2023 Form 5500 filing — Universal Orlando 401(K) 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 20241004100643NAL0022408354004) for Universal Orlando 401(K) Retirement Plan, reported by Universal City Development Partners, Ltd Universal Orlando under EIN 59-3128514 and plan number 001. It reports 21,069 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004100643NAL0022408354004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal City Development Partners, Ltd Universal Orlando
- EIN
- 59-3128514
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 21,069
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $661,233,232
- Net assets (EOY)
- $661,233,232
- Employer contributions
- $36,121,008
- Participant contributions
- $51,298,907
- Total income / additions
- $196,800,185
- Benefits paid
- $47,865,546
- Administrative expenses
- $293,756
- Total expenses
- $48,159,302
- Net increase / (decrease)
- $148,640,883
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inves Inst Opers Co, Inc | RECORDKEEPER | $236,837 | $0 |
| Financial Engines | ADVISOR | $42,926 | not reported in the loaded dataset |
| Sb & Company, LLC | not reported in the loaded dataset | $14,393 | not reported in the loaded dataset |