Plan5500

Opportunity Partners Retirement Plan — Form 5500 plan (Opportunity Partners, Inc.)

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, Opportunity Partners Retirement Plan is a benefit plan reported by Opportunity Partners, Inc. under EIN 41-0737221 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $13,540,184 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.5MPlan net assets, end of year$13,540,184
Participants431Covered participants reported
Assets / participant$31.4KComputed: assets ÷ participants$31,416 (computed)
Provider compensation$93.1K4 Schedule C provider row(s)$93,126
Plan sponsor
Opportunity Partners, Inc.
EIN
41-0737221
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    431 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.5M total assets
Net assets$13.5MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$93.6K
Participant$645.8K
Full reported line items

Net assets

Total assets (EOY)
$13,540,184
Total liabilities (EOY)
$0
Net assets (EOY)
$13,540,184
Net assets (BOY)
$12,285,331

Income & contributions

Employer contributions
$93,587
Participant contributions
$645,768
Total contributions
$774,428
Total income / additions
$2,713,151

Expenses & distributions

Benefits paid
$1,384,112
Administrative expenses
$74,186
Total expenses
$1,458,298
Net increase / (decrease)
$1,254,853
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 13%Participant 87%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$58.9K
    CONTRACT ADMINISTRATOR · Direct $58.9K · Indirect $0
  2. 2
    Usi Advisors, Inc.$18.9K
    INVESTMENT ADVISORY · Direct $0 · Indirect $18.9K
  3. 3
    Baker Tilly Us Llp$15.3K
    ACCOUNTANT · Direct $15.3K
  4. 4
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

Related Form 5500 pages