Plain-English plan 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, Road Scholar Retirement Plan is a benefit plan reported by Elderhostel Inc. under EIN 04-2632526 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,016 participants and $84,700,310 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,700,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,700,310
- Net assets (BOY)
- $66,784,593
Income & contributions
- Employer contributions
- $2,710,506
- Participant contributions
- $2,747,501
- Total contributions
- $5,944,073
- Total income / additions
- $22,052,112
Expenses & distributions
- Benefits paid
- $3,995,292
- Administrative expenses
- $141,103
- Total expenses
- $4,136,395
- Net increase / (decrease)
- $17,915,717