2023 Form 5500 filing — Balboa Bay Club Bargaining Unit 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 20241015121734NAL0028381249001) for Balboa Bay Club Bargaining Unit Plan, reported by International Bay Clubs, LLC under EIN 45-5490409 and plan number 003. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121734NAL0028381249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Bay Clubs, LLC
- EIN
- 45-5490409
- Plan number
- 003
- Location
- Newport Beach, CA
- Participants
- 359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,304,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,304,013
- Employer contributions
- $5,840
- Participant contributions
- $358,623
- Total income / additions
- $632,072
- Benefits paid
- $72,881
- Administrative expenses
- $11,934
- Total expenses
- $98,014
- Net increase / (decrease)
- $534,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $8,529 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,405 | $0 |