Plan Snapshot
- Plan Sponsor: Rosen Hotels & Resorts, INC.
- Sponsor EIN: 591536217
- Sponsor Address: 4000 DESTINATION PARKWAY, ORLANDO, FL, 32819
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 2,384
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,384 | $0 | $0 | $0 |
| 2024 | 2,411 | $0 | $0 | $0 |
| 2023 | 2,229 | $0 | $0 | $0 |
| 2022 | 1,993 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WEBTPA EMPLOYER SERVICES INC | Other Service Provider | $777,680 | — | $777,680 |
| APEX HEALTH LLC | Other Service Provider | $217,116 | — | $217,116 |
| EVOLUTIONS HEALTHCARE SYSTEMS | Other Service Provider | $171,540 | — | $171,540 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,166,336
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |