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Sponsor portfolio

U.S. RETIREMENT PARTNERS, INC.

EIN 26-0829701-Latest filing 2025
Plans
2
Retirement
1
$85.1M assets
Welfare
1
$1.1M premiums
Participants
1,774
99 WOOD AVENUE SOUTH - ISELIN, NJ 08830732-321-8314
Plans on this EIN
2 filings
#001401k-$85.1M - 974 part#502Mixed-$1.1M - 759 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 759 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$419K
  • Other$277K
  • Short-term disability$210K
  • Long-term disability$120K
  • Vision$73K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA60%
  • TRUSTMARK INSURANCE COMPANY14%
  • SYMETRA LIFE INSURANCE COMPANY10%
  • COMBINED INSURANCE COMPANY OF AMERICA9%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • +1 more
Total $1.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
25%top
  • TITAN INS & EMPLOYEE BENEFITS25%
  • MICHAEL GUROWSKI22%
  • WILLIS TOWERS WATSON US LLC22%
  • MJ INSURANCE14%
  • TITAN INSURANCE & EMPLOYEE BENEFITS7%
  • +3 more
Total $149K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

U. S. RETIREMENT PARTNERS 401(K) PLAN

401k

Assets$85.1M
Participants974
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF US RETIREMENT PARTNERS, INC.

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.1M
Covered lives759
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001U. S. RETIREMENT PARTNERS 401(K) PLAN401k$85.1M9742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF US RETIREMENT PARTNERS, INC.MixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.1M7592025
Retirement plans
Welfare plans
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