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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.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8907071 · plan 502 · as of Jul 2026

Participants
664
Carriers on file
8
Disclosed commissions
$140,642
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF MASSACHUSETTSHealth426December$108,536
BLUE CROSS BLUE SHIELD OF MASSACHUSETTSDental466December$12,890
RELIASTAR LIFE INSURANCE COMPANY58December$4,214
STANDARD INSURANCE COMPANYDisability66December$3,428
STANDARD INSURANCE COMAPNYLife700December$3,264
RELIASTAR LIFE INSURANCE COMPANY108December$2,913
METROPOLITAN LIFE INSURANCE COMPANYVision582December$2,751
STANDARD INSURANCE COMPANY73December$2,646

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.