form5500lookup

Form 5500 · Employee benefit plan · BRATTLEBORO, VT

BRATTLEBORO RETREAT

BRATTLEBORO RETREAT's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is TBS AGENCY, INC.. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0107360 · plan 002 · as of Jul 2026

Participants
915
Carriers on file
2
Disclosed commissions
$3,763
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY181December$3,763
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY120December$0

Questions

Who is BRATTLEBORO RETREAT's benefits broker?

Per its most recent Form 5500 Schedule A, BRATTLEBORO RETREAT's broker of record is TBS AGENCY, INC..

What insurance carrier does BRATTLEBORO RETREAT use?

BRATTLEBORO RETREAT's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does BRATTLEBORO RETREAT's group plan renew?

The most recent Schedule A policy period for BRATTLEBORO RETREAT ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BRATTLEBORO RETREAT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.