Case Study: LTC Properties achieves faster, more accurate SEC reporting with Merrill Corporation's Merrill Bridge

LTC Properties leverages Merrill Bridge to meet their SEC reporting requirements

LTC Properties (NYSE: LTC) is a REIT owning 200+ seniors’ housing and healthcare properties across 30 states. Because much of its SEC reporting is highly dynamic, the company relied on a slow, error-prone process of updating Excel and manually re-entering data into Word—creating formatting headaches, difficulty with last‑minute changes, and challenges around XBRL tagging and collaborative review.

LTC adopted Merrill Bridge to link Excel and Word to EDGAR documents, automate document assembly and XBRL tagging, and simplify roll‑forwards. The platform sped up preparation of 10‑K/10‑Q/8‑K and the proxy, reduced manual data entry, improved formatting and accuracy, made last‑minute edits safe and fast, and provided ongoing expert support—saving significant time (about a day on the proxy) and increasing control over filings.

LTC Properties

Cece Chikhale

Senior Vice President, Controller, and Treasurer