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Sponsor portfolio

NEW RESTORATION AND RECOVERY SERVICES, LLC

EIN 45-0971227-construction-Latest filing 2025
Plans
4
Retirement
1
$5.4M assets
Welfare
3
$2.5M premiums
Participants
795
630 DAVIS DRIVE, SUITE 160 - MORRISVILLE, NC 27560888-590-9685restorationandrecovery.comLinkedIn11-50 employeesconstruction
Plans on this EIN
4 filings
#001401k-$5.4M - 267 part#501Fully Insured-$2.2M - 295 lives#504Mixed-$177K - 229 lives#503Fully Insured-$118K - 295 lives

Benefits portfolio analytics

3 plans / $2.5M premiums / 819 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Health$2.2M
  • Prescription drug$2.2M
  • Life$177K
  • Short-term disability$177K
  • Long-term disability$177K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • USABLE LIFE7%
  • DELTA DENTAL OF CALIFORNIA5%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • TOM MCSWAIN53%
  • FOUNDATION RISK PARTNERS CORP34%
  • MOSAIC GROUP SERVICES12%
Total $97K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEW RESTORATION AND RECOVERY S 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.4M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW RESTORATION AND RECOVERY SERVICES, LLC GROUP HEALTH INSURANCE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$2.2M
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

NEW RESTORATION AND RECOVERY SERVICES, LLC GROUP LIFE AND DISABILITY PLAN

Mixed - USABLE LIFE

Premiums$177K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

NEW RESTORATION AND RECOVERY SERVICES, LLC GROUP DENTAL AND VISION PLAN

Fully Insured - DELTA DENTAL OF NORTH CAROLINA

Premiums$118K
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEW RESTORATION AND RECOVERY S 401(K) PROFIT SHARING PLAN & TRUST401k$5.4M2672024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW RESTORATION AND RECOVERY SERVICES, LLC GROUP HEALTH INSURANCE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$2.2M2952025
504NEW RESTORATION AND RECOVERY SERVICES, LLC GROUP LIFE AND DISABILITY PLANMixedUSABLE LIFE$177K2292025
503NEW RESTORATION AND RECOVERY SERVICES, LLC GROUP DENTAL AND VISION PLANFully InsuredDELTA DENTAL OF NORTH CAROLINA$118K2952025
Retirement plans
Welfare plans
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