Herschend Family Entertainment Welfare Benefit Plan — Form 5500 plan (Herschend Entertainment Company, LLC)
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, Herschend Family Entertainment Welfare Benefit Plan is a benefit plan reported by Herschend Entertainment Company, LLC under EIN 46-3014631 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,622 participants and $5,624,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herschend Entertainment Company, LLC
- EIN
- 46-3014631
- Plan number
- 501
- Plan type
- 2
- Location
- Branson, MO
- Latest filing year
- 2023
- Participants
- 1,622
- End-of-year plan assets
- $5,624,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,622 | H, C | 20241014094503NAL0013079251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,624,285
- Total liabilities (EOY)
- $549,288
- Net assets (EOY)
- $5,074,997
- Net assets (BOY)
- $4,454,887
Income & contributions
- Employer contributions
- $14,759,261
- Participant contributions
- $6,086,906
- Total contributions
- $22,539,989
- Total income / additions
- $22,540,886
Expenses & distributions
- Benefits paid
- $21,010,524
- Administrative expenses
- $910,252
- Total expenses
- $21,920,776
- Net increase / (decrease)
- $620,110
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optum Rx Inc. | NONE | $6,592,844 | $18,727 | 2023 |
| Humana Insurance Company | NONE | $642,378 | $0 | 2023 |
| Metropolitan Life Insurance Company | NONE | $102,645 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herschend Entertainment Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Branson, MO
- Optum Rx Inc. — Schedule C compensation
- Humana Insurance Company — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation