Who sponsors the Rolex Watch U.S.A., Inc. Retiree Medical Plan?

Rolex Watch U.S.A., Inc. Retiree Medical Plan is reported as sponsored by Rolex Watch U.S.A., Inc. (EIN 13-1574389, plan number 505) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Rolex Watch U.S.A., Inc. Retiree Medical Plan?

The latest Form 5500 filing year loaded for Rolex Watch U.S.A., Inc. Retiree Medical Plan is 2023.

How many participants does Rolex Watch U.S.A., Inc. Retiree Medical Plan report?

Rolex Watch U.S.A., Inc. Retiree Medical Plan reports 710 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Rolex Watch U.S.A., Inc. Retiree Medical Plan?

Rolex Watch U.S.A., Inc. Retiree Medical Plan reports $11,250,829 in end-of-year plan assets in its latest loaded Form 5500 filing.

Rolex Watch U.S.A., Inc. Retiree Medical Plan — Form 5500 plan (Rolex Watch U.S.A., Inc.)

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, Rolex Watch U.S.A., Inc. Retiree Medical Plan is a benefit plan reported by Rolex Watch U.S.A., Inc. under EIN 13-1574389 and plan number 505. The latest loaded filing year is 2023. The filing reports 710 participants and $11,250,829 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.2MPlan net assets, end of year$11,172,829

Participants710Covered participants reported

Assets / participant$15.8KComputed: assets ÷ participants$15,846 (computed)

Provider compensation$116.3K1 Schedule C provider row(s)$116,253

Plan sponsor: Rolex Watch U.S.A., Inc.
EIN: 13-1574389
Plan number: 505
Plan type: 2
Location: New York, NY
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	710	H, C	20241001090334NAL0006838369001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.3M total assets

Net assets$11.2MLiabilities$78K

Money in vs. money out

Total income / additions$2.1M

Total expenses$1.4M

Benefits paid / distributions$1.1M

Contributions

Employer$57.7K

Participant$237K

Full reported line items

Net assets

Total assets (EOY): $11,250,829
Total liabilities (EOY): $78,000
Net assets (EOY): $11,172,829
Net assets (BOY): $10,493,579

Income & contributions

Employer contributions: $57,726
Participant contributions: $236,994
Total contributions: $294,720
Total income / additions: $2,068,212

Expenses & distributions

Benefits paid: $1,074,709
Administrative expenses: $314,253
Total expenses: $1,388,962
Net increase / (decrease): $679,250

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

20%80%

Employer 20%Participant 80%

Total expenses ÷ net assets12%Computed ratio

Benefits paid ÷ total income52%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Ubs, Inc.	NONE	$116,253	not reported in the loaded dataset	2023