Capreit Welfare Benefit Plan — Form 5500 plan (Capreit Operating Limited Partnership)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Capreit Welfare Benefit Plan is a benefit plan reported by Capreit Operating Limited Partnership under EIN 52-2064504 and plan number 501. The latest loaded filing year is 2023. The filing reports 373 participants and $2,417,145 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capreit Operating Limited Partnership
- EIN
- 52-2064504
- Plan number
- 501
- Plan type
- 2
- Location
- North Bethesda, MD
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $2,417,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20241115082811NAL0000428371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,417,145
- Total liabilities (EOY)
- $678,510
- Net assets (EOY)
- $1,738,635
- Net assets (BOY)
- $1,576,017
Income & contributions
- Employer contributions
- $2,942,610
- Participant contributions
- $1,267,153
- Total contributions
- $4,209,763
- Total income / additions
- $4,262,981
Expenses & distributions
- Benefits paid
- $3,830,663
- Administrative expenses
- $269,700
- Total expenses
- $4,100,363
- Net increase / (decrease)
- $162,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Loomis Company | NONE | $134,023 | not reported in the loaded dataset | 2023 |
| Willis Of Maryland, Inc | NONE | $92,287 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $44,610 | not reported in the loaded dataset | 2023 |
| Zelis Claims Integrity Inc. | NONE | $7,941 | not reported in the loaded dataset | 2023 |
| Hines & Associates | NONE | $5,968 | not reported in the loaded dataset | 2023 |
| Teladoc Inc. | NONE | $5,032 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capreit Operating Limited Partnership
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in North Bethesda, MD
- The Loomis Company — Schedule C compensation
- Willis Of Maryland, Inc — Schedule C compensation
- Cigna — Schedule C compensation
- Zelis Claims Integrity Inc. — Schedule C compensation
- Hines & Associates — Schedule C compensation
- Teladoc Inc. — Schedule C compensation