Rosen Hotels And Resorts, Inc. Employees Savings Trust — Form 5500 plan (Rosen Hotels & 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, Rosen Hotels And Resorts, Inc. Employees Savings Trust is a benefit plan reported by Rosen Hotels & Resorts, Inc. under EIN 59-1536217 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,113 participants and $82,003,274 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$82MPlan net assets, end of year$82,003,274
Participants4.1KCovered participants reported4,113
Assets / participant$19.9KComputed: assets ÷ participants$19,938 (computed)
Provider compensation$85K3 Schedule C provider row(s)$85,000
Plan sponsor
Rosen Hotels & Resorts, Inc.
EIN
59-1536217
Plan number
003
Plan type
2
Location
Orlando, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,113H, C20241007122809NAL0027415472001
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)$82M total assets
Net assets$82MLiabilities$0
Money in vs. money out
Total income / additions$22M
Total expenses$4.5M
Benefits paid / distributions$4M
Contributions
Employer$3M
Participant$8.4M
Full reported line items

Net assets

Total assets (EOY)
$82,003,274
Total liabilities (EOY)
$0
Net assets (EOY)
$82,003,274
Net assets (BOY)
$64,440,271

Income & contributions

Employer contributions
$3,018,384
Participant contributions
$8,445,601
Total contributions
$11,984,551
Total income / additions
$22,036,880

Expenses & distributions

Benefits paid
$4,049,868
Administrative expenses
$269,065
Total expenses
$4,473,877
Net increase / (decrease)
$17,563,003
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)
Employer 26%Participant 74%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncNONE$50,000not reported in the loaded dataset2023
Carol Zmuda PaNONE$35,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ONONE$0$02023

Related Form 5500 pages