2023 Form 5500 filing — Capreit Welfare Benefit Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241115082811NAL0000428371001) for Capreit Welfare Benefit Plan, reported by Capreit Operating Limited Partnership under EIN 52-2064504 and plan number 501. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115082811NAL0000428371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capreit Operating Limited Partnership
- EIN
- 52-2064504
- Plan number
- 501
- Location
- North Bethesda, MD
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,417,145
- Total liabilities (EOY)
- $678,510
- Net assets (EOY)
- $1,738,635
- Employer contributions
- $2,942,610
- Participant contributions
- $1,267,153
- Total income / additions
- $4,262,981
- Benefits paid
- $3,830,663
- Administrative expenses
- $269,700
- Total expenses
- $4,100,363
- Net increase / (decrease)
- $162,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Loomis Company | NONE | $134,023 | not reported in the loaded dataset |
| Willis Of Maryland, Inc | NONE | $92,287 | not reported in the loaded dataset |
| Cigna | NONE | $44,610 | not reported in the loaded dataset |
| Zelis Claims Integrity Inc. | NONE | $7,941 | not reported in the loaded dataset |
| Hines & Associates | NONE | $5,968 | not reported in the loaded dataset |
| Teladoc Inc. | NONE | $5,032 | not reported in the loaded dataset |