Fluidra North America Retirement Plan — Form 5500 plan (Fluidra North America)

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, Fluidra North America Retirement Plan is a benefit plan reported by Fluidra North America under EIN 81-4198874 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,664 participants and $89,456,337 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fluidra North America
EIN
81-4198874
Plan number
001
Plan type
2
Location
Carlsbad, CA
Latest filing year
2023
Participants
1,664
End-of-year plan assets
$89,456,337

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,664H, C20240912174121NAL0010481441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$89,456,337
Total liabilities (EOY)
$0
Net assets (EOY)
$89,456,337
Net assets (BOY)
$76,764,330

Income & contributions

Employer contributions
$2,987,502
Participant contributions
$6,313,548
Total contributions
$10,122,372
Total income / additions
$24,308,932

Expenses & distributions

Benefits paid
$11,352,078
Administrative expenses
$254,598
Total expenses
$11,616,925
Net increase / (decrease)
$12,692,007

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$128,331$02023
MercerRETAINED BY EMPLOYER$61,250not reported in the loaded dataset2023
Zodiac Pool Systems LLCRETAINED BY EMPLOYER$14,000not reported in the loaded dataset2023

Related Form 5500 pages