Original filing (PDF)20250716092449NAL0002945297001

US PARTNERS UNDERWRITING MANAGERS, LLC

Name: US PARTNERS UNDERWRITING MANAGERS, LLC — US PARTNERS UNDERWRITING MANAGERS LLC 401K, Form 5500 (2024)
Creator: US PARTNERS UNDERWRITING MANAGERS, LLC

Form 5500-SF

FILING_RECEIVED

US PARTNERS UNDERWRITING MANAGERS LLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for US PARTNERS UNDERWRITING MANAGERS, LLC.

Plan sponsor

Name

US PARTNERS UNDERWRITING MANAGERS, LLC

EIN

47-2579996all filings

Address

56 IVANHOE DR · MANALAPAN, NJ · 07726

Phone

(732) 682-4327

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator