2023 Form 5500 filing — Opportunity Partners Retirement 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 20241007082210NAL0015813009001) for Opportunity Partners Retirement Plan, reported by Opportunity Partners, Inc. under EIN 41-0737221 and plan number 001. It reports 431 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)$13.5MReported net assets$13,540,184
Participants431
Provider compensation$93.1K4 Schedule C row(s)$93,126
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007082210NAL0015813009001
- Plan sponsor
- Opportunity Partners, Inc.
- EIN
- 41-0737221
- Plan number
- 001
- Location
- Minnetonka, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.5M total assets
Net assets$13.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,540,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,540,184
- Employer contributions
- $93,587
- Participant contributions
- $645,768
- Total income / additions
- $2,713,151
- Benefits paid
- $1,384,112
- Administrative expenses
- $74,186
- Total expenses
- $1,458,298
- Net increase / (decrease)
- $1,254,853
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,861 | $0 |
| Usi Advisors, Inc. | INVESTMENT ADVISORY | $0 | $18,940 |
| Baker Tilly Us Llp | ACCOUNTANT | $15,325 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |