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KTP ADVISORS, INC.

Company Details

Name: KTP ADVISORS, INC.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 31 Oct 2002 (23 years ago)
Identification Number: 000127789
ZIP code: 02840
County: Newport County
Purpose: A SPECIALTY ADVISORY FIRM IN THE AREAS OF GROUP RETIREE HEALTH BENEFITS, MEDICARE HEALTHCARE EXCHANGES, AND PHARMACY BENEFITS FOR RETIREES.
Historical names: RETIREE BENEFIT SOLUTIONS, INC.
Principal Address: Google Maps Logo 130 BELLEVUE AVE. SUITE 211, NEWPORT, RI, 02840, 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

Agent

Name Role Address
MARK WHITCHER Agent 130 BELLEVUE AVENUE SUITE 211, NEWPORT, RI, 02840, USA

PRESIDENT

Name Role Address
MARK WHITCHER PRESIDENT 130 BELLEVUE AVE., SUITE 211 NEWPORT, RI 02840 USA

TREASURER

Name Role Address
MARK WHITCHER TREASURER 130 BELLEVUE AVE., SUITE 211 NEWPORT, RI 02840 USA

SECRETARY

Name Role Address
MARK WHITCHER SECRETARY 130 BELLEVUE AVE., SUITE 211 NEWPORT, RI 02840 USA

DIRECTOR

Name Role Address
MARK WHITCHER DIRECTOR 130 BELLEVUE AVE., SUITE 211 NEWPORT, RI 02840 USA

Form 5500 Series

Employer Identification Number (EIN):
300126585
Plan Year:
2012
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2012
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2011
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2010
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2009
Number Of Participants:
4
Sponsors Telephone Number:

Events

Type Date Old Value New Value
Name Change 2012-06-21 RETIREE BENEFIT SOLUTIONS, INC. KTP ADVISORS, INC.

Filings

Number Name File Date
202447012800 Annual Report 2024-02-22
202330239820 Annual Report 2023-03-09
202209829680 Annual Report 2022-02-09
202197241370 Annual Report 2021-05-27
202196813550 Revocation Notice For Failure to File An Annual Report 2021-05-19

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-3 CONTINUATION
UCC Filing Number:
Filing Date:
2024-01-29
Action:
Continuation

Parties

Party Name:
KTP ADVISORS, INC.
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
Filing Date:
2019-01-22
Action:
Continuation

Parties

Party Name:
KTP ADVISORS, INC.
Party Role:
Debtor(s)
Party Name:
RBS CITIZENS, N.A.
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2014-06-25

Parties

Party Name:
KTP ADVISORS, INC.
Party Role:
Debtor(s)
Party Name:
RBS CITIZENS, N.A.
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Date:
2020-04-07
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
133760.00
Total Face Value Of Loan:
133760.00

Trademarks

Serial Number:
88926318
Mark:
KEEPING THE PROMISE
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. 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:
2020-05-20
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
KEEPING THE PROMISE

Goods And Services

For:
Insurance brokerage; Insurance information and consultancy; Financial risk management; Financial advisory and consultancy services, namely, consultation services in the fields of financial benefit plans and financial analysis
First Use:
2012-06-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
85568760
Mark:
KEEPING THE PROMISE
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:
2012-03-13
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
KEEPING THE PROMISE

Goods And Services

For:
Human resources consultation; health benefit planning and consultation, namely, design, contract procurement, negotiation, implementation and management of health benefit plans; health benefit plan auditing, namely, auditing of pharmacy and medical benefit claims
First Use:
2012-06-20
International Classes:
035 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
85566348
Mark:
KTP ADVISORS
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:
2012-03-11
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
KTP ADVISORS

Goods And Services

For:
Human resources consultation; health benefit planning and consultation, namely, design, contract procurement, negotiation, implementation and management of health benefit plans; health benefit plan auditing, namely, auditing of pharmacy and medical benefit claims; consultation services in the fields...
First Use:
2012-06-20
International Classes:
035 - Primary Class
Class Status:
SECTION 8 - CANCELLED
For:
Insurance brokerage; consultation services in the fields of insurance, financial benefit plans and financial analysis; financial risk management
First Use:
2012-06-20
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
85566346
Mark:
KTP
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:
2012-03-11
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
KTP

Goods And Services

For:
Human resources consultation; health benefit planning and consultation, namely, design, contract procurement, negotiation, implementation and management of health benefit plans; health benefit plan auditing, namely, auditing of pharmacy and medical benefit claims; consultation services in the fields...
First Use:
2012-06-20
International Classes:
035 - Primary Class
Class Status:
SECTION 8 - CANCELLED
For:
Insurance brokerage; consultation services in the fields of insurance, financial benefit plans and financial analysis; financial risk management
First Use:
2012-06-20
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
98752243
Mark:
KEEPING THE PROMISE
Status:
A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. 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:
2024-09-16
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
KEEPING THE PROMISE

Goods And Services

For:
Human resources consultation; health benefit planning and consultation, namely, design, contract procurement, negotiation, implementation and management of health benefit plans; health benefit plan auditing, namely, auditing of pharmacy and medical benefit claims
First Use:
2012-06-30
International Classes:
035 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-05
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
133760
Current Approval Amount:
133760
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
134888.71

Date of last update: 21 May 2025

Sources: Rhode Island Department of State