2023 Form 5500 filing — Breo Inc, Dba Elevated Properties Self Funded Medical Reimbursement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250114113005NAL0032543600001) for Breo Inc, Dba Elevated Properties Self Funded Medical Reimbursement Plan, reported by Breo, Inc. Dba Elevated Properties under EIN 84-0827264 and plan number 501. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$292Reported net assets
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20250114113005NAL0032543600001
- Plan sponsor
- Breo, Inc. Dba Elevated Properties
- EIN
- 84-0827264
- Plan number
- 501
- Location
- Steamboat Springs, CO
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$437 total assets
Net assets$292Liabilities$145
Full reported line items
- Total assets (EOY)
- $437
- Total liabilities (EOY)
- $145
- Net assets (EOY)
- $292
- Employer contributions
- $45,706
- Participant contributions
- $34,488
- Total income / additions
- $80,343
- Benefits paid
- $56,952
- Administrative expenses
- $22,807
- Total expenses
- $79,759
- Net increase / (decrease)
- $584