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The Boon Insurance Agency, Inc.

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Company Details

Name: The Boon Insurance Agency, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 28 Feb 2024 (a year ago)
Identification Number: 001770127
Place of Formation: DELAWARE
Purpose: INSURANCE BROKERAGE SERVICES
Fictitious names: EM Benefits (trading name, 2024-03-27 - )
Principal Address: Google Maps Logo 450 S ORANGE AVE 4TH FLOOR, ORLANDO, FL, 32801, 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
CT CORPORATION SYSTEM Agent 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

DIRECTOR

Name Role Address
TAYLOR BOON DIRECTOR 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

SENIOR VICE PRESIDENT

Name Role Address
PATRICK HAGAN SENIOR VICE PRESIDENT 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA
LESLI WHISENANT SENIOR VICE PRESIDENT 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

CHIEF EXECUTIVE OFFICER

Name Role Address
TAYLOR BOON CHIEF EXECUTIVE OFFICER 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

CHIEF OPERATING OFFICER

Name Role Address
DAVID A. SERES CHIEF OPERATING OFFICER 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

EXECUTIVE VICE PRESIDENT &CHIEF FINANCIAL OFFICER

Name Role Address
MARK HAMMOND EXECUTIVE VICE PRESIDENT &CHIEF FINANCIAL OFFICER 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

CHIEF FINANCIAL OFFICER, ACCRETIVE

Name Role Address
GERALD B. BUDDE CHIEF FINANCIAL OFFICER, ACCRETIVE 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

OTHER OFFICER

Name Role Address
STANLEY K. KINNETT II OTHER OFFICER 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

EXECUTIVE VICE PRESIDENT

Name Role Address
FRED BROWNING EXECUTIVE VICE PRESIDENT 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA
DAVID C. WETZLER EXECUTIVE VICE PRESIDENT 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

SENIOR VICE PRESIDENT, GENERAL COUNSEL, & ASSISTANT SECRETAR

Name Role Address
STEVEN D. MUSCATELLO SENIOR VICE PRESIDENT, GENERAL COUNSEL, & ASSISTANT SECRETAR 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & CO-SECRETA

Name Role Address
LAUREN W. FISCHER SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & CO-SECRETA 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

CHIEF EXECUTIVE OFFICER, ACCRETIVE

Name Role Address
JOHN STEPHENS CHIEF EXECUTIVE OFFICER, ACCRETIVE 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

PRESIDENT

Name Role Address
SEAN K. SMITH PRESIDENT 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

TREASURER

Name Role Address
DANIEL LOPEZ TREASURER 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER, BOON

Name Role Address
KATHLEEN SULLIVAN EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER, BOON 450 S. ORANGE AVENUE, 4TH FLOOR ORLANDO, FL 32801 USA

Filings

Number Name File Date
202449638710 Fictitious Business Name Statement 2024-03-27
202447477780 Application for Certificate of Authority 2024-02-28
202566631050 Annual Report 2025-03-10

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Date of last update: 18 Jul 2025

Sources: Rhode Island Department of State