Capreit Welfare Benefit Trust

Organization Overview

Capreit Welfare Benefit Trust is located in Rockville, MD. The organization was established in 1996. According to its NTEE Classification (Y20) the organization is classified as: Insurance Providers, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Capreit Welfare Benefit Trust is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.

For the year ending 01/2024, Capreit Welfare Benefit Trust generated $4.3m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.7% each year. All expenses for the organization totaled $3.8m during the year ending 01/2024. While expenses have increased by 1.0% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2024

Describe the Organization's Mission:

Part 3 - Line 1

TO SUPPORT HEALTH AND OTHER BENEFITS TO BE PAID TO THE ELIGIBLE EMPLOYEES OF CAPREIT.

Describe the Organization's Program Activity:

Part 3 - Line 4a

SEE SCHEDULE O


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Outside Vendors & Contractors

Vendor Name (Service)Compensation
The Loomis Company
Admin Fees/commissin
$130,342
Willis Of Maryland Inc
Admin Fees/commissin
$185,614
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$4,209,763
Investment income $53,218
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $4,262,981

Peer Organizations

Organization NameAssets
Ohio State Plumbers And Pipefitters Welfare Fund
Harmony, PA
$22,623,023
Mrm Property And Liability Tr Inc
Sewickley, PA
$15,748,915
Stewart Employee Benefit Trust
York, PA
$17,234,438
Southern Painters Welfare Fund
Pittsburgh, PA
$24,493,514
Giorgio Health & Welfare Plan
Temple, PA
$16,662,735
Childrens Hospital Self-Insurance Trust
Washington, DC
$0
Mutual Beneficial Association Inc
Berwyn, PA
$11,785,428
Pmta-Ila Vacation Fund
Philadelphia, PA
$9,988,657
Southern States Group Benefit Trust
Richmond, VA
$10,059,189
Pittsburgh Building Owners Welfare Fund
Pittsburgh, PA
$9,615,189
Cement Masons-592 Welfare Fund
Philadelphia, PA
$12,607,217
Pennsylvania Property And Casualty Insurance Guaranty Association
Philadelphia, PA
$17,374,884
Electricians Welfare Fund-No 81
Scranton, PA
$8,397,793
Property & Casualty Insurance Guaranty Corporation
Towson, MD
$18,112,042
National Association Of Benefits And Insurance Professionals
Washington, DC
$6,853,102
National Automatic Sprinkler Metal Trades Welfare Fund
Landover, MD
$6,412,028
Reed Smith Shaw & Mcclay Flexible Benefits Program Trust
Pittsburgh, PA
$2,295,456
Pennsylvania Assigned Claims Plan
Philadelphia, PA
$10,927,750
Blue Mountain Insurance Trust Employee Benefit Plan
Orwigsburg, PA
$5,918,502
The Urban Institute Employee Benefit Trust
Washington, DC
$4,760,010
Surety & Fidelity Association Of America
Washington, DC
$5,909,613
American Benefits Council
Washington, DC
$5,463,111
Ak Steel Corp Voluntary Employees Beneficiary Assoc For Uaw Retirees
Pittsburgh, PA
$1,255,888
Union Trowel Trades Benefit Funds
Washington, DC
$4,918,430
Capreit Welfare Benefit Trust
Rockville, MD
$4,262,981

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