Form 5500 · Employee benefit plan · LANCASTER, PA
BREEO,LLC
BREEO,LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BIRCH BENEFITS, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-1646603 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life | 34 | June | $3,477 |
| HM LIFE INSURANCE COMPANY | Stop-loss | 38 | June | $0 |
Questions
Who is BREEO,LLC's benefits broker?
Per its most recent Form 5500 Schedule A, BREEO,LLC's broker of record is BIRCH BENEFITS, LLC.
What insurance carrier does BREEO,LLC use?
BREEO,LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does BREEO,LLC's group plan renew?
The most recent Schedule A policy period for BREEO,LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BREEO,LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.