Erickson Mid-Atlantic Region Community Health And Welfare Plan — Form 5500 plan (Oak Crest Village C/O Erickson Senior Living, LLC)
Plain-English plan 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, Erickson Mid-Atlantic Region Community Health And Welfare Plan is a benefit plan reported by Oak Crest Village C/O Erickson Senior Living, LLC under EIN 52-1874053 and plan number 506. The latest loaded filing year is 2023. The filing reports 6,619 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oak Crest Village C/O Erickson Senior Living, LLC
- EIN
- 52-1874053
- Plan number
- 506
- Plan type
- 2
- Location
- Catonsville, MD
- Latest filing year
- 2023
- Participants
- 6,619
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,619 | C | 20240710085341NAL0029757618001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carefirst Admin - Kelly & Assoc | NONE | $2,834,266 | not reported in the loaded dataset | 2023 |
| Health Advocate | NONE | $0 | $240,681 | 2023 |
| Metropolitan Life - Kelly & Assoc | NONE | $225,476 | not reported in the loaded dataset | 2023 |
| Connectyourcare - Kelly & Assoc | NONE | $19,593 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oak Crest Village C/O Erickson Senior Living, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Catonsville, MD
- Carefirst Admin - Kelly & Assoc — Schedule C compensation
- Health Advocate — Schedule C compensation
- Metropolitan Life - Kelly & Assoc — Schedule C compensation
- Connectyourcare - Kelly & Assoc — Schedule C compensation