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AXIOM ACTUARIAL CONSULTING, LLC

Headquarter

Company Details

Name: AXIOM ACTUARIAL CONSULTING, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 29 May 2014 (11 years ago)
Identification Number: 000941688
ZIP code: 02806
County: Bristol County
Principal Address: 26 KNAPTON ST., BARRINGTON, RI, 02806, USA
Purpose: ACTUARIAL CONSULTING SERVICES

Industry & Business Activity

NAICS

541612 Human Resources Consulting Services

This U.S. industry comprises establishments primarily engaged in providing advice and assistance to businesses and other organizations in one or more of the following areas: (1) human resource and personnel policies, practices, and procedures; (2) employee benefits planning, communication, and administration; (3) compensation systems planning; and (4) wage and salary administration. Learn more at the U.S. Census Bureau

Links between entities

Type Company Name Company Number State
Headquarter of AXIOM ACTUARIAL CONSULTING, LLC, CONNECTICUT 0946501 CONNECTICUT
Headquarter of AXIOM ACTUARIAL CONSULTING, LLC, ILLINOIS LLC_14192867 ILLINOIS

Agent

Name Role Address
CARLOS A. SANCHEZ-FUENTES Agent 26 KNAPTON STREET, BARRINGTON, RI, 02806, USA

Filings

Number Name File Date
202445245390 Annual Report 2024-02-01
202327768100 Annual Report 2023-02-07
202209363490 Annual Report 2022-02-04
202100478220 Annual Report 2021-08-30
202059639790 Annual Report 2020-09-30
202033933070 Annual Report 2020-02-07
202033933250 Statement of Change of Registered/Resident Agent Office 2020-02-07
201883001210 Articles of Amendment 2018-12-20
201876722070 Annual Report 2018-09-05
201752073290 Annual Report 2017-10-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7291898708 2021-04-06 0165 PPP 26 Knapton St, Barrington, RI, 02806-2610
Loan Status Date 2021-09-28
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20833.33
Loan Approval Amount (current) 20833.33
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65657
Servicing Lender Name BankNewport
Servicing Lender Address 10 Washington Sq, NEWPORT, RI, 02840-2948
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Barrington, BRISTOL, RI, 02806-2610
Project Congressional District RI-01
Number of Employees 1
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 65657
Originating Lender Name BankNewport
Originating Lender Address NEWPORT, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20920.66
Forgiveness Paid Date 2021-09-08

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P1508468 AXIOM ACTUARIAL CONSULTING LLC - L79ANW7TE2U6 26 KNAPTON ST, BARRINGTON, RI, 02806-2610
Capabilities Statement Link https://certify.sba.gov/capabilities/L79ANW7TE2U6
Phone Number 860-550-0740
Fax Number -
E-mail Address carlos-fuentes@axiom-actuarial.com
WWW Page www.axiom-actuarial.com
E-Commerce Website http://www.axiom-actuarial.com
Contact Person CARLOS SANCHEZ-FUENTES
County Code (3 digit) 001
Congressional District 01
Metropolitan Statistical Area 6480
CAGE Code 6BXR6
Year Established 2008
Accepts Government Credit Card No
Legal Structure LLC
Ownership and Self-Certifications Hispanic American, Other Minority Owned, Self-Certified Small Disadvantaged Business
Business Development Servicing Office RHODE ISLAND DISTRICT OFFICE (SBA office code 0165)
Capabilities Narrative Actuarial analysis in healthcare, pricing, product development, experience analysis, trend analysis,liabilities valuation, retirement consulting, GASB valuations, employee benefits,self-funding studies, reimbursement, reinsurance, mergers, acquisitions, underwriting, risk,audits. See www.axiom-actuarial.com
Special Equipment/Materials NA
Business Type Percentages Service (100 %)
Keywords Actuarial analysis, healthcare, pricing, product development, experience analysis, trend analysis, valuation of liabilities, employee benefits, self-funding studies, reinsurance, mergers, acquisitions, underwriting, risk, audits, retirement consulting, GASB valuations, defined contribution compliance testing, pension fiduciary review, pension audit review, retiree medical valuations, term life consulting, dental consulting, vision consulting
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals

Name Carlos Sanchez-Fuentes
Role President

SBA Federal Certifications

SBA 8(a) Case Number C0068r
SBA 8(a) Entrance Date 2016-08-28
SBA 8(a) Exit Date 2026-08-28
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 524298
NAICS Code's Description All Other Insurance Related Activities
Buy Green Yes
Code 541612
NAICS Code's Description Human Resources Consulting Services
Buy Green Yes
Code 541720
NAICS Code's Description Research and Development in the Social Sciences and Humanities
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Performance History (References)

Name Guardian Life of The Caribbean
Contract Ongoing Consulting
Start 2012-04-01
End 2016-06-24
Value 50,000
Contact Ms Rhea Tewari
Phone 868-632-5433
Name PA Group
Contract Ongoing Consulting
Start 2012-04-01
End 2016-06-24
Value 300,000
Contact Charles Jorge
Phone 305-443-9610
Name Worldwide Insurance Associates
Contract Actuarial Consulting
Start 2011-03-14
End 2016-06-24
Contact Mr. James Almaraz
Phone 305-470-0081
Name Aon Service Corporation
Contract Cost Impact Analysis
Start 2010-05-26
End 2010-06-03
Value 5,000
Contact Mr Edward fox
Phone 732-302-2512
Name Prevem Seguros
Contract Consulting services
Start 2009-08-24
End 2011-04-04
Value 80,000
Contact Mr Pedro Pacheco
Name ISS Financial & Insurance Network
Contract ProjectedLiabilities
Start 2010-05-01
End 2010-06-07
Value 4,000
Contact Mr John Farrell
Phone 609-452-2490
Name The College Crusade of Rhode Island
Contract ProjectedLiabilities
Start 2010-10-07
End 2010-11-01
Value 10,000
Contact Ms Irene McCormick
Phone 401-519-0206

Date of last update: 19 Oct 2024

Sources: Rhode Island Department of State