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Original filing (PDF)20250923144410NAL0006468145001
BRIGHTHOUSE SERVICES, LLC
Form 5500
FILING_RECEIVED
HEALTH AND WELFARE BENEFIT PLAN FOR BRIGHTHOUSE SERVICES, LLC EMPLOYEES
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
1,434
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIGHTHOUSE SERVICES, LLC.
Plan sponsor
Name
BRIGHTHOUSE SERVICES, LLC
EIN
81-3094008
Address
HUMAN RESOURCES - 6TH FLOOR · 11225 N. COMMUNITY HOUSE ROAD · CHARLOTTE, NC · 28277
Phone
(980) 949-4496
Industry
Finance & Insurancesee all
Plan administrator
Name
BRIGHTHOUSE COMPANIES PLAN ADMINISTRATOR
EIN
84-2072325
City
CHARLOTTE, NC
Phone
(980) 949-4496
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4H · Long-Term Disability
4I · Severance Pay
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HARTFORD | 06-0838648 | — | NONE | $61K | — |
| PAYFLEX | — | OMAHA, NE | NONE | $39K | — |
| AETNA BEHAVIORAL HEALTH, LLC | — | HARTFORD, CT | NONE | $21K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.