# BLUEROCK REAL ESTATE HOLDINGS, LLC WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **BLUEROCK REAL ESTATE HOLDINGS, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BLUEROCK REAL ESTATE HOLDINGS, LLC |
| EIN | 263446021 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SOUTHFIELD, MI |
| Industry | real estate |
| Funding | fully insured |
| Total premiums | $3.3M |
| Participants | 151 |
| Persons covered | 319 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BCBS OF MICHIGAN | Health, Rx, PPO |
| STANDARD INSURANCE COMPANY | Dental, Vision |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, STD, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| RICHARD DUCHARME | BLUE CROSS BLUE SHIELD OF MICHIGAN |
| JONATHAN LAU | BLUE CROSS BLUE SHIELD OF MICHIGAN |
| BROWN & BROWN INSURANCE SERVICES | BLUE CROSS BLUE SHIELD OF MICHIGAN |
| BROWN & BROWN INSURANCE SERVICES | STANDARD INSURANCE COMPANY |
| LAU & LAU ASSOCIATES LLC | STANDARD INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| LAU & LAU ASSOCIATES LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/263446021-501
- Cite as: PlanOptica, https://planoptica.com/welfare/263446021-501
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