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
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20241007082210NAL0015813009001 |
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
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.
13%87%
Employer 13%Participant 87%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,861 | $0 | 2023 |
| Usi Advisors, Inc. | INVESTMENT ADVISORY | $0 | $18,940 | 2023 |
| Baker Tilly Us Llp | ACCOUNTANT | $15,325 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Opportunity Partners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minnetonka, MN
- Principal Life Insurance Company — Schedule C compensation
- Usi Advisors, Inc. — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation