Plan5500

Partners Senior Living Options, LLC — 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 Senior Living Options, LLC (EIN 26-3573437) is a plan sponsor located in Royalton, MN 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
26-3573437
Location
Royalton, MN
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 Senior Living Options, LLC

  • 2 loaded plans hold $4.7M in reported assets.
  • The largest, Partners Senior Living Options Employee Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 594 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$4.7MSummed across loaded plans$4,667,904
Total reported assets$4.7M$4,681,033
Total reported participants594
Total reported liabilities$13.1K$13,129

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities$13.1K
Contributions & income
Employer contributions$243.1K
Participant contributions$426.7K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$299.5K
Total expenses$339.2K
Net increase / (decrease)$1M

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

Largest plan share of assets100%Partners Senior Living Options Employee Retirement Plan
Participants per plan297Average 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
    Partners Senior Living Options Employee Retirement Plan$4.7M
    Plan #001 · 450 participants · 2023
  2. 2
    Partners Senior Living Options, LLC Health And Welfare Plannot reported in the loaded dataset
    Plan #502 · 144 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Partners Senior Living Options, LLC. Open one for its full reported snapshot.

  1. 2023
    Partners Senior Living Options, LLC Health And Welfare Plan144 participants · 2No schedules
    View filing →
  2. 2023
    Partners Senior Living Options Employee Retirement Plan450 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Partners Senior Living Options, LLC report on Form 5500?
Partners Senior Living Options, LLC (EIN 26-3573437) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Partners Senior Living Options, LLC?
The Employer Identification Number (EIN) reported for Partners Senior Living Options, LLC is 26-3573437.
What is the latest Form 5500 filing year for Partners Senior Living Options, LLC?
The latest loaded Form 5500 filing year for Partners Senior Living Options, LLC is 2023.

Related Form 5500 pages