Plan5500

Santurce, 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, Santurce, PR has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $23,307,619 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
7
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.3MSummed across loaded plans$23,302,890
Total reported assets$23.3M$23,307,619
Total reported participants1.3K1,318
Total reported liabilities$4.7K$4,729

Reported net position

Reported assets = net assets + liabilities (summed)$23.3M total assets
Net assets$23.3MLiabilities$4.7K
Contributions & income
Employer contributions$439K
Participant contributions$709.9K
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$808.4K
Total expenses$856.3K
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation2 / 9 (22%)

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

Computed from loaded plans

Santurce market comparison

Largest plan share of assets44%Servicios Legales De Pr, Inc. Coda Profit Sharing Plan
Participants per plan146Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Santurce

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Servicios Legales De Pr, Inc. Coda Profit Sharing Plan$10.2M
    Servicios Legales De Pr, Inc. · 2023
  2. 2
    Francisco J. Capo Retirement Plan$6.5M
    Francisco J. Capo Dominguez · 2023
  3. 3
    Group M Puerto Rico, Inc. Retirement Savings Plan$3.3M
    Group M Puerto Rico, Inc. · 2023
  4. 4
    Metro Hato Rey Inc. Dba Hospital Pavia Hato Rey Retirement Plan$1.3M
    Metro Hato Rey Inc. Dba Hospital Pavia Hato Rey · 2023
  5. 5
    Nicolas Casellas Castillo Retirement Plan$1.1M
    Dr. Nicolas Casellas Castillo · 2023
  6. 6
    Orlando S. Fernandez Lugo Retirement Plan$969.7K
    Dr. Orlando S. Fernandez Lugo · 2023
  7. 7
    Hpm Foundation / Group Life Insurancenot reported in the loaded dataset
    Hpm Foundation, Inc. · 2023
  8. 8
    Hpm Foundation Employee Assistance Programnot reported in the loaded dataset
    Hpm Foundation, Inc. · 2023
  9. 9
    Hpm Foundation Health Plannot reported in the loaded dataset
    Hpm Foundation, Inc. · 2023

Largest plans in Santurce → · Santurce plans by participants → · Santurce plans with financial data → · Santurce plans with provider compensation → · $1B+ plans in Santurce →

Related Form 5500 pages