Rosen Hotels And Resorts, Inc. Employees Savings Trust — Form 5500 plan (Rosen Hotels & Resorts, 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, Rosen Hotels And Resorts, Inc. Employees Savings Trust is a benefit plan reported by Rosen Hotels & Resorts, Inc. under EIN 59-1536217 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,113 participants and $82,003,274 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$82MPlan net assets, end of year$82,003,274
Participants4.1KCovered participants reported4,113
Assets / participant$19.9KComputed: assets ÷ participants$19,938 (computed)
Provider compensation$85K3 Schedule C provider row(s)$85,000
- Plan sponsor
- Rosen Hotels & Resorts, Inc.
- EIN
- 59-1536217
- Plan number
- 003
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,113 | H, C | 20241007122809NAL0027415472001 |
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)$82M total assets
Net assets$82MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $82,003,274
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,003,274
- Net assets (BOY)
- $64,440,271
Income & contributions
- Employer contributions
- $3,018,384
- Participant contributions
- $8,445,601
- Total contributions
- $11,984,551
- Total income / additions
- $22,036,880
Expenses & distributions
- Benefits paid
- $4,049,868
- Administrative expenses
- $269,065
- Total expenses
- $4,473,877
- Net increase / (decrease)
- $17,563,003
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 assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Carol Zmuda Pa | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $0 | $0 | 2023 |