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Form 5500 · Retirement plan · BEVERLY HILLS, CA

BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS

The filing calls this plan BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS 401(K) PROFIT SHARING PLAN.

BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS of BEVERLY HILLS, CA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-4205099 · plan 001 · plan year 2023, filed Apr 28, 2025

Participants at the start of the year
567
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with JOHN HANCOCK LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS
EIN 95-4205099
JOHN HANCOCK LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 01-0233346
$63,568
paid directly by the plan
LOCKTON INVESTMENT ADVISORS
LOCKTON INVESTMENT ADV · EIN 20-8874282
$29,005
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$20,807,713
Paid out in benefits
$1,446,978
Participants at the start of the year
567
Participants with account balances
378

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 01-0233346
JOHN HANCOCK LIFE INSURANCE COMPANY
Independent accountantEIN 95-4345526
HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$3,730

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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