Form 5500 · Employee benefit plan · WALTHAM, MA
EPOCH SENIOR LIVING, LLC
Public Form 5500 records show how EPOCH SENIOR LIVING, LLC (WALTHAM, MA) structures its employee benefits. Its broker of record is BROWN & BROWN INSURANCE SERV, INC.. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8907071 · plan 502 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | Health | 489 | December | $5,645,901 | $121,365 |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | Dental | 514 | December | $271,477 | $13,578 |
| STANDARD INSURANCE COMAPNY | Life | 631 | December | $73,462 | $5,537 |
| RELIASTAR LIFE INSURANCE COMPANY | — | 60 | December | $25,100 | $4,820 |
| STANDARD INSURANCE COMPANY | Disability | 71 | December | $36,794 | $4,723 |
| STANDARD INSURANCE COMPANY | — | 76 | December | $50,628 | $4,353 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 388 | December | $33,023 | $3,208 |
| RELIASTAR LIFE INSURANCE COMPANY | — | 101 | December | $17,576 | $3,063 |
Questions
Who is EPOCH SENIOR LIVING, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, EPOCH SENIOR LIVING, LLC's broker of record is BROWN & BROWN INSURANCE SERV, INC..
What insurance carrier does EPOCH SENIOR LIVING, LLC use?
EPOCH SENIOR LIVING, LLC's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, among 8 disclosed carriers.
When does EPOCH SENIOR LIVING, LLC's group plan renew?
The most recent Schedule A policy period for EPOCH SENIOR LIVING, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EPOCH SENIOR LIVING, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.