U.S. Retirement Partners, Inc.
Overview
U.S. Retirement Partners, Inc. sponsors a self-funded health plan that covered 759 participants in plan year 2025, up 7% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 759 · prior year 712
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Health and Welfare Plan for the Employees of US Retirement Partners, Inc., plan 502 (759 participants)
- Broker compensation
- $149K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Life Insurance Company of North America | Long-term disability, Life, Short-term disability, Accidental Death and Dismemberment | 759 | $657K | $51K |
| Trustmark Insurance Company | Life | 174 | $153K | $35K |
| Symetra Life Insurance Company | Accident, Hospital Indemnity | 378 | $111K | $37K |
| Combined Insurance Company of America | Critical Illness | 327 | $95K | $20K |
| The Guardian Life Insurance Company of America | Vision | 487 | $73K | $5K |
| Employee Network, Inc. | Employee Assistance Program | 745 | $10K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 759 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- U.S. Retirement Partners, Inc.
- Sponsor EIN
- 26-0829701
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 26-0829701 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- U. S. Retirement Partners 401(k) Plan
- Type
- 401(k) plan
- Participants
- 1,019
About this data
Source: U.S. Retirement Partners, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with U.S. Retirement Partners, Inc..