2023 Form 5500 filing — Princess Cruises Retirement Savings Plan
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 20241011182219NAL0039769264001) for Princess Cruises Retirement Savings Plan, reported by Princess Cruise Lines, Ltd. under EIN 98-0215899 and plan number 002. It reports 3,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011182219NAL0039769264001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Princess Cruise Lines, Ltd.
- EIN
- 98-0215899
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 3,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $322,917,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $322,917,964
- Employer contributions
- $6,463,613
- Participant contributions
- $12,565,618
- Total income / additions
- $70,952,467
- Benefits paid
- $28,667,370
- Administrative expenses
- $343,405
- Total expenses
- $29,048,480
- Net increase / (decrease)
- $41,903,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $187,232 | $0 |
| Winston & Strawn Llp | LEGAL | $77,122 | not reported in the loaded dataset |
| Ubs Financial Service | INVESTMENT ADVISORY | $32,500 | not reported in the loaded dataset |
| Usi Consulting Group | CONSULTANT | $28,652 | not reported in the loaded dataset |
| Sweeney Conrad,P.S | ACCOUNTANT | $22,660 | not reported in the loaded dataset |