2023 Form 5500 filing — Herschend Family Entertainment Welfare Benefit 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 20241014094503NAL0013079251001) for Herschend Family Entertainment Welfare Benefit Plan, reported by Herschend Entertainment Company, LLC under EIN 46-3014631 and plan number 501. It reports 1,622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094503NAL0013079251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herschend Entertainment Company, LLC
- EIN
- 46-3014631
- Plan number
- 501
- Location
- Branson, MO
- Participants
- 1,622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,624,285
- Total liabilities (EOY)
- $549,288
- Net assets (EOY)
- $5,074,997
- Employer contributions
- $14,759,261
- Participant contributions
- $6,086,906
- Total income / additions
- $22,540,886
- Benefits paid
- $21,010,524
- Administrative expenses
- $910,252
- Total expenses
- $21,920,776
- Net increase / (decrease)
- $620,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optum Rx Inc. | NONE | $6,592,844 | $18,727 |
| Humana Insurance Company | NONE | $642,378 | $0 |
| Metropolitan Life Insurance Company | NONE | $102,645 | $0 |