Health and Benefits Partners Llc
2006 Dekalb Pike, Norristown, PA 19401 · Insurance Agencies and Brokerages (NAICS 524210)
Loan Summary
Source: SBA FOIA Loan-Level DataTotal Loans
4
Total Amount
$2.5M
Jobs Supported
39
Years Active
2017–2025
Loan History (4)
Source: SBA FOIA7(a)$947,900
Exempt
- Approved
- Oct 9, 2024 (FY2025)
- SBA Guaranteed
- $710,925 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 10.75%
- Revolver
- 0
- Jobs Supported
- 13
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Insurance Agencies and Brokerages (NAICS 524210)
Lender
Mid Penn Bank
349, Union St, Millersburg, PA 17061
Project Location
Montgomery County, PA
7(a)$520,000
Exempt
- Approved
- Dec 14, 2021 (FY2022)
- SBA Guaranteed
- $390,000 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 5.25%
- Revolver
- 0
- Jobs Supported
- 13
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Insurance Agencies and Brokerages (NAICS 524210)
Lender
Mid Penn Bank
349, Union St, Millersburg, PA 17061
Project Location
Montgomery County, PA
7(a)$450,000
Exempt
- Approved
- Sep 17, 2021 (FY2021)
- SBA Guaranteed
- $405,000 (90%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 5.25%
- Revolver
- 0
- Jobs Supported
- 13
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Insurance Agencies and Brokerages (NAICS 524210)
Lender
Mid Penn Bank
349, Union St, Millersburg, PA 17061
Project Location
Montgomery County, PA
7(a)$572,000
Paid in Full
- Approved
- Oct 31, 2016 (FY2017)
- SBA Guaranteed
- $429,000 (75%)
- Term
- 300 months (25.0 yrs)
- Interest Rate
- 5.50%
- Revolver
- 0
- Business Type
- Corporation
- Industry
- Investment Advice (NAICS 523930)
- Paid in Full
- Sep 30, 2020
Lender
Live Oak Banking Company
1741 Tiburon Dr, Wilmington, NC 28403
Project Location
Montgomery County, PA
Business Details
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- NAICS Code
- 524210 — Insurance Agencies and Brokerages
- Address
- 2006 Dekalb Pike
Norristown, PA 19401
Lenders
- Mid Penn Bank
- 349, Union St, Millersburg, PA 17061
- Live Oak Banking Company
- 1741 Tiburon Dr, Wilmington, NC 28403