BLUE RIDGE INSURANCE SERVICES 401(K) RETIREMENT PLAN 401k Plan overview

BLUE RIDGE INSURANCE SERVICES 401(K) RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	BLUE RIDGE INSURANCE SERVICES, INC.
Employer identification number (EIN):	205309014
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BARBARA GUNDEN	2024-06-13
001	2022-01-01	BARBARA GUNDEN	2023-09-11
001	2021-01-01	BARBARA GUNDEN	2022-07-11
001	2020-01-01	BARBARA GUNDEN	2021-06-29
001	2019-01-01	BARBARA GUNDEN	2020-04-29	BARBARA GUNDEN	2020-04-29
001	2018-01-01	BARBARA GUNDEN	2019-06-14	BARBARA GUNDEN	2019-06-14
001	2017-01-01	BARBARA GUNDEN	2018-04-16	BARBARA GUNDEN	2018-04-16
001	2016-01-01	BARBARA GUNDEN	2017-04-17	BARBARA GUNDEN	2017-04-17
001	2015-01-01	BARBARA GUNDEN	2016-04-19	BARBARA GUNDEN	2016-04-19
001	2014-01-01	BARBARA GUNDEN	2015-04-16	BARBARA GUNDEN	2015-04-16
001	2013-01-01	BARBARA GUNDEN	2014-05-01	BARBARA GUNDEN	2014-05-01
001	2012-01-01	BARBARA GUNDEN	2013-04-16	BARBARA GUNDEN	2013-04-16
001	2011-01-01	BARBARA GUNDEN	2012-04-23	BARBARA GUNDEN	2012-04-23
001	2010-01-01	BARBARA GUNDEN	2011-05-03	BARBARA GUNDEN	2011-05-03

Plan Statistics for BLUE RIDGE INSURANCE SERVICES 401(K) RETIREMENT PLAN

Measure	Date	Value
2025: BLUE RIDGE INSURANCE SERVICES 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-23	18
Total number of particpants at end of year	2025-06-23	19
Number of Participants With Account Balances	2025-06-23	17
2024: BLUE RIDGE INSURANCE SERVICES 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-13	18
Total number of particpants at end of year	2024-06-13	19
Number of Participants With Account Balances	2024-06-13	14
2022: BLUE RIDGE INSURANCE SERVICES 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-11	18
Total number of particpants at end of year	2022-07-11	20
Number of Participants With Account Balances	2022-07-11	16

Financial Data on BLUE RIDGE INSURANCE SERVICES 401(K) RETIREMENT PLAN

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• BLUE RIDGE COMPUTING, INC. DEFINED BENEFIT PENSION PLAN [EIN = 561954428]
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• BLUE RIDGE COMMUNITY ACTION PROFIT SHARING PLAN [EIN = 560855390]
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• BLUE RIDGE ENDODONTICS, PC 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 541703409]
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• BLUE RIDGE ORTHOPAEDICS & SPORTS MEDICINE P A 401 (K) PLAN [EIN = 562254139]
• BLUE RIDGE CARDIOVASCULAR ASSOCIATES, INC. 401K PLAN [EIN = 223897528]
• BLUE RIDGE NETWORKS, INC. 401K PLAN [EIN = 541869520]
• BLUE RIDGE PHYSICIANS FOR WOMEN, INC. 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 900892161]
• BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST [EIN = 271436655]
• BLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN [EIN = 560748709]
• BLUE RIDGE SPEECH AND HEARING CENTER 403(B) PLAN [EIN = 521263596]
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• BLUE RIDGE OMS SAVINGS PLAN [EIN = 471448935]
• BLUE RIDGE PAIN MANAGEMENT & PALLIATIVE CARE, PA 401K PLAN [EIN = 562114489]
• BLUE RIDGE SAVINGS BANK, INC. 401(K) PLAN [EIN = 561216130]
• BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN [EIN = 223878316]
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• BLUE RIDGE NEPHROLOGY, P.A. 401(K) PLAN [EIN = 202050545]
• BLUE RIDGE LANDSCAPE AND DESIGN 401(K) PLAN [EIN = 541614923]
• BLUE RIDGE VETERINARY ASSOCIAT 401 K PROFIT SHARING PLAN TRUST [EIN = 541548187]
• BLUE RIDGE PACKAGING CORP. 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 541208805]
• BLUE RIDGE PHARMACY, INC. 401K PLAN [EIN = 202949130]
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• BLUE RIDGE CONSTRUCTION INC SAFE HARBOR 401K PROFIT SHARING PLAN [EIN = 841017576]
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• BLUE RIDGE PROPANE, INC. DEFINED BENEFIT PENSION PLAN [EIN = 561779971]
• BLUE RIDGE PUBLIC SAFETY RETIREMENT PLAN [EIN = 562076414]
• BLUE RIDGE OMS DEFINED BENEFIT PLAN [EIN = 471448935]
• BLUE RIDGE AUTOMOTIVE GROUP, INC. 401(K) PLAN [EIN = 582444640]
• BLUE RIDGE PRESERVATION INC. 401 K PROFIT SHARING PLAN TRUST [EIN = 453534969]
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• BLUE RIDGE ENT & FACIAL SURGERY CENTER, INC. 401K PLAN [EIN = 311572150]
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• BLUE RIDGE DESIGN EMPLOYEE BENEFIT PLAN [EIN = 541350157]
• BLUE RIDGE CARDIOLOGY AND INTERNAL MEDICINE 401(K) PLAN [EIN = 561907582]
• BLUE RIDGE, INC. 401(K) PLAN [EIN = 382880322]
• BLUE RIDGE ACQUISITION COMPANY, LLC 401(K) PLAN [EIN = 621749362]
• BLUE RIDGE CONSTRUCTION 401K AND PROFIT SHARING PLAN [EIN = 841017576]
• BLUE RIDGE PEDIATRIC DENTISTRY 401(K) PROFIT SHARING PLAN [EIN = 275141444]
• BLUE RIDGE RADIATION ONCOLOGY 401(K) PLAN [EIN = 522070717]
• BLUE RIDGE EQUINE CLINIC PLC PROFIT SHARING PLAN [EIN = 472657747]
• BLUE RIDGE LANDSCAPE 401(K) SAVINGS PLAN [EIN = 050560188]
• BLUE RIDGE MEDICAL LLC 401(K) PROFIT SHARING PLAN [EIN = 462198510]
• BLUE RIDGE FOOT AND ANKLE LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 201847246]
• BLUE RIDGE ENDODONTICS 401(K) PLAN [EIN = 204726147]
• BLUE RIDGE CABINETWORKS, LLC PROFIT SHARING 401(K) PLAN [EIN = 201591467]
• BLUE RIDGE NEUROLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN [EIN = 621722622]
• BLUE RIDGE HARLEY-DAVIDSON, INC. 401(K) PLAN [EIN = 561256061]
• BLUE RIDGE MEDICAL ONCOLOGY DEFINED BENEFIT PLAN [EIN = 621201877]
• BLUE RIDGE BEVERAGE LIFE AND DISABILITY PLANS [EIN = 540143872]
• BLUE RIDGE BANK & TRUST CO. PROFIT SHARING PLAN [EIN = 440626318]
• BLUE RIDGE PRESSURE CASTINGS, INC. LIFE AD&D DISABILITY INS [EIN = 231663407]
• BLUE RIDGE MOUNTAIN EMC DENTAL INSURANCE [EIN = 580165073]
• BLUE RIDGE DENTAL RETIREMENT PLAN [EIN = 201469783]
• BLUE RIDGE REGIONAL HOSPITAL, INC. RETIREMENT SAVINGS PLAN [EIN = 561025032]
• BLUE RIDGE AREA FOUNDATION LIFE BENEFIT PLAN [EIN = 581557339]
• BLUE RIDGE PUBLIC TELEVISION INC 401(K) PLAN AND TRUST [EIN = 540798878]
• BLUE RIDGE CHAPTER NMSS RETIREMENT PLAN [EIN = 540834654]
• BLUE RIDGE TRUSS & SUPPLY 401(K) PENSION PLAN [EIN = 540941678]
• BLUE RIDGE PRESSURE CASTINGS, INC. EMPLOYEES PENSION PLAN [EIN = 231663407]
• BLUE RIDGE WOMENS HEALTH CENTER, P.L.C. 401K SAFE-HARBOR PROFIT SHARING RETIREMENT AND SECTION 105 DISABILITY PLAN [EIN = 541712018]
• BLUE RIDGE BEVERAGE COMPANY, INC. PROFIT SHARING PLAN [EIN = 540143872]
• BLUE RIDGE NURSING CENTER EMPLOYEES' PENSION PLAN [EIN = 540794643]
• BLUE RIDGE RADIOLOGY P.C. PROFIT SHARING PLAN [EIN = 620817096]
• BLUE RIDGE FOODS, INC. WELFARE BENEFITS PLAN [EIN = 621594148]
• BLUE RIDGE SERVICES INC. RETIREMENT PLAN [EIN = 472325384]
• BLUE RIDGE BREAD, INC. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 201753189]
• BLUE RIDGE BREAD HEALTH AND WELFARE BENEFIT PLAN [EIN = 201753189]
• BLUE RIDGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 541470908]
• BLUE RIDGE COMMUNITY HEALTH SERVICES INC HEALTH & WELFARE BENEFITS PLAN [EIN = 560794933]
• BLUE RIDGE FROYO, INC. 401(K) PLAN [EIN = 813154627]
• BLUE RIDGE WASTE, INC. RETIREMENT PLAN [EIN = 812828850]
• BLUE RIDGE ANESTHESIA ASSOC., INC. 401(K) PROFIT SHARING PLAN [EIN = 272538758]
• BLUE RIDGE WATERWAYS, INC. CASH BALANCE PLAN [EIN = 272308007]
• BLUE RIDGE DENTAL CARE 401(K) PLAN [EIN = 813708158]
• BLUE RIDGE OBGYN ASSOCIATES PLLC RETIREMENT PLAN [EIN = 561541351]
• BLUE RIDGE TOOL RETIREMENT PLAN [EIN = 562044360]
• BLUE RIDGE OPTICS 401K PLAN [EIN = 020768781]
• BLUE RIDGE HEALTHCARE MANAGEMENT LLC EMPLOYEE WELFARE BENEFIT PLAN [EIN = 473445518]
• BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN [EIN = 473445518]
• BLUE RIDGE METALS EMPLOYEE BENEFIT PLAN [EIN = 561614926]
• BLUE RIDGE DIESEL INJECTION PROFIT SHARING & 401(K) PLAN [EIN = 540946836]
• BLUE RIDGE HOMES LLC 401K RETIREMENT PLAN [EIN = 743120111]
• BLUE RIDGE HOSPITAL DBA SPRUCE PINE COMMUNITY HOSPITAL GROUP LIFE AND AD&D INSURANCE & LTD [EIN = 561025032]
• BLUE RIDGE PRESSURE CASTINGS, INC. EMPLOYEES PENSION PLAN TRUST [EIN = 231663407]
• BLUE RIDGE MOUNTAIN ELECTRIC MEMBERSHIP CORPORATION LONGTERM DISABILITY [EIN = 580165073]
• BLUE RIDGE QUARRIES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST [EIN = 561648884]
• BLUE RIDGE HOSPITALITY GROUP, LLC 401(K) PROFIT SH [EIN = 811535796]
• BLUE RIDGE HEALTH AND SPINE 401K PLAN [EIN = 813751621]
• BLUE RIDGE HEART & VASCULAR 401(K) PROFIT SHARING PLAN [EIN = 821729548]
• BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN [EIN = 560857800]
• BLUE RIDGE STORAGE CENTER, INC. 401(K) PROFIT SHARING PLAN [EIN = 473846259]
• BLUE RIDGE NCA CORPORATION EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN [EIN = 541853475]
• BLUE RIDGE ANESTHESIA & PAIN SERVICES 401K PROFIT SHARING PLAN [EIN = 541950004]
• BLUE RIDGE WOMENS CARE P.A. PROFIT SHARING PLAN [EIN = 542103136]
• BLUE RIDGE NEUROSCIENCE CENTER, PC PROFIT SHARING PLAN [EIN = 621178786]
• BLUE RIDGE PARTNERS MANAGEMENT CONSULTING, LLC 401(K) PLAN [EIN = 268021412]
• BLUE RIDGE EAR NOSE AND THROAT INC PA CASH BALANCE PLAN [EIN = 561946315]
• BLUE RIDGE DIESEL INJECTION PROFIT SHARING & 401(K ) PLAN [EIN = 540946836]
• BLUE RIDGE CAPITAL HOLDINGS MANAGEMENT CO INC., 401K PLAN [EIN = 030576690]
• BLUE RIDGE HEMATOLOGY AND 401K PROFIT SHARING PLAN & TRUST [EIN = 470893826]
• BLUE RIDGE STONE COMPANY 401K PLAN [EIN = 582167166]
• BLUE RIDGE EDUCATION, INC. PROFIT SHARING PLAN [EIN = 208661128]
• BLUE RIDGE UROLOGICAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 541021807]
• BLUE RIDGE JET MANAGEMENT [EIN = 823253206]
• BLUE RIDGE THERAPY ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 541700252]
• BLUE RIDGE NEPHROLOGY 401(K) PLAN [EIN = 541977289]
• BLUE RIDGE CAPITAL VENTURES, LLC 401(K) PROFIT SHARING PLAN [EIN = 831951113]
• BLUE RIDGE PRESSURE CASTINGS, INC. 401(K) PLAN [EIN = 844037722]
• BLUE RIDGE SPIRITS 401K [EIN = 474029264]
• BLUE RIDGE AREA INTERVENTIONAL NEURORADIOLOGY, PC RETIREMENT PLAN [EIN = 833381228]
• BLUE RIDGE AUTOMATION 401(K) PLAN [EIN = 274934142]
• BLUE RIDGE HOLDINGS 401K PLAN [EIN = 830921771]
• BLUE RIDGE MEDIA COMPANY 401(K) PLAN [EIN = 833902695]
• BLUE RIDGE CONSULTING ASSOCIATES LLC 401K [EIN = 843066645]
• BLUE RIDGE AREA HEALTH EDUCATI 401(K) PROFIT SHARING PLAN & TRUST [EIN = 582337829]
• BLUE RIDGE DENTAL CARE, LLC 401(K) PLAN [EIN = 825384272]
• BLUE RIDGE TAX & ACCOUNTING, LLC 401(K) PLAN [EIN = 841777871]
• BLUE RIDGE NISSAN GROUP HEALTH PLAN [EIN = 550799657]
• BLUE RIDGE AREA INTERVENTIONAL NEURORADIOLOGY, PC CASH BALANCE PLAN [EIN = 833381228]
• BLUE RIDGE LAW & POLICY, P.C. 401(K) PROFIT SHARING PLAN [EIN = 842540314]
• BLUE RIDGE VENTURE ENTERPRISES, INC. 401(K) PLAN [EIN = 842455788]
• BLUE RIDGE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 270345739]
• BLUE RIDGE AUTOMOTIVE 401(K) PLAN [EIN = 463208862]
• BLUE RIDGE GRILL LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 842211902]
• BLUE RIDGE MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRUST [EIN = 541960945]
• BLUE RIDGE DENTAL GROUP 401(K) PLAN [EIN = 205357219]
• BLUE RIDGE MANUFACTURING, LLC 401(K) PLAN [EIN = 141958456]
• BLUE RIDGE FOOD SERVICE LLC [EIN = 272090072]
• BLUE RIDGE ORAL SURGERY CASH BALANCE PLAN [EIN = 541171790]
• BLUE RIDGE 401(K) PLAN [EIN = 463919339]
• BLUE RIDGE TECHNOLOGIES INTERNATIONAL,LLC GCF BENEFIT PLAN [EIN = 264736974]
• BLUE RIDGE ACADEMY 403(B) PLAN [EIN = 821850228]
• BLUE RIDGE MOUNTAIN OPHTHALMOLOGY, LLC 401(K) PLAN [EIN = 834127793]
• BLUE RIDGE POULTRY, LLC GFB BENEFIT PLAN [EIN = 800562363]
• BLUE RIDGE WHEEL COMPANY [EIN = 271275495]
• BLUE RIDGE ANIMAL CLINIC 401(K) PLAN [EIN = 472491279]
• BLUE RIDGE WINERY LLC, 401(K) PLAN [EIN = 455091250]
• BLUE RIDGE EYE ASSOCIATES OF ROCKBRIDGE COUNTY LLC RETIREMENT TRUST [EIN = 834715500]
• BLUE RIDGE RISK PARTNERS BENEFIT PLAN [EIN = 520373470]
• BLUE RIDGE ACADEMY WRAP BENEFIT PLAN [EIN = 821850228]
• BLUE RIDGE PAINT, INC. EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 431060475]
• BLUE RIDGE VETERINARY IMAGING 401(K) PLAN [EIN = 830585179]
• BLUE RIDGE TRANSPORT 401(K) PLAN [EIN = 851480960]
• BLUE RIDGE 401(K) PLAN [EIN = 134238973]
• BLUE RIDGE COMPANIES, INC. HEALTH AND WELFARE BENEFIT PLAN [EIN = 561985776]
• BLUE RIDGE CHIROPRACTIC & ACUPUNCTURE, LLC 401(K) PLAN [EIN = 208285329]
• BLUE RIDGE WEALTH PLANNERS 401(K) PLAN [EIN = 201435302]
• BLUE RIDGE DELIVERY LLC 401(K) PLAN [EIN = 851506247]
• BLUE RIDGE SOLUTIONS INC 401(K) PLAN [EIN = 473049791]
• BLUE RIDGE SPECIALTY LLC 401K PLAN [EIN = 815262309]
• BLUE RIDGE CAR CARE INC. 401(K) PLAN [EIN = 611452044]
• BLUE RIDGE SOLUTIONS 401(K) PLAN [EIN = 920547424]
• BLUE RIDGE COTTON COMPANY 401(K) PLAN [EIN = 464601557]
• BLUE RIDGE FARMERS COOPERATIVE 401(K) PLAN [EIN = 540387162]
• BLUE RIDGE BANKSHARES, INC HEALTH BENEFIT PLAN [EIN = 540132730]
• BLUE RIDGE BUSINESS MANAGEMENT INC. PROFIT SHARING PLAN [EIN = 934089330]
• BLUE RIDGE ACUPUNCTURE & HERB CENTER 401(K) PLAN [EIN = 050520832]
• BLUE RIDGE BATH COMPANY LLC [EIN = 921007022]
• BLUE RIDGE TRUCK AND AUTO 401(K) PLAN [EIN = 352471614]
• BLUE RIDGE CONSTRUCTION CAPITAL LLC 401(K) PLAN [EIN = 881275080]
• BLUE RIDGE [EIN = 834156700]
• BLUE RIDGE PRESSURE CASTINGS 401(K) PLAN [EIN = 824037722]
• BLUE RIDGE INTERNAL MEDICINE, INC. 401(K) PLAN [EIN = 550770014]
• BLUE RIDGE LUMBER COMPANY LLC 401(K) PLAN [EIN = 061613419]
• BLUE RIDGE ASSET MANAGEMENT, LLC 401(K) PLAN [EIN = 814558324]
• BLUE RIDGE RADIOLOGY P.C. CASH BALANCE PLAN [EIN = 620187096]
• BLUE RIDGE BANKSHARES, INC. 401(K) PLAN [EIN = 541838100]
• BLUE RIDGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 541838100]
• BLUE RIDGE RADIOLOGY P.C. CASH BALANCE PLAN [EIN = 620817096]

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