Original filing (PDF)20231128140735NAL0008412481001

Alterra Real Estate Advisors

Name: Alterra Real Estate Advisors — Alterra Real Estate, Form 5500 (2022)
Creator: Alterra Real Estate Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alterra Real Estate Advisors SOCA Benefit Plan

Health & welfare plan · Alterra Real Estate Advisors' Alterra Real Estate Advisors SOCA Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Alterra Real Estate Advisors' 2022 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Alterra Real Estate Advisors' EIN is 31-1713176.

EIN 31-1713176

Plan number 501

Plan year 2022

ACK ID 20231128140735NAL0008412481001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Alterra Real Estate Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Alterra Real Estate Advisors' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTERRA REAL ESTATE ADVISORS.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score