Hato Rey, 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, Hato Rey, PR has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $13,568,420 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)
- $13,568,420
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $13,568,420
Contributions & income
- Employer contributions
- $416,404
- Participant contributions
- $393,942
- Total income / additions
- $2,592,368
Expenses & distributions
- Benefits paid / distributions
- $634,928
- Total expenses
- $679,063
- Net increase / (decrease)
- $1,913,305
Coverage
- Total reported participants
- 2,348
- Plans with financial statements
- 6
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hato Rey, 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 |
|---|---|---|---|
| Caribe Federal Credit Union Employees Pension Plan | Caribe Federal Credit Union | $4,925,808 | 2023 |
| Cooperativa De Ahorro Y Credito De Los Maestros De Pr Employees' Retirement Plan | Cooperativa De Ahorro Y Credito De Los Maestros De Puerto Rico | $3,417,020 | 2023 |
| Banesco Usa Employees Savings And Investment Plan | Banesco Usa | $2,301,791 | 2023 |
| Jose A. Colon Marcano Profit Sharing Plan | Jose A. Colon Marcano | $2,169,673 | 2023 |
| Jose O. Colon Deglans Retirement Plan | Jose O. Colon Deglans | $386,340 | 2023 |
| Melvyn Miguel Acosta Febo Retirement Plan | Melvyn Miguel Acosta Febo, Md | $367,788 | 2023 |
| Mewa Ikon | Mewa Ikon- Health | not reported in the loaded dataset | 2023 |
| Baristas Del Caribe LLC Dental Plan | Baristas Del Caribe LLC | not reported in the loaded dataset | 2023 |
Largest plans in Hato Rey → · Hato Rey plans by participants → · Hato Rey plans with financial data → · Hato Rey plans with provider compensation → · $1B+ plans in Hato Rey →
Related Form 5500 pages
- All PR Form 5500 filings
- Caribe Federal Credit Union Employees Pension Plan (plan 001)
- Caribe Federal Credit Union — all reported plans
- Cooperativa De Ahorro Y Credito De Los Maestros De Pr Employees' Retirement Plan (plan 001)
- Cooperativa De Ahorro Y Credito De Los Maestros De Puerto Rico — all reported plans
- Banesco Usa Employees Savings And Investment Plan (plan 002)
- Banesco Usa — all reported plans
- Jose A. Colon Marcano Profit Sharing Plan (plan 001)
- Jose A. Colon Marcano — all reported plans
- Jose O. Colon Deglans Retirement Plan (plan 001)
- Jose O. Colon Deglans — all reported plans
- Melvyn Miguel Acosta Febo Retirement Plan (plan 001)
- Melvyn Miguel Acosta Febo, Md — all reported plans
- Mewa Ikon (plan 501)
- Mewa Ikon- Health — all reported plans
- Baristas Del Caribe LLC Dental Plan (plan 502)
- Baristas Del Caribe LLC — all reported plans
- Methodology
- Data sources