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Barry & Associates LLC — SBA Loan Record (Omaha, NE) | DealRoom

Intelligence/Insurance Agencies and Brokerages/NE

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SBA lending record

Barry & Associates LLC

10703 MOCKINGBIRD DR, Omaha, NE 68127 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$145K

Total SBA financing

1

Loan on record

FY2021

On record

5

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Barry & Associates LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$145,000 — FY2021

Gross approval: $145,000
SBA guaranteed: $72,500 (50%)
Status: Paid in full
Rate at approval: 4.75% f
Term: 84 mo (7 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/2/2021
First disbursement: 4/23/2021
Days to fund: 21 days
Paid in full: 7/31/2022
Collateral: Required
Jobs supported: 5
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Union Bank and Trust Company
Address: 10703 MOCKINGBIRD DR
City: Omaha, 68127
County: Douglas
SBA district office: NEBRASKA DISTRICT OFFICE
Congressional district: 2

The lender

Union Bank and Trust Company

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding insurance agencies and brokerages — by location, industry.

SBA lenders in Nebraska Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Nebraska

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Iverson Integrity Services, LLC

Omaha, NE· ~7 mi

Insurance Agencies and Brokerages

$144K
SBA financing: ≈ $282K–$471K
Est. revenue (rough)

Today's Benefits Inc

Elkhorn, NE· ~7 mi

Insurance Agencies and Brokerages

$183K
SBA financing: ≈ $359K–$598K
Est. revenue (rough)

DBA SHERMAN P. WILLIS INSURANCE AGENCY

Omaha, NE· ~7 mi

Insurance Agencies and Brokerages

$175K
SBA financing: ≈ $343K–$572K
Est. revenue (rough)

Legacy Insurance Services, LLC

Omaha, NE· ~4 mi

Insurance Agencies and Brokerages

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

GRZYWA INC

Papillion, NE· ~4 mi

Insurance Agencies and Brokerages

$65K
SBA financing: ≈ $127K–$212K
Est. revenue (rough)

Senior Legacy Partners

Papillion, NE· ~4 mi

Insurance Agencies and Brokerages

$65K
SBA financing: ≈ $127K–$212K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Barry & Associates LLC in Omaha, NE (Insurance Agencies and Brokerages). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $145K
On record FY2021
5 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Omaha, NE
Lender: Union Bank and Trust Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in NE for ~$145k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/barry-associates-llc-ne
API:: https://dealroom.so/api/public/businesses/barry-associates-llc-ne
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Barry & Associates LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Barry & Associates LLC.