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Original filing (PDF)20250918134247NAL0002223522001
CAP MPT
Form 5500-SF
FILING_RECEIVED
CAP MPT WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I
Health & welfare plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAP MPT.
Plan sponsor
Name
CAP MPT
EIN
95-2988063
Address
333 S HOPE ST 12TH FLOOR · LOS ANGELES, CA · 900711406
Phone
(213) 486-8689
Industry
Finance & Insurancesee all
Plan administrator
Name
CAP MPT
EIN
95-2988063
City
LOS ANGELES, CA
Phone
(213) 486-8689
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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