2023 Form 5500 filing — Tui Usa 401(K) 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 20250425094251NAL0019131746001) for Tui Usa 401(K) Plan, reported by Intercruises Shoreside & Port Services, Inc. under EIN 26-3996323 and plan number 001. It reports 820 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250425094251NAL0019131746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intercruises Shoreside & Port Services, Inc.
- EIN
- 26-3996323
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 820
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,862,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,862,482
- Employer contributions
- $210,828
- Participant contributions
- $607,260
- Total income / additions
- $1,568,978
- Benefits paid
- $498,925
- Administrative expenses
- $76,842
- Total expenses
- $590,428
- Net increase / (decrease)
- $978,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,090 | $0 |
| Resource Investment | INVESTMENT ADVISORY | $16,751 | not reported in the loaded dataset |
| Purvis, Gray And Company | ACCOUNTANT | $9,000 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |