Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$789K
- Dental$303K
- Vision$303K
- Life$303K
- Short-term disability$303K
- Long-term disability$303K
- +1 more
Sponsor portfolio
BENEFIT RECOVERY GROUP, LLC
EIN 47-2436944financial servicesLatest filing 2024
Plans
3
Retirement
1
$4.2M assets
Welfare
2
$1.1M premiums
Participants
704
6075 POPLAR AVENUE, SUITE 800 - MEMPHIS, TN 38119866-384-4051brgsubro.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.1M premiums / 569 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY72%
- PRINCIPAL LIFE INSURANCE COMPANY28%
- PREFERRED RESOURCE NETWORK, INC. DBA PERSONAL ASSISTANCE SERVICES1%
Broker market share
Schedule A broker compensation
75%top
- DIGITAL INSURANCE LLC75%
- GIS BENEFITS INC25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTELLIVO 401(K) PROFIT SHARING PLAN
401k
Assets$4.2M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BENEFIT RECOVERY GROUP, LLC GROUP HEALTH BENEFIT PLAN
Self Funded - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY
Premiums$789K
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
BENEFIT RECOVERY GROUP, LLC GROUP INSURANCE PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$310K
Covered lives375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTELLIVO 401(K) PROFIT SHARING PLAN | 401k | $4.2M | 277 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BENEFIT RECOVERY GROUP, LLC GROUP HEALTH BENEFIT PLAN | Self Funded | FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY | $789K | 194 | 2024 | |
| 502 | BENEFIT RECOVERY GROUP, LLC GROUP INSURANCE PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $310K | 375 | 2024 |
Retirement plans
Welfare plans