Tui Usa 401(K) Plan — Form 5500 plan (Intercruises Shoreside & Port Services, 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, Tui Usa 401(K) Plan is a benefit plan reported by Intercruises Shoreside & Port Services, Inc. under EIN 26-3996323 and plan number 001. The latest loaded filing year is 2023. The filing reports 820 participants and $4,862,482 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.9MPlan net assets, end of year$4,862,482
Participants820Covered participants reported
Assets / participant$5.9KComputed: assets ÷ participants$5,930 (computed)
Provider compensation$76.8K4 Schedule C provider row(s)$76,841
- Plan sponsor
- Intercruises Shoreside & Port Services, Inc.
- EIN
- 26-3996323
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 820 | H, C | 20250425094251NAL0019131746001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,862,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,862,482
- Net assets (BOY)
- $3,883,932
Income & contributions
- Employer contributions
- $210,828
- Participant contributions
- $607,260
- Total contributions
- $950,836
- Total income / additions
- $1,568,978
Expenses & distributions
- Benefits paid
- $498,925
- Administrative expenses
- $76,842
- Total expenses
- $590,428
- Net increase / (decrease)
- $978,550
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,090 | $0 | 2023 |
| Resource Investment | INVESTMENT ADVISORY | $16,751 | not reported in the loaded dataset | 2023 |
| Purvis, Gray And Company | ACCOUNTANT | $9,000 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intercruises Shoreside & Port Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Principal Life Insurance Company — Schedule C compensation
- Resource Investment — Schedule C compensation
- Purvis, Gray And Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation