2023 Form 5500 filing — Caneel Bay Resort Retirement Income 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 20241015152743NAL0028932017003) for Caneel Bay Resort Retirement Income Plan, reported by Cbi Acquisitions, LLC under EIN 66-0634470 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152743NAL0028932017003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cbi Acquisitions, LLC
- EIN
- 66-0634470
- Plan number
- 001
- Location
- St. John, VI
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $309,333
- Net assets (EOY)
- $309,333
- Total income / additions
- $204,973
- Benefits paid
- $2,886,499
- Administrative expenses
- $123,719
- Total expenses
- $3,010,218
- Net increase / (decrease)
- -$2,805,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services | NONE | $54,667 | not reported in the loaded dataset |