Plan Ledger DOL Form 5500 · updated monthly

Oak Crest Village C/O Erickson Senior Living, LLCbenefits

Erickson Mid-Atlantic Region Community Health and Welfare Plan · CATONSVILLE, MD · plan year 2025

Broker compensation reported · 2025
$320,048

Oak Crest Village C/O Erickson Senior Living, LLC's benefits plans covered 7,408 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $320,048 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $43 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 2.6% from $311,816 in 2024.

Insurance contracts · 20253
SYMETRA LIFE INSURANCE COMPANYpremiums n/a · 4,987 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 4,443 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 7,408 covered
Brokers & agents paid · 20252
CFA LLC$48,925 · incl $48,925 fees
KELLY & ASSOCIATES INSURANCE GROUP$271,123 · incl $81,278 fees
Also brokered by Cfa LLC3

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 521874053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.