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Form 5500 · Employee benefit plan · CATONSVILLE, MD

OAK CREST VILLAGE C/O ERICKSON SENIOR LIVING, LLC

OAK CREST VILLAGE C/O ERICKSON SENIOR LIVING, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is KELLY & ASSOCIATES INSURANCE GROUP. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1874053 · plan 506 · as of Jul 2026

Participants
7,157
Carriers on file
3
Disclosed commissions
$189,845
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYLife, Disability7,408December$179,953
FIDELITY SECURITY LIFE INSURANCE COMPANYVision4,443December$9,892
SYMETRA LIFE INSURANCE COMPANY4,987December$0

Questions

Who is OAK CREST VILLAGE C/O ERICKSON SENIOR LIVING, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, OAK CREST VILLAGE C/O ERICKSON SENIOR LIVING, LLC's broker of record is KELLY & ASSOCIATES INSURANCE GROUP.

What insurance carrier does OAK CREST VILLAGE C/O ERICKSON SENIOR LIVING, LLC use?

OAK CREST VILLAGE C/O ERICKSON SENIOR LIVING, LLC's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does OAK CREST VILLAGE C/O ERICKSON SENIOR LIVING, LLC's group plan renew?

The most recent Schedule A policy period for OAK CREST VILLAGE C/O ERICKSON SENIOR LIVING, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from OAK CREST VILLAGE C/O ERICKSON SENIOR LIVING, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.