Sponsor's telephone number:
4016833900
File:
View File
Plan Administrator / Signatory:
VICTOR M ANDRADE(Plan administrator)

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

Uniform Commercial Code

The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.

A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a secured party.

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
202531549890
Filing Date:
2025-01-17
Action:
InitialFiling

Parties

Party Name:
Pierce Agency of Portsmouth, Inc.
Party Role:
Debtor(s)
Party Name:
Bank Rhode Island
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
202531530500
Filing Date:
2025-01-13
Action:
InitialFiling

Parties

Party Name:
Pierce Agency of Portsmouth, Inc.
Party Role:
Debtor(s)
Party Name:
Bank Rhode Island
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-3 TERMINATION
UCC Filing Number:
202431473060
Filing Date:
2024-12-27
Action:
TerminationSecuredParty

Parties

Party Name:
Pierce Agency of Portsmouth, Inc.
Party Role:
Debtor(s)

Expenditures

Agency Date Program Subprogram Amount
Department of Labor and Training 2024-07-31 WORKFORCE DEVELOPMENT SERVICES Governor's Workforce Board RI 3947.0
Department of Labor and Training 2023-11-15 WORKFORCE DEVELOPMENT SERVICES Governor's Workforce Board RI 1450.0
Department of Labor and Training 2023-11-10 WORKFORCE DEVELOPMENT SERVICES Governor's Workforce Board RI 6500.0
Department of Labor and Training 2023-08-25 WORKFORCE DEVELOPMENT SERVICES Governor's Workforce Board RI 6500.0

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-04-15
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$676,600
Total Face Value Of Loan:
$676,600

Trademarks

Serial Number:
85164472
Mark:
BLUEBLANKET
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2010-10-29
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
BLUEBLANKET
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Insurance services, namely, underwriting, issuance and administration of home, auto, renter, commercial and boater
First Use:
2010-04-21
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
98573951
Mark:
THE BENCHMARK MARINE PROGRAM CAREY RICHMOND & VIKING INSURANCE 40° N 70° W
Status:
PUBLISHED FOR OPPOSITION
Mark Type:
SERVICE MARK
Application Filing Date:
2024-05-29
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
THE BENCHMARK MARINE PROGRAM CAREY RICHMOND & VIKING INSURANCE 40° N 70° W
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Insurance agency and brokerage services
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98573935
Mark:
THE BENCHMARK MARINE
Status:
PUBLISHED FOR OPPOSITION
Mark Type:
SERVICE MARK
Application Filing Date:
2024-05-29
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE BENCHMARK MARINE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Insurance agency and brokerage services
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
44
Initial Approval Amount:
$676,600
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$676,600
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$682,995.26
Servicing Lender:
Citizens Bank, National Association
Use of Proceeds:
Payroll: $676,600

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Date of last update: 07 Jul 2025

Sources: Rhode Island Department of State

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