# Capreit Operating Limited Partnership Health & Welfare Plan
Source: https://planprovider.pro/companies/capreit-operating-limited-partnership-522064504-501

> Capreit Operating Limited Partnership's Health & Welfare plan: 295 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capreit Operating Limited Partnership

- **Sponsor EIN:** 522064504

- **Sponsor Address:** 6116 EXECUTIVE BLVD, SUITE 100, NORTH BETHESDA, MD, 20852

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 295

- **Total Assets:** $1.7M

## 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|295|$1.7M|$2.3M|$1.2M|

| 2023|312|$2.4M|$2.9M|$1.3M|

| 2022|355|$2.0M|$3.1M|$1.3M|

## 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|

| THE LOOMIS COMPANY|Other Service Provider|$113,945|—|$113,945|

| WILLIS OF MARYLAND, INC|Other Service Provider|$80,809|—|$80,809|

| CIGNA|Other Service Provider|$58,989|—|$58,989|

| HINES & ASSOCIATES|Other Service Provider|$8,885|—|$8,885|

| TELADOC INC.|Other Service Provider|$5,464|—|$5,464|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $268,092

- **Estimated Expense Ratio:** 16.053% 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|$248,912|—|$248,912|—|—|

| 2023|$269,700|—|$269,700|—|—|

| 2022|$327,501|—|$327,501|—|—|

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