Royal Caribbean Cruises Ltd. Ret. Savings Plan — Form 5500 plan (Royal Caribbean Cruises Ltd.)
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, Royal Caribbean Cruises Ltd. Ret. Savings Plan is a benefit plan reported by Royal Caribbean Cruises Ltd. under EIN 98-0081645 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,377 participants and $678,588,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royal Caribbean Cruises Ltd.
- EIN
- 98-0081645
- Plan number
- 003
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 6,377
- End-of-year plan assets
- $678,588,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,377 | H, C | 20240918101118NAL0002465603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $678,588,465
- Total liabilities (EOY)
- $209,389
- Net assets (EOY)
- $678,379,076
- Net assets (BOY)
- $572,949,041
Income & contributions
- Employer contributions
- $21,362,300
- Participant contributions
- $26,633,257
- Total contributions
- $50,909,651
- Total income / additions
- $145,813,235
Expenses & distributions
- Benefits paid
- $39,863,193
- Administrative expenses
- $520,007
- Total expenses
- $40,383,200
- Net increase / (decrease)
- $105,430,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $503,784 | not reported in the loaded dataset | 2023 |
| Charles Schwabtrust Bank | NONE | $0 | $57,600 | 2023 |
| Russell Investments Trust Company | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Royal Caribbean Cruises Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Milliman, Inc. — Schedule C compensation
- Charles Schwabtrust Bank — Schedule C compensation
- Russell Investments Trust Company — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation