Plan Snapshot
- Plan Sponsor: Oak Crest Village C/O Erickson Senior Living, LLC
- Sponsor EIN: 521874053
- Sponsor Address: 701 MAIDEN CHOICE LANE, CATONSVILLE, MD, 21228
- Plan Type: Health & Welfare
- Plan Number: 506
- Total Participants: 7,408
- Total Assets: $0
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 | 7,408 | $0 | $0 | $0 |
| 2024 | 7,132 | $0 | $0 | $0 |
| 2023 | 6,853 | $0 | $0 | $0 |
| 2022 | 6,552 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| CAREFIRST ADMIN - KELLY & ASSOC | Other Service Provider | $2,875,823 | — | $2,875,823 |
| HEALTH ADVOCATE | Other Service Provider | — | $550,931 | $550,931 |
| METROPOLITAN LIFE - KELLY & ASSOC | Other Service Provider | $249,243 | — | $249,243 |
| CONNECTYOURCARE - KELLY & ASSOC | Other Service Provider | $20,972 | — | $20,972 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,696,969
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |