# Atlantic Pacific Property Management LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/atlantic-pacific-property-management-llc-454302332-501

> Atlantic Pacific Property Management LLC's Health & Welfare plan: 489 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Atlantic Pacific Property Management LLC

- **Sponsor EIN:** 454302332

- **Sponsor Address:** 6600 N. MILITARY TRAIL, BOCA RATON, FL, 33496

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 489

- **Total Assets:** $677,776

## 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.|

| 2024|489|$677,776|$3.7M|$809,727|

| 2023|449|$473,980|$3.2M|$796,334|

| 2022|386|$16,573|$2.4M|$741,969|

## 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|

| BALDWIN KRYSTYN SHERMAN (GA)|Investment Advisor|$145,625|—|$145,625|

| THE BENECON GROUP LLC|Investment Advisor|$67,368|—|$67,368|

| CONNECTCARE3|Other Service Provider|$26,446|—|$26,446|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$24,161|—|$24,161|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $263,600

- **Estimated Expense Ratio:** 38.892% 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|

| 2024|$1,092,475|$93,814|$169,786|—|—|

| 2023|$965,295|$97,874|$147,910|—|—|

| 2022|$812,449|$88,470|$142,825|—|—|

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