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WESTCHESTER BENEFIT GROUP, INC.

Company Details

Name: WESTCHESTER BENEFIT GROUP, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 19 Oct 1992 (32 years ago)
Entity Number: 1673586
ZIP code: 10595
County: Westchester
Place of Formation: New York
Address: 500 SUMMIT LAKE DRIVE, VALHALLA, NY, United States, 10595

Shares Details

Shares issued 400

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN 2023 133697632 2024-08-13 WESTCHESTER BENEFIT GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 9147475100
Plan sponsor’s address 500 SUMMIT LAKE DRIVE, STE 120, VALHALLA, NY, 10595

Signature of

Role Plan administrator
Date 2024-08-13
Name of individual signing ROBERT S. LOEB
WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN 2022 133697632 2023-09-06 WESTCHESTER BENEFIT GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 9147475100
Plan sponsor’s address 500 SUMMIT LAKE DRIVE, STE 120, VALHALLA, NY, 10595

Signature of

Role Plan administrator
Date 2023-09-06
Name of individual signing ROBERT S. LOEB
WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN 2021 133697632 2022-09-27 WESTCHESTER BENEFIT GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 9147475100
Plan sponsor’s address 500 SUMMIT LAKE DRIVE, STE 120, VALHALLA, NY, 10595

Signature of

Role Plan administrator
Date 2022-09-27
Name of individual signing ROBERT S. LOEB
WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN 2020 133697632 2021-09-03 WESTCHESTER BENEFIT GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 9147475100
Plan sponsor’s address 500 SUMMIT LAKE DRIVE, STE 120, VALHALLA, NY, 10595

Signature of

Role Plan administrator
Date 2021-09-03
Name of individual signing ROBERT S. LOEB
WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN 2019 133697632 2020-09-22 WESTCHESTER BENEFIT GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 9147475100
Plan sponsor’s address 500 SUMMIT LAKE DRIVE, STE 120, VALHALLA, NY, 10595

Signature of

Role Plan administrator
Date 2020-09-22
Name of individual signing ROBERT S. LOEB
WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN 2018 133697632 2019-09-03 WESTCHESTER BENEFIT GROUP, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 9147475100
Plan sponsor’s address 500 SUMMIT LAKE DRIVE, STE 120, VALHALLA, NY, 10595

Signature of

Role Plan administrator
Date 2019-09-03
Name of individual signing ROBERT S. LOEB
WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN 2017 133697632 2018-08-30 WESTCHESTER BENEFIT GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 9147475100
Plan sponsor’s address 500 SUMMIT LAKE DRIVE, STE 120, VALHALLA, NY, 10595

Signature of

Role Plan administrator
Date 2018-08-30
Name of individual signing ROBERT S. LOEB
WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN 2016 133697632 2017-09-08 WESTCHESTER BENEFIT GROUP, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 9147475100
Plan sponsor’s address 500 SUMMIT LAKE DRIVE, STE 120, VALHALLA, NY, 10595

Signature of

Role Plan administrator
Date 2017-09-08
Name of individual signing ROBERT S. LOEB
WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN 2015 133697632 2016-10-04 WESTCHESTER BENEFIT GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 9147475100
Plan sponsor’s address 500 SUMMIT LAKE DRIVE, STE 120, VALHALLA, NY, 10595

Signature of

Role Plan administrator
Date 2016-10-04
Name of individual signing ROBERT S. LOEB
Role Employer/plan sponsor
Date 2016-10-04
Name of individual signing ROBERT S. LOEB
WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN 2014 133697632 2015-09-29 WESTCHESTER BENEFIT GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 9147475100
Plan sponsor’s address 500 SUMMIT LAKE DRIVE, STE 120, VALHALLA, NY, 10595

Signature of

Role Plan administrator
Date 2015-09-29
Name of individual signing ROBERT S. LOEB

Chief Executive Officer

Name Role Address
ROBERT S LOEB Chief Executive Officer 500 SUMMIT LAKE DRIVE, VALHALLA, NY, United States, 10595

DOS Process Agent

Name Role Address
WESTCHESTER BENEFIT GROUP, INC. DOS Process Agent 500 SUMMIT LAKE DRIVE, VALHALLA, NY, United States, 10595

History

Start date End date Type Value
2020-10-01 2021-12-29 Address 500 SUMMIT LAKE DRIVE, VALHALLA, NY, 10595, USA (Type of address: Service of Process)
2008-10-07 2021-12-29 Address 500 SUMMIT LAKE DRIVE, VALHALLA, NY, 10595, USA (Type of address: Chief Executive Officer)
2008-10-07 2020-10-01 Address 500 SUMMIT LAKE DRIVE, VALHALLA, NY, 10595, USA (Type of address: Service of Process)
2006-09-27 2008-10-07 Address 555 TAXTER RD, ELMSFORD, NY, 10523, USA (Type of address: Principal Executive Office)
2006-09-27 2008-10-07 Address 555 TAXTER RD, ELMSFORD, NY, 10523, USA (Type of address: Service of Process)
2004-11-09 2006-09-27 Address 55 TAXTER RD, ELMSFORD, NY, 10523, USA (Type of address: Service of Process)
2004-11-09 2006-09-27 Address 55 TAXTER RD, ELMSFORD, NY, 10523, USA (Type of address: Principal Executive Office)
2004-11-09 2008-10-07 Address 555 TAXTER RD, ELMSFORD, NY, 10523, USA (Type of address: Chief Executive Officer)
1993-10-06 2004-11-09 Address 200 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591, USA (Type of address: Principal Executive Office)
1993-10-06 2004-11-09 Address 200 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
211229002555 2021-12-28 CERTIFICATE OF AMENDMENT 2021-12-28
201001060525 2020-10-01 BIENNIAL STATEMENT 2020-10-01
181002006356 2018-10-02 BIENNIAL STATEMENT 2018-10-01
161004006019 2016-10-04 BIENNIAL STATEMENT 2016-10-01
160614006234 2016-06-14 BIENNIAL STATEMENT 2014-10-01
121009006331 2012-10-09 BIENNIAL STATEMENT 2012-10-01
101019002039 2010-10-19 BIENNIAL STATEMENT 2010-10-01
081007002255 2008-10-07 BIENNIAL STATEMENT 2008-10-01
060927002724 2006-09-27 BIENNIAL STATEMENT 2006-10-01
041109002837 2004-11-09 BIENNIAL STATEMENT 2004-10-01

Date of last update: 14 Nov 2024

Sources: New York Secretary of State