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BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 401k Plan overview

Plan NameBENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN
Plan identification number 502

BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

BRSI, LP has sponsored the creation of one or more 401k plans.

Company Name:BRSI, LP
Employer identification number (EIN):760558170
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022018-02-01
5022017-02-01
5022016-02-01CHRIS HALE
5022015-02-01CHRIS HALE
5022013-02-01JIMMY RHODES JIMMY RHODES2014-10-21
5022012-02-01JIMMY RHODES JIMMY RHODES2013-10-16
5022011-01-01JIMMY RHODES
5022009-02-01JIMMY RHODES

Plan Statistics for BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN

401k plan membership statisitcs for BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN

Measure Date Value
2018: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01190
Total number of active participants reported on line 7a of the Form 55002018-02-01195
Total of all active and inactive participants2018-02-01195
Total participants2018-02-01195
2017: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01171
Total number of active participants reported on line 7a of the Form 55002017-02-01190
Total of all active and inactive participants2017-02-01190
Total participants2017-02-01190
2016: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01114
Total number of active participants reported on line 7a of the Form 55002016-02-01191
Total of all active and inactive participants2016-02-01191
Total participants2016-02-01191
2015: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-0194
Total number of active participants reported on line 7a of the Form 55002015-02-01114
Total of all active and inactive participants2015-02-01114
Total participants2015-02-01114
2013: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-0198
Total number of active participants reported on line 7a of the Form 55002013-02-01107
Total of all active and inactive participants2013-02-01107
Total participants2013-02-01107
2012: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01115
Total number of active participants reported on line 7a of the Form 55002012-02-01121
Total of all active and inactive participants2012-02-01121
Total participants2012-02-01121
2011: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01143
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Total of all active and inactive participants2011-01-01152
Total participants2011-01-01152
2009: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01185
Total number of active participants reported on line 7a of the Form 55002009-02-01209
Total of all active and inactive participants2009-02-01209
Total participants2009-02-01209

Financial Data on BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN

Measure Date Value
2017 : BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-01-31$0
Total unrealized appreciation/depreciation of assets2017-01-31$0
Total transfer of assets to this plan2017-01-31$0
Total transfer of assets from this plan2017-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Expenses. Interest paid2017-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-01-31$0
Total income from all sources (including contributions)2017-01-31$0
Total loss/gain on sale of assets2017-01-31$0
Total of all expenses incurred2017-01-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$0
Expenses. Certain deemed distributions of participant loans2017-01-31$0
Value of total corrective distributions2017-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$0
Value of total assets at end of year2017-01-31$0
Value of total assets at beginning of year2017-01-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$0
Total income from rents2017-01-31$0
Total interest from all sources2017-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$0
Assets. Real estate other than employer real property at end of year2017-01-31$0
Assets. Real estate other than employer real property at beginning of year2017-01-31$0
Administrative expenses professional fees incurred2017-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-01-31$0
Was this plan covered by a fidelity bond2017-01-31No
If this is an individual account plan, was there a blackout period2017-01-31No
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$0
Participant contributions at end of year2017-01-31$0
Participant contributions at beginning of year2017-01-31$0
Participant contributions at end of year2017-01-31$0
Participant contributions at beginning of year2017-01-31$0
Assets. Other investments not covered elsewhere at end of year2017-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-01-31$0
Assets. Loans (other than to participants) at end of year2017-01-31$0
Assets. Loans (other than to participants) at beginning of year2017-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-01-31$0
Other income not declared elsewhere2017-01-31$0
Administrative expenses (other) incurred2017-01-31$0
Liabilities. Value of operating payables at end of year2017-01-31$0
Liabilities. Value of operating payables at beginning of year2017-01-31$0
Total non interest bearing cash at end of year2017-01-31$0
Total non interest bearing cash at beginning of year2017-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Income. Non cash contributions2017-01-31$0
Value of net income/loss2017-01-31$0
Value of net assets at end of year (total assets less liabilities)2017-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Assets. partnership/joint venture interests at end of year2017-01-31$0
Assets. partnership/joint venture interests at beginning of year2017-01-31$0
Investment advisory and management fees2017-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$0
Value of interest in pooled separate accounts at end of year2017-01-31$0
Value of interest in pooled separate accounts at beginning of year2017-01-31$0
Interest on participant loans2017-01-31$0
Income. Interest from loans (other than to participants)2017-01-31$0
Interest earned on other investments2017-01-31$0
Income. Interest from US Government securities2017-01-31$0
Income. Interest from corporate debt instruments2017-01-31$0
Value of interest in master investment trust accounts at end of year2017-01-31$0
Value of interest in master investment trust accounts at beginning of year2017-01-31$0
Value of interest in common/collective trusts at end of year2017-01-31$0
Value of interest in common/collective trusts at beginning of year2017-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-01-31$0
Asset value of US Government securities at end of year2017-01-31$0
Asset value of US Government securities at beginning of year2017-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$0
Net investment gain/loss from pooled separate accounts2017-01-31$0
Net investment gain or loss from common/collective trusts2017-01-31$0
Net gain/loss from 103.12 investment entities2017-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Assets. Invements in employer securities at end of year2017-01-31$0
Assets. Invements in employer securities at beginning of year2017-01-31$0
Assets. Value of employer real property at end of year2017-01-31$0
Assets. Value of employer real property at beginning of year2017-01-31$0
Contributions received in cash from employer2017-01-31$0
Employer contributions (assets) at end of year2017-01-31$0
Employer contributions (assets) at beginning of year2017-01-31$0
Income. Dividends from preferred stock2017-01-31$0
Income. Dividends from common stock2017-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$0
Asset. Corporate debt instrument preferred debt at end of year2017-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-01-31$0
Contract administrator fees2017-01-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-01-31$0
Liabilities. Value of benefit claims payable at end of year2017-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-01-31$0
Did the plan have assets held for investment2017-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Aggregate proceeds on sale of assets2017-01-31$0
Aggregate carrying amount (costs) on sale of assets2017-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-01-31$0

Form 5500 Responses for BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN

2018: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – InsuranceYes
2017: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes
2015: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2013: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: BENEFIT RECOVERY HEALTH, LIFE, VISON, & AD&D PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number880438G
Policy instance 1
Insurance contract or identification number880438G
Number of Individuals Covered195
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $2,725
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $18,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,725
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number880438G
Policy instance 1
Insurance contract or identification number880438G
Number of Individuals Covered190
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $2,570
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $17,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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