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  5. ROSEN FINANCIAL GROUP, INC.

ROSEN FINANCIAL GROUP, INC.

Company Details

Entity Name: ROSEN FINANCIAL GROUP, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Dissolved
Date Formed: 25 Jun 1971
Date of Dissolution: 10 Nov 2017
Company Number: CORP_49853971
File Number: 49853971
Date Status Change: 10 Nov 2017
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INSURANCE SERVICE CENTER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 362713626 2017-07-06 INSURANCE SERVICE CENTER, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8476779400
Plan sponsor’s address 8833 GROSS POINT ROAD, SUITE 206, SKOKIE, IL, 600771859

Signature of
Role Plan administrator
Date 2017-07-06
Name of individual signing PHILLIP ROSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-06
Name of individual signing PHILLIP ROSEN
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE CENTER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 362713626 2016-09-21 INSURANCE SERVICE CENTER, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8476779400
Plan sponsor’s address 8833 GROSS POINT ROAD, SUITE 206, SKOKIE, IL, 600771859

Signature of
Role Plan administrator
Date 2016-09-21
Name of individual signing PHILLIP ROSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-21
Name of individual signing PHILLIP ROSEN
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE CENTER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 362713626 2015-09-28 INSURANCE SERVICE CENTER, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8476779400
Plan sponsor’s address 8833 GROSS POINT ROAD, SUITE 206, SKOKIE, IL, 600771859

Signature of
Role Plan administrator
Date 2015-09-25
Name of individual signing PHILLIP ROSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-25
Name of individual signing PHILLIP ROSEN
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE CENTER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 362713626 2014-09-16 INSURANCE SERVICE CENTER, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8476779400
Plan sponsor’s address 8833 GROSS POINT ROAD, SUITE 206, SKOKIE, IL, 600771859

Signature of
Role Plan administrator
Date 2014-09-12
Name of individual signing PHILLIP ROSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-09-12
Name of individual signing PHILLIP ROSEN
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE CENTER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 362713626 2013-02-06 INSURANCE SERVICE CENTER, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8476779400
Plan sponsor’s address 8833 GROSS POINT ROAD, SUITE 206, SKOKIE, IL, 600771859

Signature of
Role Plan administrator
Date 2013-01-23
Name of individual signing PHILLIP ROSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-01-23
Name of individual signing PHILLIP ROSEN
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE CENTER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 362713626 2012-04-04 INSURANCE SERVICE CENTER, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8476779400
Plan sponsor’s address 8833 GROSS POINT ROAD, SUITE 206, SKOKIE, IL, 600771859

Plan administrator’s name and address
Administrator’s EIN 362713626
Plan administrator’s name INSURANCE SERVICE CENTER, INC.
Plan administrator’s address 8833 GROSS POINT ROAD, SUITE 206, SKOKIE, IL, 600771859
Administrator’s telephone number 8476779400

Signature of
Role Plan administrator
Date 2012-04-02
Name of individual signing PHILLIP B. ROSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-04-02
Name of individual signing PHILLIP B. ROSEN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DIANE ROSEN, 8833 GROSS POINT RD STE 206, SKOKIE, 60077, COOK-NOT IN CITY OF CHICAGO Agent 2011-05-02

President

Name and Address Role
PHILLIP B ROSEN, 1619 GLENWOODAVE GLENVIEW IL 60025 President

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
NORMAN FLANDERS AGENCY No data 1989-07-13 1995-06-01 Expired No data

Historical Names

Name Change Date
INSURANCE SERVICE CENTER, INC. 2016-02-08

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 100000 10000000 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 13 Mar 2025

Sources: Illinois Office of the Secretary of State

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