Breo, INC. Dba Elevated Properties Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Breo, INC. Dba Elevated Properties
  • Sponsor EIN: 840827264
  • Sponsor Address: 2420 SKI TRAIL LANE, STEAMBOAT SPRINGS, CO, 80487
  • Plan Type: Health & Welfare
  • Plan Number: 501
  • Total Participants: 15
  • Total Assets: $17,153

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$17,153$72,238$31,127
202315$437$45,706$34,488
202211$189$134,230$36,797

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