NAICS 52429252

SBA Loans for Third Party Administration of Insurance and Pension Funds

Third Party Administration of Insurance and Pension Funds are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving third party administration of insurance and pension funds loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding third party administration of insurance and pension funds

Total loans

263

all programs

Approved $

$115.0M

last 5 years

Avg loan

$437K

median $145K

Most active lender

Wells Fargo Bank National Association

16 loans

Jobs supported

312K

cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS

21.7%

14.4%

21.7%

18.6%

11.4%

4.2%

<$50K

$50–100K

$100–250K

$250–500K

$500K–1M

$1–2M

$2M+

Most common range

$100K – $250K

34% of loans

Median

$145,000

90th percentile

$612,000

THIRD PARTY ADMINISTRATION OF INSURANCE AND PENSION FUNDS-FRIENDLY LENDERS

The 5 lenders that approved 41% of third party administration of insurance and pension funds SBA loans last year.

Submit your third party administration of insurance and pension funds profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

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Top lenders for third party administration of insurance and pension funds

Wells Fargo Bank National Association

Citizens Bank, National Association

Manufacturers and Traders Trust Company

KeyBank National Association

Readycap Lending, LLC

U.S. Bank, National Association

Top states for third party administration of insurance and pension funds loans

Loan records · Third Party Administration of Insurance and Pension Funds

263 records

Sort:

Borrower

Location

Program

Industry

Edison Health Solutions, LLC First Oklahoma Bank

Jenks, OK

74037

$5,000,000

$98K

7(a)

Third Party Administration of Insurance and Pension Funds

2024-06-25

Apex Benefits, LLC Titan Bank, National Association

Carrollton, TX

75006

$4,500,000

$38K

7(a)

Third Party Administration of Insurance and Pension Funds

2013-05-20

Triad Group, LLC KeyBank National Association

Troy, NY

12180

$4,256,000

—

7(a)

Third Party Administration of Insurance and Pension Funds

2016-11-28

Audit Services Incorporated Pinnacle Bank

Conyers, GA

30013

$4,025,000

$51K

7(a)

Third Party Administration of Insurance and Pension Funds

2010-12-08

PENSER NORTH AMERICA, INC.FFB Bank

Lacey, WA

98503

$3,715,000

$55K

7(a)

Third Party Administration of Insurance and Pension Funds

2022-10-28

The Gossen Group, LLC Wells Fargo Bank National Association

Irvine, CA

92614

$3,598,800

—

7(a)

Third Party Administration of Insurance and Pension Funds

2017-07-18

Equitable Plan Services, Inc.JPMorgan Chase Bank, National Association

Oklahoma City, OK

73120

$2,600,000

$54K

7(a)

Third Party Administration of Insurance and Pension Funds

2012-12-05

American Trust Administrators, Inc Everwise Credit Union

Overland Park, KS

66212

$2,173,000

$109K

7(a)

Third Party Administration of Insurance and Pension Funds

2021-07-28

Bravo Wellness, LLC Growth Capital Corp.

Avon, OH

44011

$2,056,000

$62K

504

Third Party Administration of Insurance and Pension Funds

2012-06-14

OMG REAL ESTATE,LLC & CORP CLA Readycap Lending, LLC

Chesterfield, MO

63005

$2,000,000

$33K

7(a)

Third Party Administration of Insurance and Pension Funds

2006-12-28

RCXI, LLC East West Bank

Suffern, NY

10901

$2,000,000

$182K

7(a)

Third Party Administration of Insurance and Pension Funds

2015-03-11

C & S CLAIMS SERVICE, INC The Huntington National Bank

Las Vegas, NV

89102

$1,975,000

—

7(a)

Third Party Administration of Insurance and Pension Funds

2005-11-09

FLYNN, SHOJINAGA & ASSOCIATES INC California Bank of Commerce, NA

Alameda, CA

94502

$1,845,000

$123K

7(a)

Third Party Administration of Insurance and Pension Funds

2018-12-06

ERP National, LLC West Shore Bank

Lees Summit, MO

64064

$1,838,800

$84K

7(a)

Third Party Administration of Insurance and Pension Funds

2023-02-15

BCD Holding, LLC & H-MA, LLC Newtek Small Business Finance, Inc.

Phoenix, AZ

85048

$1,805,000

$28K

7(a)

Third Party Administration of Insurance and Pension Funds

2012-02-27

Devines Pharmacy, Inc.Live Oak Banking Company

Edison, NJ

$1,650,000

$165K

7(a)

Third Party Administration of Insurance and Pension Funds

2023-03-17

BERG BENEFITS, INC.First-Citizens Bank & Trust Company

Tacoma, WA

98405

$1,647,500

$137K

7(a)

Third Party Administration of Insurance and Pension Funds

2020-04-23

Innovare Health Plan Group Inc OakStar Bank

Republic, MO

65738

$1,628,600

$543K

7(a)

Third Party Administration of Insurance and Pension Funds

2022-04-26

Thomas J. Anderson & Associates, Inc.Citizens & Northern Bank

Kennett Square, PA

19348

$1,585,000

$396K

7(a)

Third Party Administration of Insurance and Pension Funds

2013-03-27

PSWA Real Estate Holdings LLC Southland Economic Development Corporation

Covina, CA

91724

$1,584,000

$158K

504

Third Party Administration of Insurance and Pension Funds

2019-11-05

S&C ADMINISTRATIVE SERVICES The Huntington National Bank

Las Vegas, NV

89102

$1,550,000

—

7(a)

Third Party Administration of Insurance and Pension Funds

2006-06-12

SUBROCLAIMS, INC Capital Access Group, Inc.

Campbell, CA

95008

$1,472,000

$147K

504

Third Party Administration of Insurance and Pension Funds

2007-03-29

Risk International Services, Inc.Growth Capital Corp.

Fairlawn, OH

44333

$1,301,000

$62K

504

Third Party Administration of Insurance and Pension Funds

2010-03-15

Probenefits, Inc.Truist Bank

Winston-Salem, NC

27106

$1,300,000

$72K

7(a)

Third Party Administration of Insurance and Pension Funds

2007-05-14

MANDATED COST SYSTEMS INC SBA CLSC Servicing

Rancho Cordova (Mills), CA

95670

$1,300,000

$11K

504

Third Party Administration of Insurance and Pension Funds

2001-08-29

Edison Health Solutions, LLC

Jenks, OK · 74037

$5,000,000

7(a)

First Oklahoma Bank$98K/job · 2024-06-25

Apex Benefits, LLC

Carrollton, TX · 75006

$4,500,000

7(a)

Titan Bank, National Association$38K/job · 2013-05-20

KeyBank National Association2016-11-28

Audit Services Incorporated

Conyers, GA · 30013

$4,025,000

7(a)

Pinnacle Bank$51K/job · 2010-12-08

PENSER NORTH AMERICA, INC.

Lacey, WA · 98503

$3,715,000

7(a)

FFB Bank$55K/job · 2022-10-28

The Gossen Group, LLC

Irvine, CA · 92614

$3,598,800

7(a)

Wells Fargo Bank National Association2017-07-18

Equitable Plan Services, Inc.

Oklahoma City, OK · 73120

$2,600,000

7(a)

JPMorgan Chase Bank, National Association$54K/job · 2012-12-05

American Trust Administrators, Inc

Overland Park, KS · 66212

$2,173,000

7(a)

Everwise Credit Union$109K/job · 2021-07-28

Growth Capital Corp.$62K/job · 2012-06-14

OMG REAL ESTATE,LLC & CORP CLA

Chesterfield, MO · 63005

$2,000,000

7(a)

Readycap Lending, LLC$33K/job · 2006-12-28

East West Bank$182K/job · 2015-03-11

C & S CLAIMS SERVICE, INC

Las Vegas, NV · 89102

$1,975,000

7(a)

The Huntington National Bank2005-11-09

FLYNN, SHOJINAGA & ASSOCIATES INC

Alameda, CA · 94502

$1,845,000

7(a)

California Bank of Commerce, NA$123K/job · 2018-12-06

ERP National, LLC

Lees Summit, MO · 64064

$1,838,800

7(a)

West Shore Bank$84K/job · 2023-02-15

BCD Holding, LLC & H-MA, LLC

Phoenix, AZ · 85048

$1,805,000

7(a)

Newtek Small Business Finance, Inc.$28K/job · 2012-02-27

Devines Pharmacy, Inc.

Edison, NJ

$1,650,000

7(a)

Live Oak Banking Company$165K/job · 2023-03-17

First-Citizens Bank & Trust Company$137K/job · 2020-04-23

Innovare Health Plan Group Inc

Republic, MO · 65738

$1,628,600

7(a)

OakStar Bank$543K/job · 2022-04-26

Thomas J. Anderson & Associates, Inc.

Kennett Square, PA · 19348

$1,585,000

7(a)

Citizens & Northern Bank$396K/job · 2013-03-27

PSWA Real Estate Holdings LLC

Covina, CA · 91724

$1,584,000

504

Southland Economic Development Corporation$158K/job · 2019-11-05

S&C ADMINISTRATIVE SERVICES

Las Vegas, NV · 89102

$1,550,000

7(a)

The Huntington National Bank2006-06-12

Capital Access Group, Inc.$147K/job · 2007-03-29

Risk International Services, Inc.

Fairlawn, OH · 44333

$1,301,000

504

Growth Capital Corp.$62K/job · 2010-03-15

Probenefits, Inc.

Winston-Salem, NC · 27106

$1,300,000

7(a)

Truist Bank$72K/job · 2007-05-14

MANDATED COST SYSTEMS INC

Rancho Cordova (Mills), CA · 95670

$1,300,000

504

SBA CLSC Servicing$11K/job · 2001-08-29

1–25 of 263

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