0001090027-24-000002.txt : 20240328 0001090027-24-000002.hdr.sgml : 20240328 20240328170808 ACCESSION NUMBER: 0001090027-24-000002 CONFORMED SUBMISSION TYPE: TA-1/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240326 DATE AS OF CHANGE: 20240328 EFFECTIVENESS DATE: 20240405 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PLANMEMBER SERVICES CORP /TA CENTRAL INDEX KEY: 0001090027 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: CA FILING VALUES: FORM TYPE: TA-1/A SEC ACT: 1934 Act SEC FILE NUMBER: 084-05822 FILM NUMBER: 24800250 BUSINESS ADDRESS: STREET 1: 6187 CARPINTERIA AVENUE CITY: CARPINTERIA STATE: CA ZIP: 93013 BUSINESS PHONE: 8056841199 MAIL ADDRESS: STREET 1: 6187 CARPINTERIA AVENUE CITY: CARPINTERIA STATE: CA ZIP: 93013 FORMER COMPANY: FORMER CONFORMED NAME: PLANMEMBER SERVICES CORP /TA DATE OF NAME CHANGE: 19990708 TA-1/A 1 primary_doc.xml X0405 TA-1/A 0001090027 XXXXXXXX 084-05822 true LIVE SEC PLANMEMBER SERVICES CORP /TA PLANMEMBER SERVICES CORP /TA 507475 6187 Carpinteria Avenue Carpinteria CA 93013 N 805-684-1199 N N N N Corporation Jon M. Ziehl 09/01/1984 Director/CEO/President C true Terrall Janeway 10/01/1998 SVP/COO NA true Sean Haley 03/08/2019 FVP & Chief Compliance Officer NA Byron Bowman 04/01/2015 Secretary/General Counsel NA true PlanMember Financial Corporation 12/01/1991 Direct Owner E Equitable Distribution Holding Corp 02/14/2013 Indirect Owner C Steven Hansen 05/21/2022 CFO NA N N N N N N N N N N N N N N N N N N N N N N N N Byron Bowman 805-684-1199 Secretary/General Counsel 03/26/2024