2023 Form 5500 filing — Nclc 401(K) 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 20240930130233NAL0003259283001) for Nclc 401(K) Plan, reported by Ncl Bahamas Ltd under EIN 20-0470259 and plan number 002. It reports 5,035 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930130233NAL0003259283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ncl Bahamas Ltd
- EIN
- 20-0470259
- Plan number
- 002
- Location
- Miami, FL
- Participants
- 5,035
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $273,290,084
- Total liabilities (EOY)
- $92,774
- Net assets (EOY)
- $273,197,310
- Employer contributions
- $336,687
- Participant contributions
- $21,106,627
- Total income / additions
- $73,865,219
- Benefits paid
- $25,066,688
- Administrative expenses
- $167,824
- Total expenses
- $25,250,234
- Net increase / (decrease)
- $48,614,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors LLC | INVESTMENT ADVISOR | $96,429 | not reported in the loaded dataset |
| Berkowitz Pollack Brant Advisors & | ACCOUNTANT/AUDITOR | $41,115 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $9,799 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | -$68,856 | $0 |