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Collegiate Admission & Retention Solutions, LLC

Details

Name: Collegiate Admission & Retention Solutions, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 14 Mar 2006 (19 years ago)
Entity Number: 000-476-471
Register Number: 000476471
County: Shelby
Place of Formation: Jefferson County
Principal Address: 3553 CAHABA BEACH RDBIRMINGHAM, AL 35242
Principal Address ZIP Code: 35242
Registered Office Street Address: 500 CENTURY PARK SOUTH STE 100BIRMINGHAM, AL 35226
Registered Office Street Address ZIP Code: 35226

Activities TELEMARKETING FOR EDUCATIONAL INSTITUTIONS/BUSINESSES

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COLLEGIATE ADMISSION & RETENTION (WELFARE PLAN) 2023 562559679 2024-07-18 COLLEGIATE ADMISSION & RETENTION SOLUTIONS, LLC 29
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2015-04-01
Business code 611000
Sponsor’s telephone number 2057766808
Plan sponsor’s address 500 CENTRY PARK S, BIRMINGHAM, AL, 35226

Plan administrator’s name and address

Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO, LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of

Role Plan administrator
Date 2024-06-17
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2024-06-17
Name of individual signing W. HAL SHEPHERD
COLLEGIATE ADMISSION & RETENTION (WELFARE PLAN) 2022 562559679 2023-07-27 COLLEGIATE ADMISSION & RETENTION SOLUTIONS, LLC 32
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2015-04-01
Business code 611000
Sponsor’s telephone number 2057766808
Plan sponsor’s address 500 CENTRY PARK S, BIRMINGHAM, AL, 35226

Plan administrator’s name and address

Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO, LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of

Role Plan administrator
Date 2023-07-19
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2023-07-19
Name of individual signing W. HAL SHEPHERD
COLLEGIATE ADMISSION & RETENTION (WELFARE PLAN) 2021 562559679 2022-07-29 COLLEGIATE ADMISSION & RETENTION SOLUTIONS, LLC 32
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2015-04-01
Business code 611000
Sponsor’s telephone number 2057766808
Plan sponsor’s address 500 CENTRY PARK S, BIRMINGHAM, AL, 35226

Plan administrator’s name and address

Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO, LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of

Role Plan administrator
Date 2022-07-21
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2022-07-21
Name of individual signing W. HAL SHEPHERD
COLLEGIATE ADMISSION & RETENTION (WELFARE PLAN) 2020 562559679 2021-07-25 COLLEGIATE ADMISSION & RETENTION SOLUTIONS, LLC 39
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2015-04-01
Business code 611000
Sponsor’s telephone number 2057766808
Plan sponsor’s address 500 CENTRY PARK S, BIRMINGHAM, AL, 35226

Plan administrator’s name and address

Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO, LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of

Role Plan administrator
Date 2021-07-20
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2021-07-20
Name of individual signing W. HAL SHEPHERD
COLLEGIATE ADMISSION & RETENTION (WELFARE PLAN) 2019 562559679 2020-07-30 COLLEGIATE ADMISSION & RETENTION SOLUTIONS, LLC 40
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2015-04-01
Business code 611000
Sponsor’s telephone number 2057766808
Plan sponsor’s address 500 CENTRY PARK S, BIRMINGHAM, AL, 35226

Plan administrator’s name and address

Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO, LLC
Plan administrator’s address 800 CORPORATE PKWY, STE 100, BIRMINGHAM, AL, 35242
Administrator’s telephone number 8669665457

Signature of

Role Plan administrator
Date 2020-07-30
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2020-07-30
Name of individual signing W. HAL SHEPHERD
COLLEGIATE ADMISSION & RETENTION (WELFARE PLAN) 2018 562559679 2019-07-29 COLLEGIATE ADMISSION & RETENTION SOLUTIONS, LLC 0
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2018-09-01
Business code 611000
Sponsor’s telephone number 2057766808
Plan sponsor’s address 500 CENTRY PARK S, BIRMINGHAM, AL, 35226

Plan administrator’s name and address

Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO, LLC
Plan administrator’s address 800 CORPORATE PKWY, STE 100, BIRMINGHAM, AL, 35242
Administrator’s telephone number 8669665457

Signature of

Role Plan administrator
Date 2019-07-29
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2019-07-29
Name of individual signing W. HAL SHEPHERD

Agent

Name Role
HORNE, KENNETH C JR Agent

Member

Name Role
HORNE, KENNETH C JR Member
PONDER, PAULA B Member
MCLAUGHLIN, BIBBIE J Member
CLOWER, DIANE S Member
JONES, TAMARA S Member
BENSON, RICHARD A Member

Date of last update: 14 Aug 2024

Sources: Alabama Secretary of State