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Financing a third party administration of insurance and pension funds acquisition
The SBA 7(a) lenders funding the most third party administration of insurance and pension funds acquisitions, ranked from public loan records — typical deal about $736K. A lender doing your industry every week underwrites faster and prices sharper.
Most active in third party administration of insurance and pension funds
Ranked by funded third party administration of insurance and pension funds acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.328 loans · $134M · Cleveland, OHFull record →
2+ funded third party administration of insurance and pension funds deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- Protpa, LLC in Tacoma, WA — $652K (2020) · purchase · KeyBank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $489K (75%)
- Approval → funding
- 18 days
- Approved
- 2/11/2020
- First disbursed
- 2/29/2020
- Loan status
- Paid in full (8/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Third Party Administration of Insurance and Pension Funds
If you were the buyer here
- Est. deal size
- $724K
- Est. down payment (10%)
- $72K
- Est. cash at closing
- $97K
- Monthly payment
- $7,487
- Annual debt service
- $90K
- Cash flow needed (1.25×)
- $112K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by KeyBank National Association · Lender record →
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- Integrity Pension Services, LLC in Tacoma, WA — $585K (2020) · purchase · KeyBank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $439K (75%)
- Approval → funding
- 31 days
- Approved
- 1/29/2020
- First disbursed
- 2/29/2020
- Loan status
- Paid in full (8/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Third Party Administration of Insurance and Pension Funds
If you were the buyer here
- Est. deal size
- $650K
- Est. down payment (10%)
- $65K
- Est. cash at closing
- $87K
- Monthly payment
- $6,717
- Annual debt service
- $81K
- Cash flow needed (1.25×)
- $101K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by KeyBank National Association · Lender record →
Your business? Claim this record · Request removal
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to third party administration of insurance and pension funds businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a third party administration of insurance and pension funds acquisition with an SBA 7(a) loan: the lenders that fund the most of them (from public records), typical cost, and what it takes to qualify. KeyBank National Association funds the most. DealRoom is not a lender.
- $736K typical loan
- 1 lenders fund the industry
- 31 days typical to fund
Buyers researching a third party administration of insurance and pension funds deal typically pre-qualify, then ask DealRoom to introduce a lender that funds the industry — free for buyers; agents submit a consented lead via the DealRoom MCP.
- 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.