Hatillo, 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, Hatillo, PR has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $4,366,032 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,366,032
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,366,032

Contributions & income

Employer contributions
$321,023
Participant contributions
$360,807
Total income / additions
$1,289,314

Expenses & distributions

Benefits paid / distributions
$301,692
Total expenses
$355,424
Net increase / (decrease)
$933,890

Coverage

Total reported participants
287
Plans with financial statements
8
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hatillo, 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

Largest loaded plans in Hatillo, PR
PlanSponsorReported assets (EOY)Year
Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret PlanCorp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan$2,385,0172023
The Ramirez Paz Retirement PlanEdrick Nelson Ramirez Gonzalez - Anabelle Paz Figueroa$571,7702023
Noel Santos Montes Retirement PlanNoel Santos Montes$438,1172023
Dr. Gabriel Rojas Gonzalez Retirement PlanGabriel Rojas Gonzalez$284,7832023
Dr. Gabriel Rojas Gonzalez Retirement PlanGabriel Rojas Gonzalez$284,7832023
Jorge Lucena And Myrna Perez Retirement PlanJorge Lucena Betancourt And Myrna Perez Reyes$217,6842023
Hergabur Profit Sharing Retirement PlanHernan Gabriel Burgos Rivera$123,6412023
Cesar M. Cubano Martinez Retirement PlanCesar M. Cubano Martinez$60,2372023

Related Form 5500 pages