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Brio Benefit Consulting Inc — SBA Loan Record (New York, NY) | DealRoom

Intelligence/Insurance Agencies and Brokerages/NY

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SBA lending record

Brio Benefit Consulting Inc

30 Broad St., New York, NY 10004 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$475K

Total SBA financing

1

Loan on record

FY2021

On record

16

Jobs supported

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

Is Brio Benefit Consulting Inc 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

$475,000 — FY2021

Gross approval: $475,000
SBA guaranteed: $237,500 (50%)
Status: Paid in full
Rate at approval: 5.75% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/10/2020
First disbursement: 2/5/2021
Days to fund: 57 days
Paid in full: 10/31/2023
Collateral: Required
Jobs supported: 16
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Hanover Community Bank
Address: 30 Broad St.
City: New York, 10004
County: New York
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 10

The lender

Hanover Community Bank

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.

David Cohen

Brooklyn, NY· ~2 mi

Insurance Agencies and Brokerages

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Universal Planning Insurance

Brooklyn, NY· ~3 mi

Insurance Agencies and Brokerages

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Mendy Kaufman

Brooklyn, NY· ~3 mi

Insurance Agencies and Brokerages

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Gold River Brokerage LLC

Brooklyn, NY· ~3 mi

Insurance Agencies and Brokerages

$405K
SBA financing: ≈ $794K–$1.3M
Est. revenue (rough)

Wolf Perl DBA Universal Planning Insurance

Brooklyn, NY· ~3 mi

Insurance Agencies and Brokerages

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Sammy Martinez Insurance Agency, Inc

Brooklyn, NY· ~7 mi

Insurance Agencies and Brokerages

$480K
SBA financing: ≈ $941K–$1.6M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Brio Benefit Consulting Inc in New York, 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 $475K
On record FY2021
16 jobs supported
Industry: Insurance Agencies and Brokerages
Location: New York, NY
Lender: Hanover Community Bank

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 ~$475k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/brio-benefit-consulting-inc-ny
API:: https://dealroom.so/api/public/businesses/brio-benefit-consulting-inc-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 Brio Benefit Consulting Inc 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 Brio Benefit Consulting Inc.