# Alterra Property Group, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/alterra-property-group-llc-461485037-501

> Alterra Property Group, LLC's Health & Welfare plan: 107 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Alterra Property Group, LLC

- **Sponsor EIN:** 461485037

- **Sponsor Address:** 414 S. 16TH STREET, SUITE 100, PHILADELPHIA, PA, 19146

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 107

- **Total Assets:** $29,575

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|107|$29,575|$0|$0|

| 2024|88|$49,580|$433,312|$406,000|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PATRIOT (THE SAFEGARD GROUP, INC.)|Investment Advisor|$60,650|—|$60,650|

| THE BENECON GROUP|Investment Advisor|$30,993|—|$30,993|

| REVIVEHEALTH, INC.|Other Service Provider|$15,782|—|$15,782|

| INDEPENDENCE ADMINISTRATORS (IA)|Other Service Provider|$13,242|—|$13,242|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $120,667

- **Estimated Expense Ratio:** 408.003% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$1,387,770|—|—|—|—|

| 2024|$842,053|—|—|—|—|

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