How many benefit plans does U.S. Retirement Partners, Inc. report on Form 5500?

U.S. Retirement Partners, Inc. (EIN 26-0829701) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for U.S. Retirement Partners, Inc.?

The Employer Identification Number (EIN) reported for U.S. Retirement Partners, Inc. is 26-0829701.

What is the latest Form 5500 filing year for U.S. Retirement Partners, Inc.?

The latest loaded Form 5500 filing year for U.S. Retirement Partners, Inc. is 2023.

U.S. Retirement Partners, 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, U.S. Retirement Partners, Inc. (EIN 26-0829701) is a plan sponsor located in Iselin, NJ 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: 26-0829701
Location: Iselin, NJ
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $58,072,325
Total reported liabilities (EOY): $1,996
Total reported net assets (EOY): $58,070,329

Contributions & income

Employer contributions: $1,639,613
Participant contributions: $3,394,085
Total income / additions: $14,230,360

Expenses & distributions

Benefits paid / distributions: $4,171,465
Total expenses: $4,194,759
Net increase / (decrease): $10,035,601

Coverage

Total reported participants: 1,537
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

U.S. Retirement Partners, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
U. S. Retirement Partners 401(K) Plan	001	952	$58,072,325	2023
Health And Welfare Plan For The Employees Of Us Retirement Partners, Inc.	502	585	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for U.S. Retirement Partners, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Health And Welfare Plan For The Employees Of Us Retirement Partners, Inc.	585	—	20240906121141NAL0001324833001
2023	U. S. Retirement Partners 401(K) Plan	952	H, C	20241015193939NAL0051102112001