Plan5500

Travel + Leisure Co. Employee Savings Plan — Form 5500 plan (Travel + Leisure Co.)

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, Travel + Leisure Co. Employee Savings Plan is a benefit plan reported by Travel + Leisure Co. under EIN 20-0052541 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,746 participants and $865,082,724 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Travel + Leisure Co.
EIN
20-0052541
Plan number
001
Plan type
2
Location
Orlando, FL
Latest filing year
2023
Participants
12,746
End-of-year plan assets
$865,082,724

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,746H, C20240702100958NAL0004842769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$865,082,724
Total liabilities (EOY)
$320,125
Net assets (EOY)
$864,762,599
Net assets (BOY)
$730,837,488

Income & contributions

Employer contributions
$32,201,689
Participant contributions
$46,251,154
Total contributions
$82,691,391
Total income / additions
$220,125,221

Expenses & distributions

Benefits paid
$82,663,668
Administrative expenses
$1,058,541
Total expenses
$86,200,110
Net increase / (decrease)
$133,925,111

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$767,964$02023
Eisneramper, LlpACCOUNTANT$63,000not reported in the loaded dataset2023
Clearstead Advisors, LLCCONSULTANT$38,625not reported in the loaded dataset2023

Related Form 5500 pages