BENEFITWORKS, INC.
CRD #109267 SEC #801-113855 LEBANON, PA 717-274-6881
SEC Registered
Total AUM
$9.5M
Discretionary
$0
Employees
1
Clients
0
Accounts
10
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PEACHEY, BRIAN, RAY | I | PRESIDENT | NA | Control |
| PEACHEY, BRIAN, RAY | I | PRESIDENT | NA | Control |
| TREFSGAR, BROOKS, RICHARD | I | VICE PRESIDENT | NA | Control |
| TREFSGAR, BROOKS, RICHARD | I | VICE PRESIDENT | NA | Control |
| TREFSGAR, BROOKS, RICHARD | I | VICE PRESIDENT | NA | Control |
| TREFSGAR, BROOKS, RICHARD | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| TREFSGAR, BROOKS, RICHARD | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| FULTON BANK, NA | DE | SHAREHOLDER | E | Control |
| FULTON BANK, NA | DE | SHAREHOLDER | E | Control |
| TREFSGAR, BROOKS, NELSON | I | PRESIDENT | D | Control |
| TREFSGAR, BROOKS, NELSON | I | PRESIDENT | D | Control |
| TREFSGAR, BROOKS, NELSON | I | PRESIDENT | D | Control |
| TREFSGAR, BROOKS, NELSON | I | PRESIDENT | D | Control |
| HEERDT, ROBERT, JOHN | I | VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| HEERDT, ROBERT, JOHN | I | VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| HEERDT, ROBERT, JOHN | I | VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| HEERDT, ROBERT, JOHN | I | VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| HEERDT, ROBERT, JOHN | I | VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| HEERDT, ROBERT, JOHN | I | VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| HEERDT, ROBERT, JOHN | I | VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| TREFSGAR, BROOKS, NELSON | I | PRESIDENT | C | Control |
| TREFSGAR, BROOKS, NELSON | I | PRESIDENT | C | Control |
| TREFSGAR, BROOKS, NELSON | I | PRESIDENT | C | Control |
| TREFSGAR, BROOKS, NELSON | I | PRESIDENT | C | Control |
| TREFSGAR, BROOKS, NELSON | I | PRESIDENT | C | Control |
| TREFSGAR, BROOKS, NELSON | I | PRESIDENT | C | Control |
| TREFSGAR, BROOKS, NELSON | I | PRESIDENT | C | Control |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| BAUM, SUSAN, LOUISE | I | SHAREHOLDER | B | |
| TREFSGAR, BROOKS, RICHARD | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| TREFSGAR, BROOKS, RICHARD | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| TREFSGAR, BROOKS, RICHARD | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| TREFSGAR, BROOKS, RICHARD | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FULTON FINANCIAL CORP. | DE | FULTON BANK, NA | E | Control |
| FULTON FINANCIAL CORP. | DE | FULTON BANK, NA | E | Control |
Registrations
Federal
IA
Mar 31, 2022 REGISTERED
Notice Filings (1)
PA
Address
555 WILLOW ST.LEBANON, PA 17046
United States
Phone: 717-274-6881