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Bhi Senior Living, Inc. Employee Retirement Plan
Bhi Senior Living, Inc., Indianapolis IN. Employer ID 350931432, plan number 003. Annual reports on file for 2009 to 2025.
Where the money went
Plans that moved money into this one:
- 2024: money from Maple Knoll Communities, Inc. 401(k) Plan moved in.
- Filed 2009-2025Bhi Senior Living, Inc. Employee Retirement Plan, Bhi Senior Living, Inc.
- TodayBhi Senior Living, Inc. Employee Retirement Plan still files. Empower Annuity Insurance Company keeps the records. That is where to ask.
Records are kept by Empower Annuity Insurance Company, per the 2025 filing.
Left in 2020, 2025? Worth asking about employer money
- In plan year 2020, 258 people (38% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing
- In plan year 2025, 439 people (25% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 537 | — | Filing |
| 2015 | 538 | — | Filing |
| 2016 | 783 | 109 | Filing |
| 2017 | 783 | 151 | Filing |
| 2018 | 744 | — | Filing |
| 2019 | 761 | 74 | Filing |
| 2020 | 665 | 83 | Filing |
| 2021 | 637 | 92 | Filing |
| 2022 | 691 | 98 | Filing |
| 2023 | 1,072 | 121 | Filing |
| 2024 | 1,940 | 174 | Filing |
| 2025 | 1,743 | 218 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.