2023 Form 5500 filing — Clubcorp Individual Investment 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 20241008150625NAL0016912289001) for Clubcorp Individual Investment Plan, reported by Clubcorp Usa, Inc. under EIN 75-2114856 and plan number 002. It reports 14,622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008150625NAL0016912289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clubcorp Usa, Inc.
- EIN
- 75-2114856
- Plan number
- 002
- Location
- Irving, TX
- Participants
- 14,622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,266,297
- Total liabilities (EOY)
- $681,130
- Net assets (EOY)
- $76,585,167
- Participant contributions
- $4,149,622
- Total income / additions
- $18,079,315
- Benefits paid
- $10,863,282
- Administrative expenses
- $91,455
- Total expenses
- $11,635,867
- Net increase / (decrease)
- $6,443,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $190,140 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | $28,576 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |