2023 Form 5500 filing — Rolex Watch U.S.A., Inc. Retiree Medical 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 20241001090334NAL0006838369001) for Rolex Watch U.S.A., Inc. Retiree Medical Plan, reported by Rolex Watch U.S.A., Inc. under EIN 13-1574389 and plan number 505. It reports 710 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.2MReported net assets$11,172,829
Participants710
Provider compensation$116.3K1 Schedule C row(s)$116,253
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001090334NAL0006838369001
- Plan sponsor
- Rolex Watch U.S.A., Inc.
- EIN
- 13-1574389
- Plan number
- 505
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.3M total assets
Net assets$11.2MLiabilities$78K
Full reported line items
- Total assets (EOY)
- $11,250,829
- Total liabilities (EOY)
- $78,000
- Net assets (EOY)
- $11,172,829
- Employer contributions
- $57,726
- Participant contributions
- $236,994
- Total income / additions
- $2,068,212
- Benefits paid
- $1,074,709
- Administrative expenses
- $314,253
- Total expenses
- $1,388,962
- Net increase / (decrease)
- $679,250
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs, Inc. | NONE | $116,253 | not reported in the loaded dataset |