· 2022–2024 · DOL EFAST2

UNIVERSAL MARKETING PARTNERS LLC — UNIVERSAL MARKETING PARTNERS DEFINED BENEFIT (CB) RETIREMENT PLAN, Form 5500 (2022)

Original filing (PDF)20231014152644NAL0024064051001

UNIVERSAL MARKETING PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

UNIVERSAL MARKETING PARTNERS DEFINED BENEFIT (CB) RETIREMENT PLAN

Defined-benefit pension plan

Active participants

4

Accounts w/ balance

—

Plan assets (EOY)

$889K

Net assets (EOY)

$889K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

UNIVERSAL MARKETING PARTNERS LLC

EIN

75-3264796all filings

Address

1 BLUE HILL PLAZA · PEARL RIVER, NY · 10965

Phone

(201) 390-4186

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

RACK DRAFT SERVICES, INC.

RACK DRAFT SERVICES, INC. 401(K) PROFIT SHARING PLAN

$889K · 6 participants

SUCCESS LABS, INC.

SUCCESS LABS, INC. 401(K) PLAN AND TRUST

$889K · 5 participants

SUMMIT CPA, INC.

SUMMIT CPA, INC'S RETIREMENT PLAN

$889K · 4 participants

CARLOS A COSENZA MD, INC.

CARLOS A COSENZA MD, INC. DEFINED BENEFIT PLAN

$890K · 3 participants

SUN POLYMERS INTERNATIONAL, INC.

SUN POLYMERS INTERNATIONAL, INC. 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.