CO-ORDINATED BENEFIT PLANS, LLC is a Vermont LLC, registered on July 6, 2009. It is based at 2536 Countryside Boulevard Ste 250, Countryside Corporate Center, CLEARWATER, FL, 33763, United States. The company is currently listed as active on the Vermont register, is registered under company number 25166 and carries EIN 592014829. Its sole officer on record is Equinox Management Group, Inc. Its E-Verify enrollment reports a workforce of 20 to 99 employees, hiring at 2 sites in Florida. Public records for the company include 1 SoS registration, 2 UCC liens, 2 licenses, 1 federal contract, 1 loan record, 1 E-Verify record and 2 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | CO-ORDINATED BENEFIT PLANS, LLC |
|---|---|
| Principal address | 2536 Countryside Boulevard Ste 250, Countryside Corporate CenterCLEARWATER33763FLUnited States |
| Mailing address | 160 Federal St, 4th Floor, Boston, MA, 02110 |
| Registration state | Vermont |
| Status | Active |
| Formed in | Florida (foreign registration) |
| Home company | CO-ORDINATED BENEFIT PLANS, LLC Β· Active |
| Registered | 6 July 2009 (about 17 years ago) |
| Officers & directors |
| Entity type | LLC |
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| Standing | compliant |
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| Company number | 25166 |
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| EIN | 592014829 |
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| Employees (modeled) | β34 employees2011 |
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| Workforce size | 20 to 99 employees Β· updated 21 June 2019 |
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| Hiring sites | 2 sites in Florida |
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| Registered agent | CORPORATION SERVICE COMPANY |
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| Source registry | Vermont Secretary of State Β· updated 15 June 2026 |
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| Public records | 1 SoS registration Β· 2 UCC liens on file |
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| Est. revenue (modeled) | $10.6M2011 |
|---|---|
| Federal contractor | Yes Β· 1 federal recipient record (SAM) |
| SBA loans | $607K Β· approved amounts |
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| VermontTHIS | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-06 | CORPORATION SERVICE COMPANY | Equinox Management Group, IncOwner | Active | |
Filing ID 25166 Jurisdiction Foreign Β· LLCFormed in Florida Principal address 2536 Countryside Boulevard Ste 250, Countryside Corporate Center, CLEARWATER, FL, 33763, United States Registered agent CORPORATION SERVICE COMPANY100 N MAIN ST STE 2, BARRE, VT, 05641 Officers Equinox Management Group, IncOwner | ||||||
| Alaska | Co-ordinated Benefit Plans, LLC | 2006-11-20 | Corporation Service Company | SHARON EDWARDSManagerEquinox Management Group, Inc.Member2 more | Active | |
| Alabama | Co-ordinated Benefit Plans, LLC | 2009-07-06 | CORPORATION SERVICE COMPANY INC | β | Active | |
| Arkansas | CO-ORDINATED BENEFIT PLANS, LLC | 2006-11-20 | NATIONAL REGISTERED AGENTS, INC. OF AR | SUZANNE WHALENOfficer | Revoked | |
| Connecticut | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-16 | CORPORATION SERVICE COMPANY | β | Active | |
| District of Columbia | CO-ORDINATED BENEFIT PLANS LLC | 2009-07-22 | CORPORATION SERVICE COMPANY | Equinox Management Group, IncOfficer | Active | |
| Delaware | CO-ORDINATED BENEFIT PLANS, LLC | 2009-09-22 | CORPORATION SERVICE COMPANY | β | Unknown | |
| Florida | CO-ORDINATED BENEFIT PLANS, LLC | 2009-05-11 | CORPORATION SERVICE COMPANY | Sharon EdwardsOfficer | Active | |
| Georgia | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-06 | Corporation Service Company | β | Active | |
| Hawaii | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-02 | CORPORATION SERVICE COMPANY | EQUINOX MANAGEMENT GROUP, INCMember | Active | |
| Iowa | CO-ORDINATED BENEFIT PLANS, LLC | 2009-08-07 | CORPORATION SERVICE COMPANY | β | Active | |
| Idaho | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-06 | NATIONAL REGISTERED AGENTS INC | SUZANNE E WHALENManager | Canceled | |
| Indiana | CO-ORDINATED BENEFIT PLANS, LLC | 2006-11-17 | CORPORATION SERVICE COMPANY | β | Active | |
| Kansas | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-07 | CORPORATION SERVICE COMPANY | β | Active | |
| Kentucky | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-17 | Corporation Service Company | SUZANNE E. WHALENOfficer | Active | |
| Louisiana | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-27 | CORPORATION SERVICE COMPANY | EQUINOX MANAGEMENT GROUP, INCMember | Active | |
| Massachusetts | CO-ORDINATED BENEFIT PLANS, LLC | 2012-05-25 | CORPORATION SERVICE COMPANY | Sharon EdwardsOfficer | Active | |
| Maryland | CO-ORDINATED BENEFIT PLANS, INC | 2006-10-27 | NATIONAL REGISTERED AGENTS, INC. OF MD | β | Dissolved | |
| Maryland | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-16 | CSC-LAWYERS INCORPORATING SERVICE | β | Active | |
| Maine | CO-ORDINATED BENEFIT PLANS, LLC | 2006-11-27 | CORPORATION SERVICE COMPANY | β | Active | |
| Missouri | CO-ORDINATED BENEFIT PLANS, LLC | 2013-12-24 | CSC-LAWYERS INCORPORATING SERVICE COMPANY | β | Active | |
| Mississippi | Co-ordinated Benefit Plans, LLC | 2013-06-10 | CORPORATION SERVICE COMPANY | Equinox Management Group, IncMemberLisa SheridanOfficer | Active | |
| Montana | CO-ORDINATED BENEFIT PLANS, LLC | 2009-09-03 | CORPORATION SERVICE COMPANY | EQUINOX MANAGEMENT GROUP, INCManager | Active | |
| North Carolina | Co-ordinated Benefit Plans, LLC | 2009-07-15 | CSC - Delaware | Edwards, SharonOfficerEquinox Management Group, IncManager | Active | |
| Nebraska | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-06 | CSC-LAWYERS INCORPORATING SERVICE COMPANY | β | Active | |
| New Hampshire | CO-ORDINATED BENEFIT PLANS, LLC | 2006-12-14 | CORPORATION SERVICE COMPANY | Equinox Management Group, IncMember | Active | |
| New Mexico | CO-ORDINATED BENEFIT PLANS, LLC | 2006-12-08 | NATIONAL REGISTERED AGENTS INC | HARRY CHADWICK, JRManagerSUZANNE E. WHALENManager1 more | Active | |
| Nevada | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-17 | CORPORATION SERVICE COMPANY* | EQUINOX MANAGEMENT GROUP, INCMember | Active | |
| Ohio | CO-ORDINATED BENEFIT PLANS, LLC | 2006-11-08 | CORPORATION SERVICE COMPANY | β | Active | |
| Oklahoma | CO-ORDINATED BENEFIT PLANS, LLC | 2009-12-03 | CORPORATION SERVICE COMPANY | β | Active | |
| Oregon | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-10 | CORPORATION SERVICE COMPANY | β | Active | |
| Rhode Island | Co-Ordinated Benefit Plans, LLC | 2006-12-07 | CORPORATION SERVICE COMPANY | EQUINOX MANAGER GROUP, INCManager | Active | |
| South Carolina | CO-ORDINATED BENEFIT PLANS, LLC | 2006-11-08 | NATIONAL REGISTERED AGENTS INC | β | Revoked | |
| South Carolina | Co-Ordinated Benefit Plans, LLC | 2025-05-29 | Corporation Service Company | β | Active | |
| South Dakota | CO-ORDINATED BENEFIT PLANS, LLC | 2009-07-10 | 3H AGENT SERVICES, INC | β | Active | |
| Tennessee | CO-ORDINATED BENEFIT PLANS, LLC | 2009-08-11 | CORPORATION SERVICE COMPANY | β | Active | |
| Texas | Co-ordinated Benefit Plans, LLC | 2006-11-28 | Corporation Service Company d/b/a CSC-Lawyers Incorporating Service Company | JOHN MINAOfficerNATALIE M LOGANOfficer1 more | Active | |
| Utah | CO-ORDINATED BENEFIT PLANS, LLC | 2006-11-30 | CORPORATION SERVICE COMPANY | EQUINOX MANAGEMENT INSURANCE AGENCY, INCManager | Expired | |
| Utah | CO-ORDINATED BENEFIT PLANS, LLC | 2006-11-30 | NATIONAL REGISTERED AGENTS, INC | EQUINOX MANAGEMENT INSURANCE AGENCY, INCManagerEQUINOX MANAGEMENT GROUP INCMember | Active | |
| Virginia | Co-ordinated Benefit Plans, LLC | 2009-07-16 | CORPORATION SERVICE COMPANY | β | Active | |
| Washington | CO-ORDINATED BENEFIT PLANS, LLC | 2006-11-27 | CORPORATION SERVICE COMPANY | EQUINOX MANAGEMENT GROUP, INCDirector | Active | |
| Wisconsin | CO-ORDINATED BENEFIT PLANS, LLC | 2009-08-03 | CORPORATION SERVICE COMPANY | β | Active | |
| West Virginia | CO-ORDINATED BENEFIT PLANS, LLC | 2006-11-16 | CORPORATION SERVICE COMPANY | EQUINOX MANAGEMENT GROUP, INCManager | Active | |
| Wyoming | Co-ordinated Benefit Plans, LLC | 2007-01-02 | Corporation Service Company | β | Active | |
Companies and people linked to CO-ORDINATED BENEFIT PLANS, LLC in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses β a shared agent, address or contact alone does not prove affiliation.
company person group former role
| State | License / ID | Type | Issued | Status | |
|---|---|---|---|---|---|
| Florida | W368936 | β | β | VALID | |
| Florida | W368936 | β | β | VALID | |
| Amount | Approved | Lender | Jobs | Status | |
|---|---|---|---|---|---|
| $606,782 | 04/10/2020 | JPMorgan Chase Bank, National Association | 47 | Paid in Full | |
| State | Workforce | Hiring sites | Enrolled | Industry | Status | |
|---|---|---|---|---|---|---|
| Florida | 20 to 99 | 2 | 6/21/2019 | FINANCE AND INSURANCE (52) | Open | |
Employee-benefit plan filings by CO-ORDINATED BENEFIT PLANS, LLC with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios β not official headcount or reported revenue.
| Employees (modeled) | β34 Β· plan year 2011 |
|---|---|
| Est. annual revenue (modeled) | $10.6M |
| Retirement plan assets | $311,459 |
| Benefit plans | 401(k) plan on file |
| Filing history | 2 plan years filed, 2010β2011 |
| Sponsor EIN | 59-2014829 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2011 | β34 | 31 | $311,459 | $10.6M | 401(k) | |
| 2010 | β30 | β | $278,600 | $10.3M | 401(k) | |
Matched Form 5500 filing records:
| Plan | Plan year | Participants | EIN | |
|---|---|---|---|---|
| CO-ORDINATED BENEFIT PLANS LLC 401 K PROFIT SHARING PLAN TRUST | β | β | β | |
| CO-ORDINATED BENEFIT PLANS LLC 401(K) PROFIT SHARING PLAN & TRUST | β | β | β | |
Federal court records load when you reach this section.
Companies adjacent to CO-ORDINATED BENEFIT PLANS, LLC in the Vermont Secretary of State register, in alphabetical order.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-06-08. Document getpalm-companies/2106-7877-1363.