Jacuzzi Brands Corp. Pension Plan — Form 5500 plan (Jacuzzi Brands Corp.)
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, Jacuzzi Brands Corp. Pension Plan is a benefit plan reported by Jacuzzi Brands Corp. under EIN 20-8158665 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $13,224,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jacuzzi Brands Corp.
- EIN
- 20-8158665
- Plan number
- 002
- Plan type
- 2
- Location
- Chino Hills, CA
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $13,224,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241008162501NAL0008575171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,224,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,224,962
- Net assets (BOY)
- $11,875,153
Income & contributions
- Employer contributions
- $499,861
- Total contributions
- $499,861
- Total income / additions
- $2,216,204
Expenses & distributions
- Benefits paid
- $678,926
- Administrative expenses
- $187,469
- Total expenses
- $866,395
- Net increase / (decrease)
- $1,349,809
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $45,990 | not reported in the loaded dataset | 2023 |
| Empower Capital Management, LLC | NONE | $18,059 | not reported in the loaded dataset | 2023 |