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LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 401k Plan overview

Plan NameLOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN
Plan identification number 001

LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LOEWS HOTELS AT UNIVERSAL ORLANDO RESORT has sponsored the creation of one or more 401k plans.

Company Name:LOEWS HOTELS AT UNIVERSAL ORLANDO RESORT
Employer identification number (EIN):593512023
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN MCCRARY
0012016-01-01JOHN MCCRARY
0012015-01-01JOHN MCCRARY
0012014-01-01JOHN MCCRARY
0012013-01-01JOHN MCCRARY
0012012-01-01KELLY MONTGOMERY
0012011-01-01KELLY MONTGOMERY
0012010-01-01KELLY MONTGOMERY
0012009-01-01KELLY MONTGOMERY

Plan Statistics for LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN

401k plan membership statisitcs for LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN

Measure Date Value
2019: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,745
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,593
Total number of active participants reported on line 7a of the Form 55002018-01-012,477
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01191
Total of all active and inactive participants2018-01-012,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-012,671
Number of participants with account balances2018-01-011,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0176
2017: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,135
Total number of active participants reported on line 7a of the Form 55002017-01-012,329
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01194
Total of all active and inactive participants2017-01-012,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,526
Number of participants with account balances2017-01-011,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0157
2016: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,984
Total number of active participants reported on line 7a of the Form 55002016-01-011,930
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01170
Total of all active and inactive participants2016-01-012,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,103
Number of participants with account balances2016-01-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0131
2015: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,647
Total number of active participants reported on line 7a of the Form 55002015-01-011,753
Number of retired or separated participants receiving benefits2015-01-0128
Number of other retired or separated participants entitled to future benefits2015-01-01136
Total of all active and inactive participants2015-01-011,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,918
Number of participants with account balances2015-01-01884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,645
Total number of active participants reported on line 7a of the Form 55002014-01-011,450
Number of retired or separated participants receiving benefits2014-01-0124
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-011,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,594
Number of participants with account balances2014-01-01773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,670
Total number of active participants reported on line 7a of the Form 55002013-01-011,624
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-01118
Total of all active and inactive participants2013-01-011,762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,762
Number of participants with account balances2013-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0140
2012: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,787
Total number of active participants reported on line 7a of the Form 55002012-01-011,561
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01109
Total of all active and inactive participants2012-01-011,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,670
Number of participants with account balances2012-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,637
Total number of active participants reported on line 7a of the Form 55002011-01-011,585
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-011,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,669
Number of participants with account balances2011-01-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,744
Total number of active participants reported on line 7a of the Form 55002010-01-011,545
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0170
Total of all active and inactive participants2010-01-011,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,615
Number of participants with account balances2010-01-01654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,726
Total number of active participants reported on line 7a of the Form 55002009-01-011,652
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-011,722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,722
Number of participants with account balances2009-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN

Measure Date Value
2019 : LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$35,298,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,280,802
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,065,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,009,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,273,564
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$28,083,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,557
Total interest from all sources2019-12-31$309,436
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,425,416
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,481,231
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$33,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,215,394
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,083,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,571,686
Interest on participant loans2019-12-31$83,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$225,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,030,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,697,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,814,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,009,851
Contract administrator fees2019-12-31$55,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOORE STEPHENS LOVEKACE, PA
Accountancy firm EIN2019-12-31593070669
2018 : LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,461,227
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,205,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,135,790
Expenses. Certain deemed distributions of participant loans2018-12-31$-21,705
Value of total corrective distributions2018-12-31$39,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,454,626
Value of total assets at end of year2018-12-31$28,083,088
Value of total assets at beginning of year2018-12-31$27,826,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,739
Total interest from all sources2018-12-31$94,519
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,804,989
Participant contributions at end of year2018-12-31$1,481,231
Participant contributions at beginning of year2018-12-31$1,201,345
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$239,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$256,199
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,083,088
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,826,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,571,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,830,698
Interest on participant loans2018-12-31$65,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$29,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,030,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,794,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,087,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,410,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,135,790
Contract administrator fees2018-12-31$51,739
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2018-12-31593070669
2017 : LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,245,431
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,545,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,427,797
Expenses. Certain deemed distributions of participant loans2017-12-31$14,721
Value of total corrective distributions2017-12-31$61,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,429,905
Value of total assets at end of year2017-12-31$27,826,889
Value of total assets at beginning of year2017-12-31$22,127,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,488
Total interest from all sources2017-12-31$99,063
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,244,918
Participant contributions at end of year2017-12-31$1,201,345
Participant contributions at beginning of year2017-12-31$1,089,385
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$132,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,699,847
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,826,889
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,127,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,830,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,453,213
Interest on participant loans2017-12-31$52,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$46,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,794,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,584,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,716,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,052,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,427,797
Contract administrator fees2017-12-31$41,488
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2017-12-31593070669
2016 : LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,157,111
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,912,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,837,147
Expenses. Certain deemed distributions of participant loans2016-12-31$23,950
Value of total corrective distributions2016-12-31$6,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,811,840
Value of total assets at end of year2016-12-31$22,127,042
Value of total assets at beginning of year2016-12-31$19,881,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,872
Total interest from all sources2016-12-31$22,070
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,813,924
Participant contributions at end of year2016-12-31$1,089,385
Participant contributions at beginning of year2016-12-31$929,694
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$104,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,245,080
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,127,042
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,881,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,453,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,612,315
Interest on participant loans2016-12-31$49,428
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-27,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,584,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,339,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,323,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$893,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,837,147
Contract administrator fees2016-12-31$44,872
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2016-12-31593070669
2015 : LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,384,617
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,361,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,333,514
Value of total corrective distributions2015-12-31$3,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,433,020
Value of total assets at end of year2015-12-31$19,881,962
Value of total assets at beginning of year2015-12-31$18,858,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,744
Total interest from all sources2015-12-31$76,276
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,592,240
Participant contributions at end of year2015-12-31$929,694
Participant contributions at beginning of year2015-12-31$881,546
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$97,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,023,052
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,881,962
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,858,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,612,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,904,825
Interest on participant loans2015-12-31$51,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$25,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,339,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,072,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-124,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$743,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,333,514
Contract administrator fees2015-12-31$24,744
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2015-12-31593070669
2014 : LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$67,236
Total income from all sources (including contributions)2014-12-31$2,992,395
Total loss/gain on sale of assets2014-12-31$102,216
Total of all expenses incurred2014-12-31$1,658,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,632,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,077,345
Value of total assets at end of year2014-12-31$18,858,910
Value of total assets at beginning of year2014-12-31$17,592,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,278
Total interest from all sources2014-12-31$85,308
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,393,553
Participant contributions at end of year2014-12-31$881,546
Participant contributions at beginning of year2014-12-31$996,860
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$67,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,333,437
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,858,910
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,525,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,904,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,500,130
Interest on participant loans2014-12-31$64,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$20,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,072,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,095,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$727,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$683,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,632,680
Contract administrator fees2014-12-31$26,278
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$102,216
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2014-12-31593070669
2013 : LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$67,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,658,729
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,431,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,405,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,997,738
Value of total assets at end of year2013-12-31$17,592,709
Value of total assets at beginning of year2013-12-31$14,298,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,590
Total interest from all sources2013-12-31$82,113
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$85,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$85,369
Administrative expenses professional fees incurred2013-12-31$25,590
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,261,322
Participant contributions at end of year2013-12-31$996,860
Participant contributions at beginning of year2013-12-31$843,706
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$1,600
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$92,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$67,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,227,409
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,525,473
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,298,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,500,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,191,991
Interest on participant loans2013-12-31$76,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,260,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,260,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,095,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,493,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$644,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,405,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2013-12-31593070669
2012 : LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,605,374
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,337,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,314,585
Value of total corrective distributions2012-12-31$206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,989,668
Value of total assets at end of year2012-12-31$14,298,065
Value of total assets at beginning of year2012-12-31$12,029,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,440
Total interest from all sources2012-12-31$71,608
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$193,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$193,690
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,255,372
Participant contributions at end of year2012-12-31$843,705
Participant contributions at beginning of year2012-12-31$805,324
Participant contributions at end of year2012-12-31$1,600
Participant contributions at beginning of year2012-12-31$40,497
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$121,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,268,143
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,298,065
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,029,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,191,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,228,160
Interest on participant loans2012-12-31$71,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,260,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,934,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,934,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,350,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$613,133
Employer contributions (assets) at beginning of year2012-12-31$21,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,314,585
Contract administrator fees2012-12-31$22,440
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2012-12-31593070669
2011 : LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,479,305
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,182,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,164,103
Value of total corrective distributions2011-12-31$663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,772,787
Value of total assets at end of year2011-12-31$12,029,922
Value of total assets at beginning of year2011-12-31$11,732,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,310
Total interest from all sources2011-12-31$70,246
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$162,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$162,389
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,130,876
Participant contributions at end of year2011-12-31$805,324
Participant contributions at beginning of year2011-12-31$804,607
Participant contributions at end of year2011-12-31$40,497
Participant contributions at beginning of year2011-12-31$34,818
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$59,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$297,229
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,029,922
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,732,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,228,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,404,351
Interest on participant loans2011-12-31$70,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,934,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,470,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,470,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-526,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$582,811
Employer contributions (assets) at end of year2011-12-31$21,684
Employer contributions (assets) at beginning of year2011-12-31$18,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,164,103
Contract administrator fees2011-12-31$17,310
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2011-12-31593070669
2010 : LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,708,675
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,010,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$992,298
Value of total corrective distributions2010-12-31$1,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,646,138
Value of total assets at end of year2010-12-31$11,732,694
Value of total assets at beginning of year2010-12-31$10,034,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,925
Total interest from all sources2010-12-31$71,836
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$165,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$165,766
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,079,806
Participant contributions at end of year2010-12-31$804,607
Participant contributions at beginning of year2010-12-31$690,093
Participant contributions at end of year2010-12-31$34,818
Participant contributions at beginning of year2010-12-31$31,901
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$31,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,698,171
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,732,694
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,034,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,404,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,919,390
Interest on participant loans2010-12-31$63,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,470,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,375,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,375,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$824,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$534,525
Employer contributions (assets) at end of year2010-12-31$18,593
Employer contributions (assets) at beginning of year2010-12-31$18,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$992,298
Contract administrator fees2010-12-31$16,925
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOORE STEPHENS LOVELACE, PA
Accountancy firm EIN2010-12-31593070669
2009 : LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN

2019: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOEWS HOTELS AT UNIVERSAL ORLANDO 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810024
Policy instance 1
Insurance contract or identification number810024
Number of Individuals Covered1665
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $61,751
Total amount of fees paid to insurance companyUSD $15,025
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,751
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810024
Policy instance 1
Insurance contract or identification number810024
Number of Individuals Covered1325
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $81,625
Total amount of fees paid to insurance companyUSD $13,818
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,625
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810024
Policy instance 1
Insurance contract or identification number810024
Number of Individuals Covered1206
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $70,786
Total amount of fees paid to insurance companyUSD $11,334
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,786
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameDCS RETIREMENT GROUP, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810024
Policy instance 1
Insurance contract or identification number810024
Number of Individuals Covered883
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $64,664
Total amount of fees paid to insurance companyUSD $9,137
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $64,664
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameDCS RETIREMENT GROUP, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810024
Policy instance 1
Insurance contract or identification number810024
Number of Individuals Covered775
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $17,549
Total amount of fees paid to insurance companyUSD $52,857
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees52857
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
Insurance broker nameMORGAN STANLEY SMITH BARNEY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810024
Policy instance 1
Insurance contract or identification number810024
Number of Individuals Covered795
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $80,218
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $80,218
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY

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