Evergreen Personal & Commercial Insurance Agency Inc.

25 Robert Pitt Drive 200f, Monsey, NY 10952 · Insurance Agencies and Brokerages (NAICS 524210)

Loan Summary

Source: SBA FOIA Loan-Level Data

Total Loans

4

Total Amount

$2.2M

Jobs Supported

35

Years Active

2015–2019

Loan History (4)

Source: SBA FOIA
7(a)$100,000
Exempt
Approved
Dec 19, 2018 (FY2019)
SBA Guaranteed
$50,000 (50%)
Term
120 months (10.0 yrs)
Interest Rate
9.04%
Revolver
0
Jobs Supported
4
Business Type
Corporation
Business Age
Existing or More Than 2 Years Old
Industry
Insurance Agencies and Brokerages (NAICS 524210)

Lender

Td Bank, National Association

2035 Limestone Rd, Wilmington, DE 19808

Project Location

Rockland County, NY

7(a)$850,000
Exempt
Approved
Nov 21, 2017 (FY2018)
SBA Guaranteed
$637,500 (75%)
Term
120 months (10.0 yrs)
Interest Rate
6.10%
Revolver
0
Jobs Supported
3
Business Type
Corporation
Business Age
Existing, 5 or More Years
Industry
Investment Advice (NAICS 523930)

Lender

Live Oak Banking Company

1741 Tiburon Dr, Wilmington, NC 28403

Project Location

Rockland County, NY

7(a)$1,114,000
Exempt
Approved
Aug 21, 2017 (FY2017)
SBA Guaranteed
$835,500 (75%)
Term
120 months (10.0 yrs)
Interest Rate
6.10%
Revolver
0
Jobs Supported
11
Business Type
Corporation
Industry
Insurance Agencies and Brokerages (NAICS 524210)

Lender

Live Oak Banking Company

1741 Tiburon Dr, Wilmington, NC 28403

Project Location

Rockland County, NY

7(a)$100,000
Paid in Full
Approved
Jul 8, 2015 (FY2015)
SBA Guaranteed
$50,000 (50%)
Term
120 months (10.0 yrs)
Interest Rate
4.50%
Revolver
0
Jobs Supported
17
Business Type
Corporation
Industry
Insurance Agencies and Brokerages (NAICS 524210)
Paid in Full
Aug 31, 2017

Lender

Capital One, National Association

1680 Capital One Dr, Mclean, VA 22102

Project Location

Rockland County, NY

Business Details

Business Type
Corporation
Business Age
Existing or More Than 2 Years Old
NAICS Code
524210 Insurance Agencies and Brokerages
Address
25 Robert Pitt Drive 200f
Monsey, NY 10952

Lenders

Td Bank, National Association
2035 Limestone Rd, Wilmington, DE 19808
Live Oak Banking Company
1741 Tiburon Dr, Wilmington, NC 28403
Capital One, National Association
1680 Capital One Dr, Mclean, VA 22102

Other SBA Borrowers in Monsey

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