2023 Form 5500 filing — David A. Straz Jr. Center For The Performing Arts 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 20241008081905NAL0028146464001) for David A. Straz Jr. Center For The Performing Arts Retirement Plan, reported by Tampa Bay Performing Arts Center Inc., Dba David A. Straz Jr. Center under EIN 59-2037085 and plan number 001. It reports 747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008081905NAL0028146464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tampa Bay Performing Arts Center Inc., Dba David A. Straz Jr. Center
- EIN
- 59-2037085
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,906,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,906,011
- Employer contributions
- $490,886
- Participant contributions
- $545,118
- Total income / additions
- $2,972,819
- Benefits paid
- $2,307,684
- Administrative expenses
- $81,243
- Total expenses
- $2,388,927
- Net increase / (decrease)
- $583,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $47,068 | $0 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $22,333 | not reported in the loaded dataset |
| Retirement Solutions Specialists | CONTRACT ADMIN | $12,027 | $4,466 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $264 | not reported in the loaded dataset |