2023 Form 5500 filing — Travel + Leisure Co. Employee Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702100958NAL0004842769001) for Travel + Leisure Co. Employee Savings Plan, reported by Travel + Leisure Co. under EIN 20-0052541 and plan number 001. It reports 12,746 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702100958NAL0004842769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Travel + Leisure Co.
- EIN
- 20-0052541
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 12,746
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $865,082,724
- Total liabilities (EOY)
- $320,125
- Net assets (EOY)
- $864,762,599
- Employer contributions
- $32,201,689
- Participant contributions
- $46,251,154
- Total income / additions
- $220,125,221
- Benefits paid
- $82,663,668
- Administrative expenses
- $1,058,541
- Total expenses
- $86,200,110
- Net increase / (decrease)
- $133,925,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $767,964 | $0 |
| Eisneramper, Llp | ACCOUNTANT | $63,000 | not reported in the loaded dataset |
| Clearstead Advisors, LLC | CONSULTANT | $38,625 | not reported in the loaded dataset |