Fajardo, PR Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fajardo, PR has 16 loaded benefit plan(s) reported by 12 plan sponsor(s), with $37,672,892 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $37,672,892
- Total reported liabilities (EOY)
- $34,597
- Total reported net assets (EOY)
- $37,638,295
Contributions & income
- Employer contributions
- $661,380
- Participant contributions
- $1,026,990
- Total income / additions
- $6,837,438
Expenses & distributions
- Benefits paid / distributions
- $2,934,871
- Total expenses
- $3,037,317
- Net increase / (decrease)
- $3,800,121
Coverage
- Total reported participants
- 1,871
- Plans with financial statements
- 11
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fajardo, PR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Teva Pr LLC Savings Plan | Teva Pr LLC | $32,097,746 | 2023 |
| Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan | Jose J. Lopez Agudo Oftalmologo, Csp | $1,324,243 | 2023 |
| Jose M. Toledo De Jesus Retirement Plan | Jose M. Toledo De Jesus | $922,721 | 2023 |
| Royale Blue Hospitality, LLC. Retirement Plan | Royale Blue Hospitality, LLC. | $840,463 | 2023 |
| S. Lopez Martin Retirement Plan | Sara Lopez Martin | $826,005 | 2023 |
| Toro Especialistas En Ortodoncia, Csp Retirement Plan | Toro Especialistas En Ortodoncia, Csp | $710,156 | 2023 |
| Jrc Maxillofacial Services, Psc Retirement Plan | Jrc Maxillofacial Services, Psc | $336,914 | 2023 |
| Jffig Profit Sharing Retirement Plan | Jose F. Figueroa Figueroa | $186,325 | 2023 |
| David Reyes Cruz Retirement Plan | David Reyes Cruz | $156,933 | 2023 |
| Arturo Ortiz Ramos Retirement Plan | Arturo Ortiz Ramos | $147,783 | 2023 |
| Peak Energy Solutions Retirement Plan | Peak Energy Solutions, LLC | $123,603 | 2023 |
| Warner Chilcott Health Plan | Teva Puerto Rico LLC | not reported in the loaded dataset | 2023 |
| Royale Blue Hospitality | Royale Blue Hospitality LLC Delta | not reported in the loaded dataset | 2023 |
| Royale Blue Hospitality | Royale Blue Hospitality LLC | not reported in the loaded dataset | 2023 |
| Warner Chilcott Life And Long Term Disability Plan | Teva Puerto Rico LLC | not reported in the loaded dataset | 2023 |
| Gvs Helth 2020 | Gvs Puerto Rico LLC | not reported in the loaded dataset | 2023 |
Largest plans in Fajardo → · Fajardo plans by participants → · Fajardo plans with financial data → · Fajardo plans with provider compensation → · $1B+ plans in Fajardo →
Related Form 5500 pages
- All PR Form 5500 filings
- Teva Pr LLC Savings Plan (plan 001)
- Teva Pr LLC — all reported plans
- Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan (plan 001)
- Jose J. Lopez Agudo Oftalmologo, Csp — all reported plans
- Jose M. Toledo De Jesus Retirement Plan (plan 001)
- Jose M. Toledo De Jesus — all reported plans
- Royale Blue Hospitality, LLC. Retirement Plan (plan 001)
- Royale Blue Hospitality, LLC. — all reported plans
- S. Lopez Martin Retirement Plan (plan 001)
- Sara Lopez Martin — all reported plans
- Toro Especialistas En Ortodoncia, Csp Retirement Plan (plan 001)
- Toro Especialistas En Ortodoncia, Csp — all reported plans
- Jrc Maxillofacial Services, Psc Retirement Plan (plan 001)
- Jrc Maxillofacial Services, Psc — all reported plans
- Jffig Profit Sharing Retirement Plan (plan 001)
- Jose F. Figueroa Figueroa — all reported plans
- David Reyes Cruz Retirement Plan (plan 001)
- David Reyes Cruz — all reported plans
- Arturo Ortiz Ramos Retirement Plan (plan 001)
- Arturo Ortiz Ramos — all reported plans
- Peak Energy Solutions Retirement Plan (plan 001)
- Peak Energy Solutions, LLC — all reported plans
- Warner Chilcott Health Plan (plan 502)
- Royale Blue Hospitality (plan 502)
- Royale Blue Hospitality (plan 501)
- Warner Chilcott Life And Long Term Disability Plan (plan 501)
- Methodology
- Data sources