Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.8M
- Life$2.6M
- Short-term disability$2.6M
- Long-term disability$2.6M
- Vision$567K
Sponsor portfolio
OAK CREST VILLAGE C/O ERICKSON SENIOR LIVING, LLC
EIN 52-1874053Latest filing 2025
Plans
2
Retirement
1
$294.7M assets
Welfare
1
$4.4M premiums
Participants
21,375
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 7,408 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- METROPOLITAN LIFE INSURANCE COMPANY60%
- SYMETRA LIFE INSURANCE COMPANY27%
- FIDELITY SECURITY LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
85%top
- KELLY & ASSOCIATES INSURANCE GROUP85%
- CFA LLC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ERICKSON COMMUNITY 401(K) PLAN
401k
Assets$294.7M
Participants13,949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
ERICKSON MID-ATLANTIC REGION COMMUNITY HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$4.4M
Covered lives7,408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ERICKSON COMMUNITY 401(K) PLAN | 401k | $294.7M | 13,949 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | ERICKSON MID-ATLANTIC REGION COMMUNITY HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $4.4M | 7,408 | 2025 |
Retirement plans
Welfare plans