Princess Cruises Retirement Savings Plan — Form 5500 plan (Princess Cruise Lines, 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, Princess Cruises Retirement Savings Plan is a benefit plan reported by Princess Cruise Lines, Ltd. under EIN 98-0215899 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,038 participants and $322,917,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Princess Cruise Lines, Ltd.
- EIN
- 98-0215899
- Plan number
- 002
- Plan type
- 3
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 3,038
- End-of-year plan assets
- $322,917,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,038 | H, C | 20241011182219NAL0039769264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $322,917,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $322,917,964
- Net assets (BOY)
- $281,852,645
Income & contributions
- Employer contributions
- $6,463,613
- Participant contributions
- $12,565,618
- Total contributions
- $21,844,348
- Total income / additions
- $70,952,467
Expenses & distributions
- Benefits paid
- $28,667,370
- Administrative expenses
- $343,405
- Total expenses
- $29,048,480
- Net increase / (decrease)
- $41,903,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $187,232 | $0 | 2023 |
| Winston & Strawn Llp | LEGAL | $77,122 | not reported in the loaded dataset | 2023 |
| Ubs Financial Service | INVESTMENT ADVISORY | $32,500 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | CONSULTANT | $28,652 | not reported in the loaded dataset | 2023 |
| Sweeney Conrad,P.S | ACCOUNTANT | $22,660 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Princess Cruise Lines, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Principal Life Insurance Company — Schedule C compensation
- Winston & Strawn Llp — Schedule C compensation
- Ubs Financial Service — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Sweeney Conrad,P.S — Schedule C compensation