David A. Straz Jr. Center For The Performing Arts Retirement Plan — Form 5500 plan (Tampa Bay Performing Arts Center Inc., Dba David A. Straz Jr. Center)
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, David A. Straz Jr. Center For The Performing Arts Retirement Plan is a benefit plan reported by Tampa Bay Performing Arts Center Inc., Dba David A. Straz Jr. Center under EIN 59-2037085 and plan number 001. The latest loaded filing year is 2023. The filing reports 747 participants and $12,906,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tampa Bay Performing Arts Center Inc., Dba David A. Straz Jr. Center
- EIN
- 59-2037085
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 747
- End-of-year plan assets
- $12,906,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 747 | H, C | 20241008081905NAL0028146464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,906,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,906,011
- Net assets (BOY)
- $12,322,119
Income & contributions
- Employer contributions
- $490,886
- Participant contributions
- $545,118
- Total contributions
- $1,120,981
- Total income / additions
- $2,972,819
Expenses & distributions
- Benefits paid
- $2,307,684
- Administrative expenses
- $81,243
- Total expenses
- $2,388,927
- Net increase / (decrease)
- $583,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $47,068 | $0 | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $22,333 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $12,027 | $4,466 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $264 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tampa Bay Performing Arts Center Inc., Dba David A. Straz Jr. Center
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation