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Benefits Concierge Group LLC — SBA Loan Record (Valley Stream, NY) | DealRoom

Intelligence/Insurance Agencies and Brokerages/NY

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SBA lending record

Benefits Concierge Group LLC

184 ROCKAWAY AVE, Valley Stream, NY 11580 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$718K

Total SBA financing

1

Loan on record

FY2023

On record

2

Jobs supported

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

Is Benefits Concierge Group 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

$718,100 — FY2023

Gross approval: $718,100
SBA guaranteed: $538,575 (75%)
Status: Cancelled
Rate at approval: 4.48% f
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/3/2022
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Bank of America, National Association
Address: 184 ROCKAWAY AVE
City: Valley Stream, 11580
County: Nassau
SBA district office: MELVILLE BRANCH OFFICE
Congressional district: 4

The lender

Bank of America, National Association

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 New York Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in New York

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.

GIOVANNI BELEN FINANCIAL SERVICES

Glen Oaks, NY· ~6 mi

Insurance Agencies and Brokerages

$700K
SBA financing: ≈ $1.4M–$2.3M
Est. revenue (rough)

Dynamic Multi Service Inc

Fresh Meadows, NY· ~7 mi

Insurance Agencies and Brokerages

$600K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

Shimon Agency Group Inc.

Fresh Meadows, NY· ~7 mi

Insurance Agencies and Brokerages

$627K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

ROBIN POIRIER AGENCY INC

West Hempstead, NY· ~3 mi

Insurance Agencies and Brokerages

$675K
SBA financing: ≈ $1.3M–$2.2M
Est. revenue (rough)

Pirzada Ali Incorporated

Valley Stream, NY· ~2 mi

Insurance Agencies and Brokerages

$1.0M
SBA financing: ≈ $2.0M–$3.4M
Est. revenue (rough)

Aleni Incorporated

Merrick, NY· ~8 mi

Insurance Agencies and Brokerages

$936K
SBA financing: ≈ $1.8M–$3.1M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Benefits Concierge Group LLC in Valley Stream, NY (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 $718K
On record FY2023
2 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Valley Stream, NY
Lender: Bank of America, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in NY for ~$718k 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/benefits-concierge-group-llc-ny
API:: https://dealroom.so/api/public/businesses/benefits-concierge-group-llc-ny
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 Benefits Concierge Group 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 Benefits Concierge Group LLC.