# International Plan Solutions, LLC — Form D

International Plan Solutions, LLC of OMAHA, NE, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2009-07-09. $44.5M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2009-07-09
- Form: D
- Accession: 0001466952-09-000002
- Industry: Pooled Investment Fund
- Exemptions: 06, 3C, 3C.1
- Amount sold: $44.5M
- Minimum investment: $250K
- Investors: 13
- Date of first sale: 2009-06-26
- Security types: equity, fund interests
- SEC file number: 021-132574

## Issuer

- Name: International Plan Solutions, LLC
- CIK: 0001466952
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2009
- Address: C/O BLUE CROSS & BLUE SHIELD OF NEBRASKA, OMAHA, NE, 68180
- Phone: 402-982-7666

## Officers, directors & promoters (46)

_Showing 25 of 46 people._

| Name | Role | Location |
| --- | --- | --- |
| David Gentile | Director | New York, NY |
| Yori Milo | Director | Radnor, PA |
| MICHAEL MIZEUR | Director | RADNOR, PA |
| James Modaff | Director | Jacksonville, FL |
| Richard Morin | Director | Providence, RI |
| William Reed | Director | Boston, MA |
| Gary St. Hilaire | Director | Harrisburg, PA |
| Joseph P Henry | Executive Officer | Philadelphia, PA |
| BRIAN O'MALLEY | Director | PALO ALTO, CA |
| BRUCE E SICKEL | Director | WILKES-BARRE, PA |
| MICHAEL CLEARY | Director | HARRISBURG, PA |
| BRUCE SICKEL | Director | WILKES-BARRE, PA |
| KAREN ABRAHAM | Director | PHOENIX, AZ |
| DOUGLAS GARRETT | Director | FLOWOOD, MS |
| JAMES DEYLING | Director | COLUMBIA, SC |
| SCOTT BEACHAM | Director | OAKBROOK TERRACE, IL |
| RICK NEESOM | Director | PHILADELPHIA, PA |
| PEGGY SCOTT | Director | BATON ROUGE, LA |
| JAMES MESSINA | Director | MOUNTAIN LAKE TERRACE, WA |
| JAMES MESSINA | Executive Officer | MOUNTAIN LAKE TERRACE, WA |
| BRYAN CAMERLINCK | Director | KANSAS CITY, MO |
| LEWIS TROWBRIDGE | Director | OMAHA, NE |
| LEWIS TROWBRIDGE | Executive Officer | OMAHA, NE |
| BRETT PAINCHAUD | Director | BOSTON, MA |
| DEANNA MCDONALD | Director | JACKSONVILLE, FL |

## Other filings by this issuer (3)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2012-06-25](https://search.stillhousedata.com/formd/0001047570-12-000002) | D | $11.4M | $11.4M |
| [2010-06-09](https://search.stillhousedata.com/formd/0001466952-10-000001) | D | $2.5M | $2.5M |
| [2009-12-03](https://search.stillhousedata.com/formd/0001466952-09-000003) | D/A | — | $44.9M |

## More

- [CIK 1466952 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1466952&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001466952-09-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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