Plan Ledger DOL Form 5500 · updated monthly

Epoch Senior Living, LLCbenefits

Epoch Senior Living Group Welfare Plan · WALTHAM, MA · plan year 2025

Broker compensation reported · 2025
$190,867

Epoch Senior Living, LLC's benefits plans covered 631 active participants in 2025, providing health · life · dental · short-term disability · long-term disability · vision. Insurance premiums totaled $6,078,262. Insurance brokers and agents were paid $190,867 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.1% of premiums. That is $302 per covered person, above the median for employer plans that report broker pay. Broker pay rose 7.7% from $177,231 in 2024.

Insurance contracts · 20258
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS · health ppo$5.6M · 489 covered
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS · dental$271K · 514 covered
STANDARD INSURANCE COMAPNY · life$73K · 631 covered
STANDARD INSURANCE COMPANY · std$51K · 76 covered
STANDARD INSURANCE COMPANY · ltd$37K · 71 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 60 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 388 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 101 covered
Brokers & agents paid · 20258
BROWN & BROWN INSURANCE SERV. INC.$163,383 · incl $28,440 fees
IBENEFITS COMMUNICATION, LLC$4,614
ADP, INC$1,780 · incl $1,780 fees
THE HAYS GROUP INC$1,069
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 208907071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.