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UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSAL ORLANDO 401(K) RETIREMENT PLAN
Plan identification number 001

UNIVERSAL ORLANDO 401(K) RETIREMENT 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.
  • 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 DEVELOPMENT PARTNERS, LTD has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD
Employer identification number (EIN):593128514
NAIC Classification:713100
NAIC Description: Amusement Parks and Arcades

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOSEPH PITRA2023-10-09
0012021-01-01JOSEPH PITRA2022-09-28
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOSEPH PITRA
0012016-01-01JOSEPH PITRA
0012015-01-01SUE STECK
0012014-01-01SUE STECK
0012013-01-01SUE STECK
0012012-01-01SUE STECK SUE STECK2013-06-15
0012011-01-01SUE STECK
0012009-01-01SUE STECK SUE STECK2010-07-23

Plan Statistics for UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN

Measure Date Value
2022: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0117,810
Total number of active participants reported on line 7a of the Form 55002022-01-0119,075
Number of retired or separated participants receiving benefits2022-01-0152
Number of other retired or separated participants entitled to future benefits2022-01-011,923
Total of all active and inactive participants2022-01-0121,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-0121,069
Number of participants with account balances2022-01-0112,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0119,661
Total number of active participants reported on line 7a of the Form 55002021-01-0115,871
Number of retired or separated participants receiving benefits2021-01-0146
Number of other retired or separated participants entitled to future benefits2021-01-011,863
Total of all active and inactive participants2021-01-0117,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0121
Total participants2021-01-0117,801
Number of participants with account balances2021-01-0111,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0119,157
Total number of active participants reported on line 7a of the Form 55002020-01-0117,810
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-011,819
Total of all active and inactive participants2020-01-0119,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-0119,661
Number of participants with account balances2020-01-0110,946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118,171
Total number of active participants reported on line 7a of the Form 55002019-01-0118,109
Number of retired or separated participants receiving benefits2019-01-0130
Number of other retired or separated participants entitled to future benefits2019-01-011,011
Total of all active and inactive participants2019-01-0119,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-0119,157
Number of participants with account balances2019-01-0110,365
2018: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0116,761
Total number of active participants reported on line 7a of the Form 55002018-01-0117,236
Number of retired or separated participants receiving benefits2018-01-0121
Number of other retired or separated participants entitled to future benefits2018-01-01909
Total of all active and inactive participants2018-01-0118,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-0118,171
Number of participants with account balances2018-01-019,227
2017: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115,172
Total number of active participants reported on line 7a of the Form 55002017-01-0115,976
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01772
Total of all active and inactive participants2017-01-0116,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0116,761
Number of participants with account balances2017-01-018,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,624
Total number of active participants reported on line 7a of the Form 55002016-01-0114,447
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-01709
Total of all active and inactive participants2016-01-0115,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-0115,172
Number of participants with account balances2016-01-017,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113,079
Total number of active participants reported on line 7a of the Form 55002015-01-0112,625
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01982
Total of all active and inactive participants2015-01-0113,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0117
Total participants2015-01-0113,624
Number of participants with account balances2015-01-016,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,615
Total number of active participants reported on line 7a of the Form 55002014-01-0111,111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01842
Total of all active and inactive participants2014-01-0111,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115
Total participants2014-01-0111,968
Number of participants with account balances2014-01-015,822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,039
Total number of active participants reported on line 7a of the Form 55002013-01-0110,896
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01709
Total of all active and inactive participants2013-01-0111,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-0111,615
Number of participants with account balances2013-01-015,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,503
Total number of active participants reported on line 7a of the Form 55002012-01-0110,390
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01645
Total of all active and inactive participants2012-01-0111,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-0111,039
Number of participants with account balances2012-01-015,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,262
Total number of active participants reported on line 7a of the Form 55002011-01-018,887
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01610
Total of all active and inactive participants2011-01-019,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-019,503
Number of participants with account balances2011-01-014,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,783
Total number of active participants reported on line 7a of the Form 55002009-01-017,389
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01536
Total of all active and inactive participants2009-01-017,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017,925
Number of participants with account balances2009-01-014,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN

Measure Date Value
2022 : UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-18,848,730
Total of all expenses incurred2022-12-31$40,856,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$40,532,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$76,728,760
Value of total assets at end of year2022-12-31$512,592,349
Value of total assets at beginning of year2022-12-31$572,297,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$323,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$45,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$41,718,455
Participant contributions at end of year2022-12-31$935,039
Participant contributions at beginning of year2022-12-31$831,336
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,231,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-59,704,906
Value of net assets at end of year (total assets less liabilities)2022-12-31$512,592,349
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$572,297,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$38,360
Value of interest in master investment trust accounts at end of year2022-12-31$509,798,024
Value of interest in master investment trust accounts at beginning of year2022-12-31$570,319,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$29,778,398
Employer contributions (assets) at end of year2022-12-31$1,859,286
Employer contributions (assets) at beginning of year2022-12-31$1,146,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$40,532,231
Contract administrator fees2022-12-31$285,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SB & COMPANY, LLC
Accountancy firm EIN2022-12-31202153727
2021 : UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$128,754,506
Total of all expenses incurred2021-12-31$48,951,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$48,626,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$53,619,474
Value of total assets at end of year2021-12-31$572,297,255
Value of total assets at beginning of year2021-12-31$492,494,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$325,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$24,659
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$45,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$33,075,739
Participant contributions at end of year2021-12-31$831,336
Participant contributions at beginning of year2021-12-31$1,051,505
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,151,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$79,802,533
Value of net assets at end of year (total assets less liabilities)2021-12-31$572,297,255
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$492,494,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$33,983
Value of interest in master investment trust accounts at end of year2021-12-31$570,319,076
Value of interest in master investment trust accounts at beginning of year2021-12-31$490,038,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$17,392,324
Employer contributions (assets) at end of year2021-12-31$1,146,843
Employer contributions (assets) at beginning of year2021-12-31$1,405,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$48,626,773
Contract administrator fees2021-12-31$266,558
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SB & COMPANY, LLC
Accountancy firm EIN2021-12-31202153727
2020 : UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$72,531
Total transfer of assets from this plan2020-12-31$41,240
Total income from all sources (including contributions)2020-12-31$115,721,170
Total of all expenses incurred2020-12-31$53,230,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$52,955,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$52,650,595
Value of total assets at end of year2020-12-31$492,494,722
Value of total assets at beginning of year2020-12-31$429,972,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$274,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$45,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$32,074,506
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$117
Participant contributions at end of year2020-12-31$1,051,505
Participant contributions at beginning of year2020-12-31$664,808
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,083,930
Administrative expenses (other) incurred2020-12-31$274,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$62,490,947
Value of net assets at end of year (total assets less liabilities)2020-12-31$492,494,722
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$429,972,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$490,038,128
Value of interest in master investment trust accounts at beginning of year2020-12-31$428,297,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$17,492,159
Employer contributions (assets) at end of year2020-12-31$1,405,089
Employer contributions (assets) at beginning of year2020-12-31$1,010,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$52,955,701
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2020-12-31132781641
2019 : UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$400,872
Total income from all sources (including contributions)2019-12-31$129,624,229
Total income from all sources (including contributions)2019-12-31$129,624,229
Total of all expenses incurred2019-12-31$26,386,501
Total of all expenses incurred2019-12-31$26,386,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,152,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,152,227
Expenses. Certain deemed distributions of participant loans2019-12-31$3,662
Expenses. Certain deemed distributions of participant loans2019-12-31$3,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$51,344,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$51,344,351
Value of total assets at end of year2019-12-31$429,972,484
Value of total assets at end of year2019-12-31$429,972,484
Value of total assets at beginning of year2019-12-31$326,734,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$230,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$230,612
Total interest from all sources2019-12-31$125
Total interest from all sources2019-12-31$125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$45,000,000
Value of fidelity bond cover2019-12-31$45,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$29,664,374
Contributions received from participants2019-12-31$29,664,374
Participant contributions at end of year2019-12-31$117
Participant contributions at beginning of year2019-12-31$2,526
Participant contributions at beginning of year2019-12-31$2,526
Participant contributions at end of year2019-12-31$664,808
Participant contributions at beginning of year2019-12-31$674,829
Participant contributions at beginning of year2019-12-31$674,829
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,378,391
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,378,391
Administrative expenses (other) incurred2019-12-31$230,612
Administrative expenses (other) incurred2019-12-31$230,612
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
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$103,237,728
Value of net income/loss2019-12-31$103,237,728
Value of net assets at end of year (total assets less liabilities)2019-12-31$429,972,484
Value of net assets at end of year (total assets less liabilities)2019-12-31$429,972,484
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$326,734,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$125
Interest on participant loans2019-12-31$125
Value of interest in master investment trust accounts at end of year2019-12-31$428,297,454
Value of interest in master investment trust accounts at end of year2019-12-31$428,297,454
Value of interest in master investment trust accounts at beginning of year2019-12-31$325,125,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$16,301,586
Contributions received in cash from employer2019-12-31$16,301,586
Employer contributions (assets) at end of year2019-12-31$1,010,105
Employer contributions (assets) at beginning of year2019-12-31$932,315
Employer contributions (assets) at beginning of year2019-12-31$932,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,152,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,152,227
Did the plan have assets held for investment2019-12-31Yes
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
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 PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2019-12-31132781641
Accountancy firm EIN2019-12-31132781641
2018 : UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$22,624,284
Total of all expenses incurred2018-12-31$19,608,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,391,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$43,941,598
Value of total assets at end of year2018-12-31$326,734,756
Value of total assets at beginning of year2018-12-31$323,719,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$216,812
Total interest from all sources2018-12-31$227
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$30,000,000
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$25,465,951
Participant contributions at end of year2018-12-31$2,526
Participant contributions at beginning of year2018-12-31$5,820
Participant contributions at end of year2018-12-31$674,829
Participant contributions at beginning of year2018-12-31$468,709
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,747,681
Administrative expenses (other) incurred2018-12-31$216,812
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$3,015,723
Value of net assets at end of year (total assets less liabilities)2018-12-31$326,734,756
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$323,719,033
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
Interest on participant loans2018-12-31$227
Value of interest in master investment trust accounts at end of year2018-12-31$325,125,086
Value of interest in master investment trust accounts at beginning of year2018-12-31$322,988,997
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$14,727,966
Employer contributions (assets) at end of year2018-12-31$932,315
Employer contributions (assets) at beginning of year2018-12-31$255,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,391,749
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 name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017 : UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$4,306,989
Total transfer of assets from this plan2017-12-31$231,864
Total income from all sources (including contributions)2017-12-31$80,545,590
Total of all expenses incurred2017-12-31$15,303,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,013,264
Expenses. Certain deemed distributions of participant loans2017-12-31$106,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$33,901,119
Value of total assets at end of year2017-12-31$323,719,033
Value of total assets at beginning of year2017-12-31$254,402,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$184,017
Total interest from all sources2017-12-31$3,351
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$30,000,000
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$20,757,282
Participant contributions at end of year2017-12-31$5,820
Participant contributions at end of year2017-12-31$468,709
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,645,156
Administrative expenses (other) incurred2017-12-31$184,017
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$65,241,908
Value of net assets at end of year (total assets less liabilities)2017-12-31$323,719,033
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$254,402,000
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
Interest on participant loans2017-12-31$3,351
Value of interest in master investment trust accounts at end of year2017-12-31$322,988,997
Value of interest in master investment trust accounts at beginning of year2017-12-31$254,402,000
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 plan2017-12-31Yes
Contributions received in cash from employer2017-12-31$11,498,681
Employer contributions (assets) at end of year2017-12-31$255,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,013,264
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 name2017-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2017-12-31132781641
2016 : UNIVERSAL ORLANDO 401(K) RETIREMENT 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$46,172,065
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$17,913,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,907,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$28,500,000
Value of total assets at end of year2016-12-31$254,402,000
Value of total assets at beginning of year2016-12-31$226,142,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,000
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,187,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,187,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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$17,008,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,703,000
Administrative expenses (other) incurred2016-12-31$6,000
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$28,259,065
Value of net assets at end of year (total assets less liabilities)2016-12-31$254,402,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$226,142,935
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$135,175,148
Value of interest in master investment trust accounts at end of year2016-12-31$254,402,000
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$90,679,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,264,000
Net investment gain or loss from common/collective trusts2016-12-31$4,649,000
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$9,789,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$288,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,907,000
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 name2016-12-31DELOITTE AND TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : UNIVERSAL ORLANDO 401(K) RETIREMENT 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$25,868,511
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,097,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,096,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,012,487
Value of total assets at end of year2015-12-31$226,142,935
Value of total assets at beginning of year2015-12-31$211,371,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$500
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,704,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$9,704,100
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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$15,069,663
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$222,225
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,304,115
Administrative expenses (other) incurred2015-12-31$500
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$14,771,084
Value of net assets at end of year (total assets less liabilities)2015-12-31$226,142,935
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$211,371,851
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$135,175,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$129,233,894
Value of interest in common/collective trusts at end of year2015-12-31$90,679,103
Value of interest in common/collective trusts at beginning of year2015-12-31$81,566,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,834,153
Net investment gain or loss from common/collective trusts2015-12-31$-13,923
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$8,638,709
Employer contributions (assets) at end of year2015-12-31$288,684
Employer contributions (assets) at beginning of year2015-12-31$349,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,096,927
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 name2015-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2015-12-31593198021
2014 : UNIVERSAL ORLANDO 401(K) RETIREMENT 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$0
Total income from all sources (including contributions)2014-12-31$33,584,335
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,593,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,593,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,813,352
Value of total assets at end of year2014-12-31$211,371,851
Value of total assets at beginning of year2014-12-31$191,381,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$400
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,310,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,310,867
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$12,668,031
Participant contributions at end of year2014-12-31$222,225
Participant contributions at beginning of year2014-12-31$145
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$888,878
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$400
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$19,990,466
Value of net assets at end of year (total assets less liabilities)2014-12-31$211,371,851
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$191,381,385
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$129,233,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$118,314,618
Value of interest in common/collective trusts at end of year2014-12-31$81,566,186
Value of interest in common/collective trusts at beginning of year2014-12-31$72,898,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,791,945
Net investment gain or loss from common/collective trusts2014-12-31$3,668,171
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$7,256,443
Employer contributions (assets) at end of year2014-12-31$349,546
Employer contributions (assets) at beginning of year2014-12-31$168,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,593,469
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
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 name2014-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2014-12-31593198021
2013 : UNIVERSAL ORLANDO 401(K) RETIREMENT 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$0
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$50,198,358
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,397,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,397,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,770,107
Value of total assets at end of year2013-12-31$191,381,385
Value of total assets at beginning of year2013-12-31$150,580,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$200
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,414,419
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$3,414,419
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$125,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$11,097,163
Participant contributions at end of year2013-12-31$145
Participant contributions at beginning of year2013-12-31$173,459
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$313,011
Administrative expenses (other) incurred2013-12-31$200
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$40,800,656
Value of net assets at end of year (total assets less liabilities)2013-12-31$191,381,385
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$150,580,729
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$118,314,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$88,918,212
Value of interest in common/collective trusts at end of year2013-12-31$72,898,607
Value of interest in common/collective trusts at beginning of year2013-12-31$61,232,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,699,152
Net investment gain or loss from common/collective trusts2013-12-31$8,314,680
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$6,359,933
Employer contributions (assets) at end of year2013-12-31$168,015
Employer contributions (assets) at beginning of year2013-12-31$256,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,397,502
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 name2013-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2013-12-31593198021
2012 : UNIVERSAL ORLANDO 401(K) RETIREMENT 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$32,041,181
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,289,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,289,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,766,778
Value of total assets at end of year2012-12-31$150,580,729
Value of total assets at beginning of year2012-12-31$125,829,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$200
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,632,796
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$1,632,796
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$125,000,000
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$10,398,845
Participant contributions at end of year2012-12-31$173,459
Participant contributions at beginning of year2012-12-31$153,627
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$393,487
Administrative expenses (other) incurred2012-12-31$200
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$24,751,391
Value of net assets at end of year (total assets less liabilities)2012-12-31$150,580,729
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$125,829,338
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$88,918,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$73,439,157
Value of interest in common/collective trusts at end of year2012-12-31$61,232,995
Value of interest in common/collective trusts at beginning of year2012-12-31$52,003,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,871,167
Net investment gain or loss from common/collective trusts2012-12-31$4,770,440
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$5,974,446
Employer contributions (assets) at end of year2012-12-31$256,063
Employer contributions (assets) at beginning of year2012-12-31$232,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,289,590
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 name2012-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2012-12-31593198021
2011 : UNIVERSAL ORLANDO 401(K) RETIREMENT 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$12,435,881
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,244,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,244,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,785,539
Value of total assets at end of year2011-12-31$125,829,338
Value of total assets at beginning of year2011-12-31$122,637,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$200
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,234,138
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$1,234,138
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$125,000,000
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$9,206,511
Participant contributions at end of year2011-12-31$153,627
Participant contributions at beginning of year2011-12-31$148,933
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$245,136
Administrative expenses (other) incurred2011-12-31$200
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$3,191,484
Value of net assets at end of year (total assets less liabilities)2011-12-31$125,829,338
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$122,637,854
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$73,439,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$74,182,100
Value of interest in common/collective trusts at end of year2011-12-31$52,003,824
Value of interest in common/collective trusts at beginning of year2011-12-31$48,107,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,237,337
Net investment gain or loss from common/collective trusts2011-12-31$-346,459
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$5,333,892
Employer contributions (assets) at end of year2011-12-31$232,730
Employer contributions (assets) at beginning of year2011-12-31$199,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,244,197
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 name2011-12-31VESTAL & WILER
Accountancy firm EIN2011-12-31593198021
2010 : UNIVERSAL ORLANDO 401(K) RETIREMENT 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$26,071,354
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,589,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,589,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,891,237
Value of total assets at end of year2010-12-31$122,637,854
Value of total assets at beginning of year2010-12-31$103,155,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$100
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$972,727
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$972,727
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$125,000,000
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$8,046,866
Participant contributions at end of year2010-12-31$148,933
Participant contributions at beginning of year2010-12-31$135,399
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$234,992
Administrative expenses (other) incurred2010-12-31$100
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$19,482,053
Value of net assets at end of year (total assets less liabilities)2010-12-31$122,637,854
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$103,155,801
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$74,182,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$62,092,714
Value of interest in common/collective trusts at end of year2010-12-31$48,107,441
Value of interest in common/collective trusts at beginning of year2010-12-31$40,849,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,964,182
Net investment gain or loss from common/collective trusts2010-12-31$4,243,208
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$4,609,379
Employer contributions (assets) at end of year2010-12-31$199,380
Employer contributions (assets) at beginning of year2010-12-31$78,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,589,201
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 name2010-12-31LARSON ALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : UNIVERSAL ORLANDO 401(K) RETIREMENT 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 UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN

2022: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSAL ORLANDO 401(K) RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSAL ORLANDO 401(K) RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSAL ORLANDO 401(K) RETIREMENT 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: UNIVERSAL ORLANDO 401(K) RETIREMENT 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
2009: UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

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