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Original filing (PDF)20250311131108NAL0034955810001
CYPRESS PARTNERS LLC
Form 5500
FILING_RECEIVED
CYPRESS PARTNERS LLC EMPLOYEE BENEFITS PROGRAM
Health & welfare plan
Signals · 1
Late filing · 6.9 mo
Active participants
72
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 6.9 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CYPRESS PARTNERS LLC.
Plan sponsor
Name
CYPRESS PARTNERS LLC
EIN
65-1049847
Address
116 INTERCOASTAL POINTE DRIVE · SUITE 300 · JUPITER, FL · 33477
Phone
(561) 744-9122
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
CYPRESS PARTNERS LLC
EIN
65-1049847
City
JUPITER, FL
Phone
(561) 744-9122
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-10-01
Tax period
2023-09-30
Filed
2025-03-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4R · Unfunded, Fully Insured, or Combination
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH AND MCLENNAN AGENCY LLC | — | WEST POINT, GA | BROKER | $33K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEDICAL EXCESS LOSS INSURANCE CARR | 35-1665915 | — | STOP LOSS CARRIER | $191K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC | 41-1289245 | — | CLAIMS ADMIN | $25K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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