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  5. Affiliated Insurance Managers, Inc.

Affiliated Insurance Managers, Inc.

Company Details

Name: Affiliated Insurance Managers, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 02 Jan 1998 (27 years ago)
Identification Number: 000098462
ZIP code: 02886
County: Kent County
Principal Address: 935 JEFFERSON BLVD STE 2001, WARWICK, RI, 02886, USA
Purpose: TO ENGAGE IN ALL ASPECTS OF THE INSURANCE BUSINESS.
NAICS: 524210 - Insurance Agencies and Brokerages

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AFFILIATED INSURANCE MANAGERS 401(K) PLAN 2023 050495846 2024-10-09 AFFILIATED INSURANCE MANAGERS 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2024-10-09
Name of individual signing SEAN P. DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-09
Name of individual signing SEAN DALY
Valid signature Filed with authorized/valid electronic signature
AFFILIATED INSURANCE MANAGERS 401(K) PLAN 2022 050495846 2023-06-01 AFFILIATED INSURANCE MANAGERS 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2023-05-31
Name of individual signing SEAN P. DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-31
Name of individual signing SEAN DALY
Valid signature Filed with authorized/valid electronic signature
AFFILIATED INSURANCE MANAGERS 401(K) PLAN 2021 050495846 2022-05-23 AFFILIATED INSURANCE MANAGERS 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2022-05-23
Name of individual signing SEAN DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-23
Name of individual signing SEAN DALY
Valid signature Filed with authorized/valid electronic signature
AFFILIATED INSURANCE MANAGERS 401(K) PLAN 2020 050495846 2021-08-24 AFFILIATED INSURANCE MANAGERS 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2021-08-24
Name of individual signing SEAN DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-24
Name of individual signing SEAN DALY
Valid signature Filed with authorized/valid electronic signature
AFFILIATED INSURANCE MANAGERS 401(K) PLAN 2019 050495846 2020-10-15 AFFILIATED INSURANCE MANAGERS 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2020-10-15
Name of individual signing SEAN DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-15
Name of individual signing SEAN DALY
Valid signature Filed with authorized/valid electronic signature
AFFILIATED INSURANCE MANAGERS 401(K) PLAN 2018 050495846 2019-07-17 AFFILIATED INSURANCE MANAGERS 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2019-07-12
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-12
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
AFFILIATED INSURANCE MANAGERS 401(K) PLAN 2017 050495846 2018-07-25 AFFILIATED INSURANCE MANAGERS 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2018-07-24
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-24
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
AFFILIATED INSURANCE MANAGERS 401(K) PLAN 2016 050495846 2017-07-17 AFFILIATED INSURANCE MANAGERS 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2017-07-14
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-14
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
AFFILIATED INSURANCE MANAGERS 401(K) PLAN 2015 050495846 2016-07-13 AFFILIATED INSURANCE MANAGERS 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2016-07-11
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-11
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
AFFILIATED INSURANCE MANAGERS 401(K) PLAN 2014 050495846 2015-07-07 AFFILIATED INSURANCE MANAGERS 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2015-06-30
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-30
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/23/20140623155746P030400898323001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2014-06-23
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-20
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/20/20130520091032P030219063811001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2013-05-17
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/11/20120711095817P040002009168001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Plan administrator’s name and address
Administrator’s EIN 050495846
Plan administrator’s name AFFILIATED INSURANCE MANAGERS
Plan administrator’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886
Administrator’s telephone number 4013523000

Signature of
Role Plan administrator
Date 2012-07-11
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/06/28/20110628095653P040027023543001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Plan administrator’s name and address
Administrator’s EIN 050495846
Plan administrator’s name AFFILIATED INSURANCE MANAGERS
Plan administrator’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886
Administrator’s telephone number 4013523000

Signature of
Role Plan administrator
Date 2011-06-28
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-06-28
Name of individual signing JACK DALY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/14/20100714125821P030015646437001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 4013523000
Plan sponsor’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886

Plan administrator’s name and address
Administrator’s EIN 050495846
Plan administrator’s name AFFILIATED INSURANCE MANAGERS
Plan administrator’s address 935 JEFFERSON BOULEVARD, SUITE 2001, WARWICK, RI, 02886
Administrator’s telephone number 4013523000

Signature of
Role Plan administrator
Date 2010-07-14
Name of individual signing JOHN DALY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-14
Name of individual signing JOHN DALY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
SEAN P. DALY Agent 935 JEFFERSON BOULEVARD SUITE 2001, WARWICK, RI, 02886, USA

PRESIDENT

Name Role Address
SEAN P DALY PRESIDENT 935 JEFFERSON BLVD. STE 2001 WARWICK, RI 02886 USA

TREASURER

Name Role Address
SEAN P. DALY TREASURER 935 JEFFERSON BLVD, STE 2001 WARWICK, RI 02886 USA

SECRETARY

Name Role Address
SEAN P DALY SECRETARY 935 JEFFERSON BLVD, STE 2001 WARWICK, RI 02886 USA

Filings

Number Name File Date
202445362600 Annual Report 2024-02-02
202326206450 Annual Report 2023-01-19
202209318580 Annual Report 2022-02-03
202184392230 Statement of Change of Registered/Resident Agent 2021-01-05
202184383030 Annual Report 2021-01-05
202065321830 Annual Report - Amended 2020-10-16
202032038280 Annual Report 2020-01-13
202031394620 Annual Report - Amended 2020-01-08
201983680180 Annual Report 2019-01-03
201855621000 Annual Report 2018-01-03

Related by officers

SEAN P. DALY

DUBLIN INSURANCE GROUP, LLC

Related by address

No related companies by address

Date of last update: 08 Oct 2024

Sources: Rhode Island Department of State

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