Clubcorp Individual Investment Plan — Form 5500 plan (Clubcorp Usa, 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, Clubcorp Individual Investment Plan is a benefit plan reported by Clubcorp Usa, Inc. under EIN 75-2114856 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,622 participants and $77,266,297 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clubcorp Usa, Inc.
EIN
75-2114856
Plan number
002
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
14,622
End-of-year plan assets
$77,266,297

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,622H, C20241008150625NAL0016912289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,266,297
Total liabilities (EOY)
$681,130
Net assets (EOY)
$76,585,167
Net assets (BOY)
$70,141,719

Income & contributions

Participant contributions
$4,149,622
Total contributions
$5,329,811
Total income / additions
$18,079,315

Expenses & distributions

Benefits paid
$10,863,282
Administrative expenses
$91,455
Total expenses
$11,635,867
Net increase / (decrease)
$6,443,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$190,140not reported in the loaded dataset2023
Charles Schwab BankNONE$0$28,5762023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages