# BROOKE GROVE FOUNDATION INC. EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **BROOKE GROVE FOUNDATION INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BROOKE GROVE FOUNDATION INC. |
| EIN | 520634722 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SANDY SPRING, MD |
| Industry | hospital & health care |
| Funding | mixed |
| Total premiums | $356K |
| Participants | 204 |
| Persons covered | 273 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Stop-loss |
| SUN LIFE FINANCIAL | Life, STD, LTD, Indemnity, Other |
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | Dental |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| CFA LLC | SYMETRA LIFE INSURANCE COMPANY |
| ALLEGEANT LLC | SYMETRA LIFE INSURANCE COMPANY |
| ALLEGEANT LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| ALLEGEANT LLC | UNITED CONCORDIA INSURANCE COMPANY |
| ALLEGEANT LLC | VISION SERVICE PLAN |

## 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/520634722-501
- Cite as: PlanOptica, https://planoptica.com/welfare/520634722-501
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