Universal Orlando 401(K) Retirement Plan — Form 5500 plan (Universal City Development Partners, Ltd Universal Orlando)
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, Universal Orlando 401(K) Retirement Plan is a benefit plan reported by Universal City Development Partners, Ltd Universal Orlando under EIN 59-3128514 and plan number 001. The latest loaded filing year is 2023. The filing reports 21,069 participants and $661,233,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal City Development Partners, Ltd Universal Orlando
- EIN
- 59-3128514
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 21,069
- End-of-year plan assets
- $661,233,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,069 | H, C | 20241004100643NAL0022408354004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $661,233,232
- Net assets (EOY)
- $661,233,232
- Net assets (BOY)
- $512,592,349
Income & contributions
- Employer contributions
- $36,121,008
- Participant contributions
- $51,298,907
- Total contributions
- $94,113,745
- Total income / additions
- $196,800,185
Expenses & distributions
- Benefits paid
- $47,865,546
- Administrative expenses
- $293,756
- Total expenses
- $48,159,302
- Net increase / (decrease)
- $148,640,883
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inves Inst Opers Co, Inc | RECORDKEEPER | $236,837 | $0 | 2023 |
| Financial Engines | ADVISOR | $42,926 | not reported in the loaded dataset | 2023 |
| Sb & Company, LLC | not reported in the loaded dataset | $14,393 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal City Development Partners, Ltd Universal Orlando
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Fidelity Inves Inst Opers Co, Inc — Schedule C compensation
- Financial Engines — Schedule C compensation
- Sb & Company, LLC — Schedule C compensation