Naguabo, 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, Naguabo, PR has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $14,808,137 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,808,137
Total reported liabilities (EOY)
$16,175
Total reported net assets (EOY)
$14,791,962

Contributions & income

Employer contributions
$841,026
Participant contributions
$451,076
Total income / additions
$3,093,740

Expenses & distributions

Benefits paid / distributions
$935,522
Total expenses
$999,111
Net increase / (decrease)
$2,094,629

Coverage

Total reported participants
256
Plans with financial statements
5
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Naguabo, 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 Naguabo, PR
PlanSponsorReported assets (EOY)Year
Combe Products Employees Savings PlanCombe Products Inc$12,629,6932023
Laboratorio Clinico Medina, Inc Retirement PlanLaboratorio Clinico Medina, Inc$673,9012023
Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187Dr. Jose W. Valle Oliveras$658,1832023
Mara Astacio Almodovar, Md Retirement PlanMara Astacio Almodovar$637,2522023
J. Rodriguez-Cintron Retirement PlanJovina Rodriguez Cintron$209,1082023
Combe Products Welfare PlanCombe Products, Inc.not reported in the loaded dataset2023

Related Form 5500 pages