2023 Form 5500 filing — Partners Group (Usa) Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814150459NAL0025722370001) for Partners Group (Usa) Inc. 401(K) Plan, reported by Partners Group (Usa) Inc. under EIN 13-4118892 and plan number 001. It reports 546 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants546
Provider compensation$9481 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240814150459NAL0025722370001
Plan sponsor
Partners Group (Usa) Inc.
EIN
13-4118892
Plan number
001
Location
Broomfield, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$13M
Total expenses$3.6M
Benefits paid / distributions$3.6M
Contributions
Employer$3.5M
Participant$6.4M
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$3,538,102
Participant contributions
$6,445,495
Total income / additions
$13,016,671
Benefits paid
$3,636,276
Administrative expenses
$3,766
Total expenses
$3,642,366
Net increase / (decrease)
$9,374,305
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $948 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240814150459NAL0025722370001 cover?
It is the 2023 Form 5500 filing for Partners Group (Usa) Inc. 401(K) Plan, reported by Partners Group (Usa) Inc. (EIN 13-4118892).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages