Isabela, 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, Isabela, PR has 15 loaded benefit plan(s) reported by 13 plan sponsor(s), with $8,236,385 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $8,236,385
- Total reported liabilities (EOY)
- $18,500
- Total reported net assets (EOY)
- $8,217,885
Contributions & income
- Employer contributions
- $162,286
- Participant contributions
- $140,026
- Total income / additions
- $1,115,099
Expenses & distributions
- Benefits paid / distributions
- $442,488
- Total expenses
- $480,012
- Net increase / (decrease)
- $635,087
Coverage
- Total reported participants
- 1,657
- Plans with financial statements
- 10
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Isabela, 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 |
|---|---|---|---|
| Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan | Cooperativa De Ahorro Y Credito De Isabela | $3,585,216 | 2023 |
| H. Vega Vega Defined Benefit Plan | Hector N. Vega | $1,436,592 | 2023 |
| Walter F. Nieves Torres Retirement Plan | Walter F. Nieves Torres | $994,704 | 2023 |
| Ildaly Maldonado Aviles Retirement Plan | Ildaly Maldonado Aviles | $672,201 | 2023 |
| Jesleen Vega Ramirez Retirement Plan | Jesleen Vega Ramirez | $473,051 | 2023 |
| Niset M. Perez Jusino Retirement Plan | Niset M. Perez Jusino | $379,140 | 2023 |
| A. Rodriguez Retirement Plan | Audeliz Rodriguez Rodriguez | $354,091 | 2023 |
| Isabela Dental Clinic, Inc. Retirement Plan Trust | Isabela Dental Clinic, Inc. | $208,916 | 2023 |
| J. Vega Ramirez Retirement Plan | Jennifer Vega Ramirez | $132,474 | 2023 |
| Va Claim Pros, LLC Savings Plan | Va Claim Pros, LLC | $0 | 2023 |
| Capitol Bridge Puerto Rico, LLC. - Life & Ad&D Plan | Capitol Bridge Puerto Rico LLC. | not reported in the loaded dataset | 2023 |
| Capitol Bridge Puerto Rico, LLC. - Employee Assistance Program | Capitol Bridge Puerto Rico LLC. | not reported in the loaded dataset | 2023 |
| Capitol Bridge Puerto Rico LLC.- Health Plan | Capitol Bridge Puerto Rico LLC. | not reported in the loaded dataset | 2023 |
| Ae Mana Isabela Health Plan | Ae Mana Isabela, Corp. | not reported in the loaded dataset | 2023 |
| Agustin Morales Dba Econo Isabela- Health Plan | Agustin Morales Dba Econo Isabela | not reported in the loaded dataset | 2023 |
Largest plans in Isabela → · Isabela plans by participants → · Isabela plans with financial data → · Isabela plans with provider compensation → · $1B+ plans in Isabela →
Related Form 5500 pages
- All PR Form 5500 filings
- Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan (plan 002)
- Cooperativa De Ahorro Y Credito De Isabela — all reported plans
- H. Vega Vega Defined Benefit Plan (plan 002)
- Hector N. Vega — all reported plans
- Walter F. Nieves Torres Retirement Plan (plan 001)
- Walter F. Nieves Torres — all reported plans
- Ildaly Maldonado Aviles Retirement Plan (plan 001)
- Ildaly Maldonado Aviles — all reported plans
- Jesleen Vega Ramirez Retirement Plan (plan 001)
- Jesleen Vega Ramirez — all reported plans
- Niset M. Perez Jusino Retirement Plan (plan 001)
- Niset M. Perez Jusino — all reported plans
- A. Rodriguez Retirement Plan (plan 001)
- Audeliz Rodriguez Rodriguez — all reported plans
- Isabela Dental Clinic, Inc. Retirement Plan Trust (plan 001)
- Isabela Dental Clinic, Inc. — all reported plans
- J. Vega Ramirez Retirement Plan (plan 001)
- Jennifer Vega Ramirez — all reported plans
- Va Claim Pros, LLC Savings Plan (plan 001)
- Va Claim Pros, LLC — all reported plans
- Capitol Bridge Puerto Rico, LLC. - Life & Ad&D Plan (plan 502)
- Capitol Bridge Puerto Rico LLC. — all reported plans
- Capitol Bridge Puerto Rico, LLC. - Employee Assistance Program (plan 503)
- Capitol Bridge Puerto Rico LLC.- Health Plan (plan 501)
- Ae Mana Isabela Health Plan (plan 501)
- Ae Mana Isabela, Corp. — all reported plans
- Agustin Morales Dba Econo Isabela- Health Plan (plan 501)
- Agustin Morales Dba Econo Isabela — all reported plans
- Methodology
- Data sources