2023 Form 5500 filing — Partner Solutions Multiple Employer 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 20250221140127NAL0004202547001) for Partner Solutions Multiple Employer Plan, reported by Csp Management, Inc. Dba Partner Solutions For Schools under EIN 20-1257602 and plan number 001. It reports 2,315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250221140127NAL0004202547001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Csp Management, Inc. Dba Partner Solutions For Schools
- EIN
- 20-1257602
- Plan number
- 001
- Location
- Brighton, MI
- Participants
- 2,315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,198,822
- Net assets (EOY)
- $52,198,822
- Employer contributions
- $3,325,134
- Participant contributions
- $4,356,822
- Total income / additions
- $15,375,728
- Benefits paid
- $4,255,268
- Administrative expenses
- $306,042
- Total expenses
- $4,596,199
- Net increase / (decrease)
- $10,779,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $149,137 | $0 |
| Robert W. Baird & Co. Inc | INVESTMENT ADVISORY PLAN | $110,720 | not reported in the loaded dataset |
| Honigman | CONSULTING | $26,116 | not reported in the loaded dataset |
| Croskey Lanni | AUDIT | $16,750 | not reported in the loaded dataset |