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URSULINE SOCIETY AND ACADEMY OF EDUCATION

Headquarter

Company Details

Name: URSULINE SOCIETY AND ACADEMY OF EDUCATION
Jurisdiction: Kentucky
Profit or Non-Profit: Non-profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Organization Date: 08 Jan 1864 (161 years ago)
Organization Number: 0053450
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
Primary County: Jefferson
Place of Formation: KENTUCKY
Last Annual Report: 29 Feb 2024 (9 months ago)
Principal Office: 3115 LEXINGTON RD., LOUISVILLE, KY 40206
Principal Office ZIP code: 40206

Links between entities

Type Company Name Company Number State
Headquarter of URSULINE SOCIETY AND ACADEMY OF EDUCATION CORP_54293186 ILLINOIS
Headquarter of URSULINE SOCIETY AND ACADEMY OF EDUCATION CORP_61326472 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
URSULINE SOCIETY AND ACADEMY OF EDUCATION 401(K) PLAN 2022 610449662 2024-01-26 URSULINE SOCIETY AND ACADEMY OF EDUCATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3115 LEXINGTON ROAD, BLDG 10, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2024-01-26
Name of individual signing BECKY PHILLIPS
Valid signature Filed with authorized/valid electronic signature
URSULINE SOCIETY AND ACADEMY OF EDUCATION 401(K) PLAN 2021 610449662 2023-03-30 URSULINE SOCIETY AND ACADEMY OF EDUCATION 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3115 LEXINGTON ROAD, BLDG 10, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2023-03-30
Name of individual signing BECKY PHILLIPS
Valid signature Filed with authorized/valid electronic signature
URSULINE SOCIETY AND ACADEMY OF EDUCATION 401(K) PLAN 2020 610449662 2022-01-28 URSULINE SOCIETY AND ACADEMY OF EDUCATION 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3115 LEXINGTON ROAD, BLDG 10, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2022-01-28
Name of individual signing SISTER JEAN ANNE ZAPPA
Valid signature Filed with authorized/valid electronic signature
URSULINE SOCIETY AND ACADEMY OF EDUCATION 401(K) PLAN 2019 610449662 2021-03-26 URSULINE SOCIETY AND ACADEMY OF EDUCATION 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3115 LEXINGTON ROAD, BLDG 10, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2021-03-26
Name of individual signing SISTER JEAN ANNE ZAPPA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-26
Name of individual signing SISTER JEAN ANNE ZAPPA
Valid signature Filed with authorized/valid electronic signature
URSULINE SOCIETY AND ACADEMY OF EDUCATION 401(K) PLAN 2019 610449662 2021-03-26 URSULINE SOCIETY AND ACADEMY OF EDUCATION 20
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3115 LEXINGTON ROAD, BLDG 10, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2021-03-26
Name of individual signing SISTER JEAN ANNE ZAPPA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-26
Name of individual signing SISTER JEAN ANNE ZAPPA
Valid signature Filed with authorized/valid electronic signature
URSULINE SOCIETY AND ACADEMY OF EDUCATION 401(K) PLAN 2018 610449662 2020-01-29 URSULINE SOCIETY AND ACADEMY OF EDUCATION 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3105 LEXINGTON ROAD, BLDG 3, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2020-01-28
Name of individual signing BONNIE C. ALLISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-01-28
Name of individual signing BONNIE C. ALLISON
Valid signature Filed with authorized/valid electronic signature
URSULINE SOCIETY AND ACADEMY OF EDUCATION 401(K) PLAN 2017 610449662 2019-01-25 URSULINE SOCIETY AND ACADEMY OF EDUCATION 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3105 LEXINGTON ROAD, BLDG 3, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2019-01-25
Name of individual signing BONNIE C. ALLISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-01-25
Name of individual signing BONNIE C. ALLISON
Valid signature Filed with authorized/valid electronic signature
URSULINE SOCIETY AND ACADEMY OF EDUCATION 401(K) PLAN 2016 610449662 2017-12-20 URSULINE SOCIETY AND ACADEMY OF EDUCATION 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3105 LEXINGTON ROAD, BLDG 3, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2017-12-20
Name of individual signing BONNIE C. ALLISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-12-20
Name of individual signing BONNIE C. ALLISON
Valid signature Filed with authorized/valid electronic signature
URSULINE SOCIETY AND ACADEMY OF EDUCATION 401(K) PLAN 2015 610449662 2016-12-22 URSULINE SOCIETY AND ACADEMY OF EDUCATION 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3105 LEXINGTON ROAD, BLDG 3, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2016-12-22
Name of individual signing BONNIE C. ALLISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-12-22
Name of individual signing BONNIE C. ALLISON
Valid signature Filed with authorized/valid electronic signature
URSULINE SOCIETY AND ACADEMY OF EDUCATION 401(K) PLAN 2014 610449662 2016-01-28 URSULINE SOCIETY AND ACADEMY OF EDUCATION 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5025157511
Plan sponsor’s address 3105 LEXINGTON ROAD, BLDG 3, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2016-01-28
Name of individual signing SISTER JANET M. PETERWORTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-01-28
Name of individual signing SISTER JANET M. PETERWORTH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/12/12/20141212073258P040045980719001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3105 LEXINGTON ROAD, BLDG 3, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2014-12-12
Name of individual signing SISTER JANET M. PETERWORTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-12-12
Name of individual signing SISTER JANET M. PETERWORTH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/12/10/20131210100339P030119937027001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3105 LEXINGTON ROAD, BLDG 3, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2013-12-10
Name of individual signing SISTER LYNN JARRELL, OSU
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-12-10
Name of individual signing SISTER LYNN JARRELL, OSU
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/11/20121011110707P030000692037001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 611000
Sponsor’s telephone number 5022121751
Plan sponsor’s address 3105 LEXINGTON ROAD, BLDG 3, LOUISVILLE, KY, 40206

Plan administrator’s name and address
Administrator’s EIN 610449662
Plan administrator’s name URSULINE SOCIETY AND ACADEMY OF EDUCATION
Plan administrator’s address 3105 LEXINGTON ROAD, BLDG 3, LOUISVILLE, KY, 40206
Administrator’s telephone number 5022121751

Signature of
Role Plan administrator
Date 2012-10-11
Name of individual signing BONNIE ALLISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-11
Name of individual signing BONNIE ALLISON
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
RITA ANN WIGGINTON Director
JEAN ANNE ZAPPA Director
YULI ONCIHUARY Director
AGNES COVENEY Director
. Director

Incorporator

Name Role
. Incorporator

Registered Agent

Name Role
REBECCA L. PHILLIPS Registered Agent

Treasurer

Name Role
AGNES COVENEY Treasurer

Vice President

Name Role
RITA ANN WIGGINTON Vice President

President

Name Role
JEAN ANNE ZAPPA President

Assumed Names

Name Status Expiration Date
URSULINE SISTERS OF LOUISVILLE Inactive 2023-06-24
MARIAN HOME Inactive 2014-01-15
URSULINE SISTERS Inactive 2008-07-15
URSULINE SISTERS OF THE IMMACULATE CONCEPTION OF LOUISVILLE, KENTUCKY Inactive 2008-07-15
URSULINE MOTHERHOUSE OF THE IMMACULATE CONCEPTION Inactive 2008-07-15
URSULINE SPEECH CLINIC Inactive 2003-07-15
HARVEST HOME Inactive 2003-07-15
URSULINE CAMPUS TUTORING SERVICE Inactive 2003-07-15

Filings

Name File Date
Annual Report 2024-02-29
Annual Report 2024-02-29
Annual Report 2023-03-16
Registered Agent name/address change 2022-03-09
Annual Report 2022-03-09
Annual Report 2021-02-18
Annual Report Amendment 2020-09-08
Registered Agent name/address change 2020-07-07
Principal Office Address Change 2020-07-07
Annual Report 2020-03-16

Related by officers

.

HAMMOND-PENNYRILE MOVING & STORAGE, INC. LEXINGTON LIONS CLUB, INCORPORATED LOUISVILLE PRESBYTERIAN THEOLOGICAL SEMINARY SBHJ HOLDINGS, INC. AMELIA BROWN FRAZIER REHABILITATION CENTER, INC. LEXINGTON KENNEL CLUB, INC. TRISTATE ARTHRITIS & RHEUMATOLOGY, P.S.C. LEXINGTON SPRINGS LIMITED PARTNERSHIP WOOD & TIMBER ENTERPRISES THE RASPBERRY

Related by address

3115 LEXINGTON RD., LOUISVILLE, KY 40206

SACRED HEART SCHOOLS, INC.

Date of last update: 15 Nov 2024

Sources: Kentucky Secretary of State

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