Mc Connell Valdes LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Mc Connell Valdes LLC (EIN 66-0226027) is a plan sponsor located in San Juan, PR with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 66-0226027
- Location
- San Juan, PR
- Loaded plans
- 5
- Total reported participants
- 720
- Total reported plan assets (EOY)
- $73,329,012
- Plans with financial data
- 1
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Mcv Retirement Plan | 002 | 199 | $73,329,012 | 2023 |
| Mc Connell Valdes LLC Long Term Disability Plan | 502 | 136 | not reported in the loaded dataset | 2023 |
| Mc Connell Valdes LLC Life & Accident Death And Dismemberment Insurance Plan | 503 | 136 | not reported in the loaded dataset | 2023 |
| Mc Connell Valdes LLC Health, Major Medical, Dental, Vision, And Prescription Drug Plan | 501 | 134 | not reported in the loaded dataset | 2023 |
| Mc Connell Valdes LLC Trust Life Insurance Plan | 504 | 115 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Mc Connell Valdes LLC Long Term Disability Plan | 136 | — | 20241223132043NAL0004946275001 |
| 2023 | Mc Connell Valdes LLC Trust Life Insurance Plan | 115 | — | 20241223132345NAL0004947363001 |
| 2023 | Mc Connell Valdes LLC Health, Major Medical, Dental, Vision, And Prescription Drug Plan | 134 | — | 20241223132847NAL0015419840001 |
| 2023 | Mc Connell Valdes LLC Life & Accident Death And Dismemberment Insurance Plan | 136 | — | 20241223133249NAL0015420752001 |
| 2023 | Mcv Retirement Plan | 199 | H, C | 20250311112542NAL0029370864001 |