# Oak Crest Village C/O Erickson Senior Living, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/oak-crest-village-c-o-erickson-senior-living-llc-521874053-506

> Oak Crest Village C/O Erickson Senior Living, LLC's Health & Welfare plan: 7,408 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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