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Original filing (PDF)20251114140853NAL0002448001001
CAPREIT OPERATING LIMITED PARTNERSHIP
Form 5500
FILING_RECEIVED
CAPREIT WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
~1605 bps in Sched C feesNo recordkeeper disclosed
Active participants
295
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$810K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1605 bps in Schedule C fees — 2987% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPREIT OPERATING LIMITED PARTNERSHIP.
Plan sponsor
Name
CAPREIT OPERATING LIMITED PARTNERSHIP
EIN
52-2064504
Address
6116 EXECUTIVE BLVD, SUITE 100 · NORTH BETHESDA, MD · 20852
Phone
(301) 231-8700
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LOOMIS COMPANY | 23-2238132 | — | NONE | $114K | — |
| WILLIS OF MARYLAND, INC | 52-0559369 | — | NONE | $81K | — |
| CIGNA | 35-2029627 | — | NONE | $59K | — |
| HINES & ASSOCIATES | 36-3545085 | — | NONE | $9K | — |
| TELADOC INC. | 04-3705970 | — | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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