Plan5500

Caneel Bay Resort Retirement Income Plan — Form 5500 plan (Cbi Acquisitions, 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, Caneel Bay Resort Retirement Income Plan is a benefit plan reported by Cbi Acquisitions, LLC under EIN 66-0634470 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $309,333 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cbi Acquisitions, LLC
EIN
66-0634470
Plan number
001
Plan type
2
Location
St. John, VI
Latest filing year
2023
Participants
178
End-of-year plan assets
$309,333

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241015152743NAL0028932017003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$309,333
Net assets (EOY)
$309,333
Net assets (BOY)
$3,114,578

Income & contributions

Total income / additions
$204,973

Expenses & distributions

Benefits paid
$2,886,499
Administrative expenses
$123,719
Total expenses
$3,010,218
Net increase / (decrease)
-$2,805,245

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit ServicesNONE$54,667not reported in the loaded dataset2023

Related Form 5500 pages