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BRF/BRFHH RETIREMENT PLAN 401k Plan overview

Plan NameBRF/BRFHH RETIREMENT PLAN
Plan identification number 003

BRF/BRFHH RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BIOMEDICAL RESEARCH FOUNDATION OF NORTHWEST LOUISIANA has sponsored the creation of one or more 401k plans.

Company Name:BIOMEDICAL RESEARCH FOUNDATION OF NORTHWEST LOUISIANA
Employer identification number (EIN):581711612
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about BIOMEDICAL RESEARCH FOUNDATION OF NORTHWEST LOUISIANA

Jurisdiction of Incorporation: Louisiana Secretary Of State, Commercial Division
Incorporation Date:
Company Identification Number: 34196224N

More information about BIOMEDICAL RESEARCH FOUNDATION OF NORTHWEST LOUISIANA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRF/BRFHH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01JAMES DEAN
0032013-10-01JAMES D. DEAN

Plan Statistics for BRF/BRFHH RETIREMENT PLAN

401k plan membership statisitcs for BRF/BRFHH RETIREMENT PLAN

Measure Date Value
2019: BRF/BRFHH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,405
Total number of active participants reported on line 7a of the Form 55002019-01-012,687
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01663
Total of all active and inactive participants2019-01-013,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-013,361
Number of participants with account balances2019-01-013,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01140
2017: BRF/BRFHH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,928
Total number of active participants reported on line 7a of the Form 55002017-01-012,862
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01740
Total of all active and inactive participants2017-01-013,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,602
Number of participants with account balances2017-01-013,312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01240
2016: BRF/BRFHH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,702
Total number of active participants reported on line 7a of the Form 55002016-01-013,593
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-01320
Total of all active and inactive participants2016-01-013,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-013,928
Number of participants with account balances2016-01-013,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01137
2015: BRF/BRFHH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,866
Total number of active participants reported on line 7a of the Form 55002015-01-013,697
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01203
Total of all active and inactive participants2015-01-013,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,910
Number of participants with account balances2015-01-012,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0169
2014: BRF/BRFHH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,072
Total number of active participants reported on line 7a of the Form 55002014-01-012,857
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-01217
Total of all active and inactive participants2014-01-013,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,088
Number of participants with account balances2014-01-012,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01207
2013: BRF/BRFHH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-012,774
Total number of active participants reported on line 7a of the Form 55002013-10-012,697
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0183
Total of all active and inactive participants2013-10-012,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-012,780
Number of participants with account balances2013-10-012,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0119

Financial Data on BRF/BRFHH RETIREMENT PLAN

Measure Date Value
2019 : BRF/BRFHH RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$82,172
Total unrealized appreciation/depreciation of assets2019-12-31$82,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,250
Total income from all sources (including contributions)2019-12-31$27,406,881
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,645,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,237,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,773,098
Value of total assets at end of year2019-12-31$80,490,332
Value of total assets at beginning of year2019-12-31$59,730,689
Value of total assets at beginning of year2019-12-31$59,730,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$408,166
Total interest from all sources2019-12-31$153,428
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,923,900
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,923,900
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,137,781
Participant contributions at end of year2019-12-31$2,583,319
Participant contributions at end of year2019-12-31$2,583,319
Participant contributions at beginning of year2019-12-31$2,701,006
Participant contributions at beginning of year2019-12-31$2,701,006
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$244,827
Participant contributions at beginning of year2019-12-31$244,827
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$287,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,250
Other income not declared elsewhere2019-12-31$569
Administrative expenses (other) incurred2019-12-31$408,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,760,893
Value of net assets at end of year (total assets less liabilities)2019-12-31$80,490,332
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,729,439
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,729,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$73,621,091
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$73,621,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,015,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,015,999
Interest on participant loans2019-12-31$153,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,285,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,513,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,513,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,473,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,347,569
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$255,820
Employer contributions (assets) at beginning of year2019-12-31$255,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,237,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HEARD, MCELROY AND VESTAL, LLC
Accountancy firm EIN2019-12-31720398470
2017 : BRF/BRFHH RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,580,050
Total unrealized appreciation/depreciation of assets2017-12-31$3,580,050
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$651
Total income from all sources (including contributions)2017-12-31$21,647,134
Total loss/gain on sale of assets2017-12-31$1,107,502
Total of all expenses incurred2017-12-31$2,783,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,275,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,543,113
Value of total assets at end of year2017-12-31$61,523,711
Value of total assets at beginning of year2017-12-31$42,659,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$507,557
Total interest from all sources2017-12-31$111,823
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,304,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,304,646
Administrative expenses professional fees incurred2017-12-31$12,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,959,127
Participant contributions at end of year2017-12-31$2,159,910
Participant contributions at beginning of year2017-12-31$1,404,338
Participant contributions at end of year2017-12-31$6,000
Participant contributions at beginning of year2017-12-31$4,941
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$474,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$651
Administrative expenses (other) incurred2017-12-31$312,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$18,863,775
Value of net assets at end of year (total assets less liabilities)2017-12-31$61,523,060
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,659,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$85,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$55,212,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,951,015
Interest on participant loans2017-12-31$70,075
Interest earned on other investments2017-12-31$41,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,144,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,261,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,109,662
Employer contributions (assets) at end of year2017-12-31$915
Employer contributions (assets) at beginning of year2017-12-31$38,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,275,802
Contract administrator fees2017-12-31$97,017
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$16,419,250
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,311,748
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2017-12-31721202445
2016 : BRF/BRFHH RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$651
Total income from all sources (including contributions)2016-12-31$16,403,012
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,777,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,415,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,410,017
Value of total assets at end of year2016-12-31$42,659,936
Value of total assets at beginning of year2016-12-31$28,034,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$362,281
Total interest from all sources2016-12-31$69,337
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,560,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,560,176
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,202,438
Participant contributions at end of year2016-12-31$1,404,338
Participant contributions at beginning of year2016-12-31$723,660
Participant contributions at end of year2016-12-31$4,941
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$665,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$651
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,625,585
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,659,285
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,033,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$362,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,951,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,979,408
Interest on participant loans2016-12-31$37,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$32,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,261,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,329,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,363,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,542,395
Employer contributions (assets) at end of year2016-12-31$38,603
Employer contributions (assets) at beginning of year2016-12-31$1,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,415,146
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2016-12-31721202445
2015 : BRF/BRFHH RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$643
Total income from all sources (including contributions)2015-12-31$10,887,580
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,683,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,376,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,148,697
Value of total assets at end of year2015-12-31$28,034,351
Value of total assets at beginning of year2015-12-31$18,830,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$306,843
Total interest from all sources2015-12-31$43,467
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,036,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,036,326
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,186,116
Participant contributions at end of year2015-12-31$723,660
Participant contributions at beginning of year2015-12-31$391,957
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$346,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$643
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$9,204,310
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,033,700
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,829,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$306,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,979,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,083,261
Interest on participant loans2015-12-31$20,786
Interest earned on other investments2015-12-31$22,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,329,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,352,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,340,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,615,871
Employer contributions (assets) at end of year2015-12-31$1,399
Employer contributions (assets) at beginning of year2015-12-31$2,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,376,427
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2015-12-31721202445
2014 : BRF/BRFHH RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$834
Total income from all sources (including contributions)2014-12-31$12,658,879
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,006,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$851,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,900,947
Value of total assets at end of year2014-12-31$18,830,033
Value of total assets at beginning of year2014-12-31$7,177,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$155,177
Total interest from all sources2014-12-31$22,702
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,129,106
Participant contributions at end of year2014-12-31$391,957
Participant contributions at beginning of year2014-12-31$111,215
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$835,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$829
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,652,405
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,829,390
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,176,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$155,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,083,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,797,744
Interest on participant loans2014-12-31$9,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$13,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,352,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$266,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$735,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,936,131
Employer contributions (assets) at end of year2014-12-31$2,517
Employer contributions (assets) at beginning of year2014-12-31$2,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$851,297
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2014-12-31721202445
2013 : BRF/BRFHH RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$3,834,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,345,032
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,154,813
Value of total assets at end of year2013-12-31$7,177,819
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,963
Total interest from all sources2013-12-31$998
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$272,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$272,336
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,154,789
Participant contributions at end of year2013-12-31$111,215
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$582,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$5
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,342,628
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,176,985
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,797,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$721
Interest earned on other investments2013-12-31$277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$266,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-83,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,417,977
Employer contributions (assets) at end of year2013-12-31$2,492
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$441
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No

Form 5500 Responses for BRF/BRFHH RETIREMENT PLAN

2019: BRF/BRFHH RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: BRF/BRFHH RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRF/BRFHH RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRF/BRFHH RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRF/BRFHH RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRF/BRFHH RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01First time form 5500 has been submittedYes
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336386-01
Policy instance 1
Insurance contract or identification number336386-01
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336386-01
Policy instance 1
Insurance contract or identification number336386-01
Number of Individuals Covered672
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336386-01
Policy instance 1
Insurance contract or identification number336386-01
Number of Individuals Covered712
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336386-01
Policy instance 1
Insurance contract or identification number336386-01
Number of Individuals Covered671
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336386-01
Policy instance 1
Insurance contract or identification number336386-01
Number of Individuals Covered817
Insurance policy start date2013-10-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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