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CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.

Branch

Company Details

Name: CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 19 Feb 1987 (38 years ago) (Companies founded in February 1987)
Branch of: CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. (Company Number LLC_01375741) (Illinois)
Entity Number: 1146069
ZIP code: 60601 (Companies in New York, 60601)
County: New York
Place of Formation: Illinois
Principal Address: 125 SOUTH WACKER DRIVE, #2400, CHICAGO, IL, United States, 60606
Address: 180 North La Salle Drive, #3400, Chicago, IL, United States, 60601

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. 401(K) PLAN 2014 314930314 2015-07-29 CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. 68
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 2124900800
Plan sponsor’s address 777 THIRD AVE, 29TH FLOOR, NEW YORK, NY, 10017

Signature of

Role Plan administrator
Date 2015-07-29
Name of individual signing NEAL J. BERKOWITZ
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. 401(K) PLAN 2013 314930314 2014-07-16 CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. 74
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 2124900800
Plan sponsor’s address 777 THIRD AVE, 29TH FLOOR, NEW YORK, NY, 10017

Signature of

Role Plan administrator
Date 2014-07-16
Name of individual signing NEAL J. BERKOWITZ
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. 401(K) PLAN 2010 314930314 2011-07-18 CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. 75
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 2124900800
Plan sponsor’s address 777 THIRD AVENUE, 29TH FLOOR, NEW YORK, NY, 10017

Plan administrator’s name and address

Administrator’s EIN 314930314
Plan administrator’s name CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
Plan administrator’s address 777 THIRD AVENUE, 29TH FLOOR, NEW YORK, NY, 10017
Administrator’s telephone number 2124900800

Signature of

Role Plan administrator
Date 2011-07-18
Name of individual signing NEIL BERKOWITZ
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. 401(K) PLAN 2009 314930314 2010-07-21 CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. 76
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 2124900800
Plan sponsor’s address 90 PARK AVENUE, 29TH FLOOR, NEW YORK, NY, 10016

Plan administrator’s name and address

Administrator’s EIN 314930314
Plan administrator’s name CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
Plan administrator’s address 90 PARK AVENUE, 29TH FLOOR, NEW YORK, NY, 10016
Administrator’s telephone number 2124900800

Signature of

Role Plan administrator
Date 2010-07-21
Name of individual signing NEAL BERKOWITZ

Agent

Name Role Address
PAUL AINSLIE Agent 733 3RD AVENUE SUITE 2020, NEW YORK, NY, 10017

DOS Process Agent

Name Role Address
DAVID SKELDING DOS Process Agent 180 North La Salle Drive, #3400, Chicago, IL, United States, 60601

Chief Executive Officer

Name Role Address
JEFFREY MCCROY Chief Executive Officer 125 SOUTH WACKER DRIVE, #2400, CHICAGO, IL, United States, 60606

History

Start date End date Type Value
2024-11-07 2024-11-07 Address 125 SOUTH WACKER DRIVE, #2400, CHICAGO, IL, 60606, USA (Type of address: Chief Executive Officer)
2021-02-16 2024-11-07 Address 733 3RD AVENUE, SUITE 120, NEW YORK, NY, 10017, USA (Type of address: Service of Process)
2021-02-16 2024-11-07 Address 125 SOUTH WACKER DRIVE, #2400, CHICAGO, IL, 60606, USA (Type of address: Chief Executive Officer)
2020-01-07 2021-02-16 Address 125 SOUTH WACKER DRIVE, SUITE 2400, CHICAGO, IL, 60606, USA (Type of address: Service of Process)
2020-01-07 2024-11-07 Address 733 3RD AVENUE SUITE 2020, NEW YORK, NY, 10017, USA (Type of address: Registered Agent)
2019-02-14 2021-02-16 Address 20 NORTH WACKER DRIVE, SUITE 2000, CHICAGO, IL, 60606, USA (Type of address: Chief Executive Officer)
2011-03-03 2019-02-14 Address 777 THIRD AVENUE, 29TH FLOOR, NEW YORK, NY, 10017, USA (Type of address: Chief Executive Officer)
2011-03-03 2020-01-07 Address 20 NORTHW ACKER DR, SUITE 2000, CHICAGO, IL, 60606, USA (Type of address: Service of Process)
2007-03-08 2011-03-03 Address 1200 JORIE BLVD, STE 210, OAK BROOK, IL, 60523, USA (Type of address: Service of Process)
2007-03-08 2011-03-03 Address 1200 JORIE BLVD, STE 210, OAK BROOK, IL, 60523, 2262, USA (Type of address: Principal Executive Office)

Filings

Filing Number Date Filed Type Effective Date
210216060527 2021-02-16 BIENNIAL STATEMENT 2021-02-01
200107000388 2020-01-07 CERTIFICATE OF CHANGE 2020-01-07
190214060022 2019-02-14 BIENNIAL STATEMENT 2019-02-01
160831006030 2016-08-31 BIENNIAL STATEMENT 2015-02-01
130208006299 2013-02-08 BIENNIAL STATEMENT 2013-02-01
110303002369 2011-03-03 BIENNIAL STATEMENT 2011-02-01
090212003137 2009-02-12 BIENNIAL STATEMENT 2009-02-01
070308002581 2007-03-08 BIENNIAL STATEMENT 2007-02-01
050307002237 2005-03-07 BIENNIAL STATEMENT 2005-02-01
940823000475 1994-08-23 CERTIFICATE OF AMENDMENT 1994-08-23

Date of last update: 15 Nov 2024

Sources: New York Secretary of State