2023 Form 5500 filing — Cruise, LLC Retirement Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927154229NAL0001166627001) for Cruise, LLC Retirement Trust, reported by Cruise, LLC under EIN 38-3995716 and plan number 001. It reports 3,777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$365.6MReported net assets$365,632,691
Participants3.8K3,777
Provider compensation$119K1 Schedule C row(s)$118,974
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927154229NAL0001166627001
Plan sponsor
Cruise, LLC
EIN
38-3995716
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$365.6M total assets
Net assets$365.6MLiabilities$0
Money in vs. money out
Total income / additions$170.2M
Total expenses$18.4M
Benefits paid / distributions$18.2M
Contributions
Employer$30.1M
Participant$68.2M
Full reported line items
Total assets (EOY)
$365,632,691
Total liabilities (EOY)
$0
Net assets (EOY)
$365,632,691
Employer contributions
$30,086,870
Participant contributions
$68,166,466
Total income / additions
$170,213,515
Benefits paid
$18,187,675
Administrative expenses
$118,974
Total expenses
$18,406,764
Net increase / (decrease)
$151,806,751
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $119K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927154229NAL0001166627001 cover?
It is the 2023 Form 5500 filing for Cruise, LLC Retirement Trust, reported by Cruise, LLC (EIN 38-3995716).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages