Sabana Grande, 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, Sabana Grande, PR has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $42,588,160 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $42,588,160
- Total reported liabilities (EOY)
- $12,948
- Total reported net assets (EOY)
- $42,575,212
Contributions & income
- Employer contributions
- $1,486,787
- Participant contributions
- $957,274
- Total income / additions
- $7,156,784
Expenses & distributions
- Benefits paid / distributions
- $2,025,279
- Total expenses
- $2,111,425
- Net increase / (decrease)
- $5,045,359
Coverage
- Total reported participants
- 819
- Plans with financial statements
- 9
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sabana Grande, 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 |
|---|---|---|---|
| Retirement Plan Of Henkel Puerto Rico, Inc. | Henkel Puerto Rico, Inc. | $18,174,946 | 2023 |
| Henkel Puerto Rico, Inc. Savings Plan | Henkel Puerto Rico, Inc. | $15,189,264 | 2023 |
| Ccl Label De Puerto Rico, Inc. Retirement & Savings Plan | Ccl Puerto Rico, Inc. | $5,420,096 | 2023 |
| Dr. Luis J. Deliz Varela Target Benefit Pension Plan | Dr. Luis J. Deliz Varela | $2,256,403 | 2023 |
| Jose R. Alemar Ulloa Employee Pension Plan | Jose R. Alemar Ulloa | $583,893 | 2023 |
| Baez Orthopaedics And Joint Institute Retirement | Baez Ortho And Joint Inst Psc | $350,024 | 2023 |
| Dr. Manuel Rodriguez Rivera Retirement Plan | Manuel Rodriguez Rivera | $307,991 | 2023 |
| Amaury Rodriguez Ramirez Profit Sharing Retirement Plan | Amaury Rodriguez Ramirez | $264,314 | 2023 |
| Norberto Marchany Torres Retirement Plan | Norberto Marchany Torres | $41,229 | 2023 |
Largest plans in Sabana Grande → · Sabana Grande plans by participants → · Sabana Grande plans with financial data → · Sabana Grande plans with provider compensation → · $1B+ plans in Sabana Grande →
Related Form 5500 pages
- All PR Form 5500 filings
- Retirement Plan Of Henkel Puerto Rico, Inc. (plan 001)
- Henkel Puerto Rico, Inc. — all reported plans
- Henkel Puerto Rico, Inc. Savings Plan (plan 002)
- Ccl Label De Puerto Rico, Inc. Retirement & Savings Plan (plan 001)
- Ccl Puerto Rico, Inc. — all reported plans
- Dr. Luis J. Deliz Varela Target Benefit Pension Plan (plan 001)
- Dr. Luis J. Deliz Varela — all reported plans
- Jose R. Alemar Ulloa Employee Pension Plan (plan 001)
- Jose R. Alemar Ulloa — all reported plans
- Baez Orthopaedics And Joint Institute Retirement (plan 001)
- Baez Ortho And Joint Inst Psc — all reported plans
- Dr. Manuel Rodriguez Rivera Retirement Plan (plan 001)
- Manuel Rodriguez Rivera — all reported plans
- Amaury Rodriguez Ramirez Profit Sharing Retirement Plan (plan 001)
- Amaury Rodriguez Ramirez — all reported plans
- Norberto Marchany Torres Retirement Plan (plan 001)
- Norberto Marchany Torres — all reported plans
- Methodology
- Data sources