401k Plan data: UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN plan

UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN
Plan identification number	001

UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVERSAL CITY STUDIOS LLLP has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSAL CITY STUDIOS LLLP

Employer identification number (EIN): 753052389

NAIC Classification: 512100
NAIC Description: Motion Picture and Video Industries

Additional information about UNIVERSAL CITY STUDIOS LLLP

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 630910

More information about UNIVERSAL CITY STUDIOS LLLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JOSEPH PITRA 2018-07-31
001 2016-01-01 JOSEPH PITRA 2017-09-07 JOSEPH PITRA 2017-09-07
001 2015-01-01 ALAYNE GATTI 2016-09-22 ALAYNE GATTI 2016-09-22
001 2014-01-01 FRANK CASTROFILIPPO 2015-10-08 FRANK CASTROFILIPPO 2015-10-08
001 2013-01-01 FRANK CASTROFILIPPO 2014-10-02 FRANK CASTROFILIPPO 2014-10-02
001 2012-01-01 JAIME ERICKSON 2013-06-07
001 2011-01-01 KATHI LYNCH
001 2010-01-01 KATHI LYNCH
001 2009-01-01 KENNETH KAHRS
001 2009-01-01 KATHI LYNCH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JOSEPH PITRA	2018-07-31
001	2016-01-01	JOSEPH PITRA	2017-09-07	JOSEPH PITRA	2017-09-07
001	2015-01-01	ALAYNE GATTI	2016-09-22	ALAYNE GATTI	2016-09-22
001	2014-01-01	FRANK CASTROFILIPPO	2015-10-08	FRANK CASTROFILIPPO	2015-10-08
001	2013-01-01	FRANK CASTROFILIPPO	2014-10-02	FRANK CASTROFILIPPO	2014-10-02
001	2012-01-01	JAIME ERICKSON	2013-06-07
001	2011-01-01	KATHI LYNCH
001	2010-01-01	KATHI LYNCH
001	2009-01-01	KENNETH KAHRS
001	2009-01-01	KATHI LYNCH

Plan Statistics for UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN

Measure Date Value
2011: UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 687
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,009
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,009
Number of participants with account balances 2011-01-01 21
2010: UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 687
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 687
Number of participants with account balances 2010-01-01 22
2009: UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	687
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,009
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,009
Number of participants with account balances	2011-01-01	21
2010: UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	687
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	687
Number of participants with account balances	2010-01-01	22
2009: UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN

Measure	Date	Value
2011 : UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,717
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	$15,192
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$15,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$13,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$14,231
Value of total assets at end of year	2011-12-31	$210,090
Value of total assets at beginning of year	2011-12-31	$208,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,017
Total interest from all sources	2011-12-31	$385
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,441
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$14,231
Participant contributions at end of year	2011-12-31	$28,851
Participant contributions at beginning of year	2011-12-31	$6,046
Participant contributions at end of year	2011-12-31	$633
Participant contributions at beginning of year	2011-12-31	$2,438
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$1,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$153
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$208,373
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$208,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$133,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$153,517
Interest on participant loans	2011-12-31	$385
Value of interest in common/collective trusts at end of year	2011-12-31	$46,929
Value of interest in common/collective trusts at beginning of year	2011-12-31	$46,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-3,653
Net investment gain or loss from common/collective trusts	2011-12-31	$1,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$13,022
Contract administrator fees	2011-12-31	$2,017
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2011-12-31	133891517
2010 : UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$59,130
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$9,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$9,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$39,064
Value of total assets at end of year	2010-12-31	$208,220
Value of total assets at beginning of year	2010-12-31	$158,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$689
Total interest from all sources	2010-12-31	$230
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,838
Total income from all sources	2010-12-31	$2,424
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$137,087
Total plan assets at beginning of year	2010-12-31	$134,663
Value of fidelity bond covering the plan	2010-12-31	$50,000,000
Other income received	2010-12-31	$2,424
Net income (gross income less expenses)	2010-12-31	$2,424
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$137,087
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$134,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,838
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$90,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$39,064
Participant contributions at end of year	2010-12-31	$6,046
Participant contributions at beginning of year	2010-12-31	$7,272
Participant contributions at end of year	2010-12-31	$2,438
Participant contributions at beginning of year	2010-12-31	$1,267
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$7
Administrative expenses (other) incurred	2010-12-31	$689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$49,367
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$208,220
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$158,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$153,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$119,413
Interest on participant loans	2010-12-31	$230
Value of interest in common/collective trusts at end of year	2010-12-31	$46,217
Value of interest in common/collective trusts at beginning of year	2010-12-31	$30,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$15,838
Net investment gain or loss from common/collective trusts	2010-12-31	$2,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$9,074
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG LLP
Accountancy firm EIN	2010-12-31	135565207
2009 : UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN

2011: UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSAL CITY STUDIOS, LLLP EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	UNIVERSAL CITY STUDIOS LLLP
Employer identification number (EIN):	753052389
NAIC Classification:	512100
NAIC Description:	Motion Picture and Video Industries

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	630910