Breo Inc, Dba Elevated Properties Self Funded Medical Reimbursement Plan — Form 5500 plan (Breo, Inc. Dba Elevated Properties)
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, Breo Inc, Dba Elevated Properties Self Funded Medical Reimbursement Plan is a benefit plan reported by Breo, Inc. Dba Elevated Properties under EIN 84-0827264 and plan number 501. The latest loaded filing year is 2023. The filing reports 14 participants and $437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Breo, Inc. Dba Elevated Properties
- EIN
- 84-0827264
- Plan number
- 501
- Plan type
- 2
- Location
- Steamboat Springs, CO
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20250114113005NAL0032543600001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $437
- Total liabilities (EOY)
- $145
- Net assets (EOY)
- $292
- Net assets (BOY)
- -$292
Income & contributions
- Employer contributions
- $45,706
- Participant contributions
- $34,488
- Total income / additions
- $80,343
Expenses & distributions
- Benefits paid
- $56,952
- Administrative expenses
- $22,807
- Total expenses
- $79,759
- Net increase / (decrease)
- $584
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.