Partner Solutions Multiple Employer Plan — Form 5500 plan (Csp Management, Inc. Dba Partner Solutions For Schools)
Plain-English plan 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, Partner Solutions Multiple Employer Plan is a benefit plan reported by Csp Management, Inc. Dba Partner Solutions For Schools under EIN 20-1257602 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,315 participants and $52,198,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Csp Management, Inc. Dba Partner Solutions For Schools
- EIN
- 20-1257602
- Plan number
- 001
- Plan type
- 3
- Location
- Brighton, MI
- Latest filing year
- 2023
- Participants
- 2,315
- End-of-year plan assets
- $52,198,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,315 | H, C | 20250221140127NAL0004202547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,198,822
- Net assets (EOY)
- $52,198,822
- Net assets (BOY)
- $41,419,293
Income & contributions
- Employer contributions
- $3,325,134
- Participant contributions
- $4,356,822
- Total contributions
- $7,949,882
- Total income / additions
- $15,375,728
Expenses & distributions
- Benefits paid
- $4,255,268
- Administrative expenses
- $306,042
- Total expenses
- $4,596,199
- Net increase / (decrease)
- $10,779,529
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $149,137 | $0 | 2023 |
| Robert W. Baird & Co. Inc | INVESTMENT ADVISORY PLAN | $110,720 | not reported in the loaded dataset | 2023 |
| Honigman | CONSULTING | $26,116 | not reported in the loaded dataset | 2023 |
| Croskey Lanni | AUDIT | $16,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Csp Management, Inc. Dba Partner Solutions For Schools
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Brighton, MI
- Transamerica Retirement Solutions — Schedule C compensation
- Robert W. Baird & Co. Inc — Schedule C compensation
- Honigman — Schedule C compensation
- Croskey Lanni — Schedule C compensation