Xanterra Parks & Resorts, Inc. Employee Savings Plan — Form 5500 plan (Xanterra Parks & Resorts, 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, Xanterra Parks & Resorts, Inc. Employee Savings Plan is a benefit plan reported by Xanterra Parks & Resorts, Inc. under EIN 13-2735034 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,788 participants and $103,945,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xanterra Parks & Resorts, Inc.
- EIN
- 13-2735034
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood Village, CO
- Latest filing year
- 2023
- Participants
- 2,788
- End-of-year plan assets
- $103,945,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,788 | H, C | 20241015134433NAL0049685552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,945,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,945,392
- Net assets (BOY)
- $86,732,283
Income & contributions
- Employer contributions
- $2,287,470
- Participant contributions
- $5,617,669
- Total contributions
- $8,755,936
- Total income / additions
- $25,239,855
Expenses & distributions
- Benefits paid
- $7,759,279
- Administrative expenses
- $260,255
- Total expenses
- $8,026,746
- Net increase / (decrease)
- $17,213,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $203,108 | $0 | 2023 |
| Innovest Portfolio Solutions, LLC | INV ADVISORY | $42,995 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | ACCOUNTANT | $14,000 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xanterra Parks & Resorts, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Greenwood Village, CO
- Principal Life Insurance Company — Schedule C compensation
- Innovest Portfolio Solutions, LLC — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation