Carnival Qualified Retirement Plan — Form 5500 plan (Carnival Corporation)
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, Carnival Qualified Retirement Plan is a benefit plan reported by Carnival Corporation under EIN 59-1562976 and plan number 001. The latest loaded filing year is 2023. The filing reports 486 participants and $9,297,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carnival Corporation
- EIN
- 59-1562976
- Plan number
- 001
- Plan type
- 2
- Location
- Doral, FL
- Latest filing year
- 2023
- Participants
- 486
- End-of-year plan assets
- $9,297,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 486 | H, C | 20241015144438NAL0048465760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,297,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,297,919
- Net assets (BOY)
- $9,986,811
Income & contributions
- Employer contributions
- $63,000
- Participant contributions
- $0
- Total contributions
- $63,000
- Total income / additions
- $972,955
Expenses & distributions
- Benefits paid
- $1,319,215
- Administrative expenses
- $342,632
- Total expenses
- $1,661,847
- Net increase / (decrease)
- -$688,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Winston & Strawn Llp | LEGAL | $198,264 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARY | $120,368 | not reported in the loaded dataset | 2023 |
| Berkowitz Pollack Brant | AUDIT | $24,000 | not reported in the loaded dataset | 2023 |