Plan5500

Breeo, LLC Employee Benefit Plan — Form 5500 plan (Breeo,LLC)

Plain-English plan 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, Breeo, LLC Employee Benefit Plan is a benefit plan reported by Breeo,LLC under EIN 47-1646603 and plan number 501. The latest loaded filing year is 2023. The filing reports 37 participants and $21,548 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Breeo,LLC
EIN
47-1646603
Plan number
501
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
37
End-of-year plan assets
$21,548

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337I, C20250129113836NAL0015243345001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$21,548
Total liabilities (EOY)
$44,538
Net assets (EOY)
-$22,990
Net assets (BOY)
$0

Income & contributions

Employer contributions
$191,450
Participant contributions
$95,353
Total income / additions
$302,537

Expenses & distributions

Benefits paid
$172,637
Administrative expenses
$2,856
Total expenses
$325,527
Net increase / (decrease)
-$22,990

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Birch Benefits, LLCBROKER$22,134not reported in the loaded dataset2023
The Benecon GroupBROKER$13,170not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,877not reported in the loaded dataset2023
Capital BluecrossADMIN$2,856not reported in the loaded dataset2023

Related Form 5500 pages