Partners Group (Usa) Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Partners Group (Usa) Inc. (EIN 13-4118892) is a plan sponsor located in Broomfield, CO with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-4118892
Location
Broomfield, CO
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Partners Group (Usa) Inc.

  • 2 loaded plans hold $0 in reported assets.
  • Plans cover 982 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$0
Total reported participants982
Total reported liabilities$0

Reported net position

Contributions & income
Employer contributions$3.5M
Participant contributions$6.4M
Total income / additions$13M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.6M
Net increase / (decrease)$9.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan491Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 546 participants · 2023
  2. 2
    Partners Group (Usa) Inc. Life And Disability Plannot reported in the loaded dataset
    Plan #501 · 436 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Partners Group (Usa) Inc.. Open one for its full reported snapshot.

  1. 2023
    Partners Group (Usa) Inc. 401(K) Plan546 participants · 2Sch HSch C
    View filing →
  2. 2023
    Partners Group (Usa) Inc. Life And Disability Plan436 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Partners Group (Usa) Inc. report on Form 5500?
Partners Group (Usa) Inc. (EIN 13-4118892) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Partners Group (Usa) Inc.?
The Employer Identification Number (EIN) reported for Partners Group (Usa) Inc. is 13-4118892.
What is the latest Form 5500 filing year for Partners Group (Usa) Inc.?
The latest loaded Form 5500 filing year for Partners Group (Usa) Inc. is 2023.

Related Form 5500 pages