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Form 5500 · Employee benefit plan · WASHINGTON, DC

URBAN LAND INSTITUTE

The filing calls this plan URBAN LAND INSTITUTE GROUP BENEFIT PLAN.

URBAN LAND INSTITUTE of WASHINGTON, DC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE MELTZER GROUP, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 53-0159845 · plan 502 · plan year 2024, filed Oct 10, 2025

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How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
167
Active at start of year
163
Active at end of year
188
Disclosed commissions
$48,998
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared, not on Schedule A
Dentaldeclared under plan 506
Visiondeclared under plan 505
Lifedeclared under plan 503
Disabilitydeclared under plan 508

Also declared: other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

The filing discloses a single insured line, stop-loss, through SUN LIFE ASSURANCE COMPANY OF CANADA, covering 217 people.

The filing declares health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The premium and commission here are for the stop-loss contract, not for medical premium.

Reported premium across the insured contracts is $1,098,187, with $48,998 in disclosed broker commissions — about 4.5% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SUN LIFE ASSURANCE COMPANY OF CANADAStop-loss217Jan 1, 2025$1,098,187$48,998

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
URBAN LAND INSTITUTE
EIN 53-0159845
CAREFIRST ADMINISTRATORS
Contract administrator · EIN 52-1187907
$109,080
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$229,712
Paid out in benefits
$2,931,287
Paid to insurance carriersSchedule H, line 2e(2)
$1,043,278
Independent accountantEIN 54-1953476
DAVIDSON DOYLE & HILTON LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

How this plan compares

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