Tui Usa 401(K) Plan — Form 5500 plan (Intercruises Shoreside & Port Services, 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, Tui Usa 401(K) Plan is a benefit plan reported by Intercruises Shoreside & Port Services, Inc. under EIN 26-3996323 and plan number 001. The latest loaded filing year is 2023. The filing reports 820 participants and $4,862,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intercruises Shoreside & Port Services, Inc.
- EIN
- 26-3996323
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 820
- End-of-year plan assets
- $4,862,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 820 | H, C | 20250425094251NAL0019131746001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,862,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,862,482
- Net assets (BOY)
- $3,883,932
Income & contributions
- Employer contributions
- $210,828
- Participant contributions
- $607,260
- Total contributions
- $950,836
- Total income / additions
- $1,568,978
Expenses & distributions
- Benefits paid
- $498,925
- Administrative expenses
- $76,842
- Total expenses
- $590,428
- Net increase / (decrease)
- $978,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,090 | $0 | 2023 |
| Resource Investment | INVESTMENT ADVISORY | $16,751 | not reported in the loaded dataset | 2023 |
| Purvis, Gray And Company | ACCOUNTANT | $9,000 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intercruises Shoreside & Port Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Principal Life Insurance Company — Schedule C compensation
- Resource Investment — Schedule C compensation
- Purvis, Gray And Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation