2023 Form 5500 filing — Fluidra North America Retirement 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 20240912174121NAL0010481441001) for Fluidra North America Retirement Plan, reported by Fluidra North America under EIN 81-4198874 and plan number 001. It reports 1,664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912174121NAL0010481441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fluidra North America
- EIN
- 81-4198874
- Plan number
- 001
- Location
- Carlsbad, CA
- Participants
- 1,664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,456,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,456,337
- Employer contributions
- $2,987,502
- Participant contributions
- $6,313,548
- Total income / additions
- $24,308,932
- Benefits paid
- $11,352,078
- Administrative expenses
- $254,598
- Total expenses
- $11,616,925
- Net increase / (decrease)
- $12,692,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $128,331 | $0 |
| Mercer | RETAINED BY EMPLOYER | $61,250 | not reported in the loaded dataset |
| Zodiac Pool Systems LLC | RETAINED BY EMPLOYER | $14,000 | not reported in the loaded dataset |