Evertec Group 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, Evertec Group LLC (EIN 66-0449729) is a plan sponsor located in San Juan, PR with 2 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
- 66-0449729
- Location
- San Juan, PR
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $101,797,850
- Total reported liabilities (EOY)
- $22,470
- Total reported net assets (EOY)
- $101,775,380
Contributions & income
- Employer contributions
- $1,112,601
- Participant contributions
- $4,787,397
- Total income / additions
- $21,520,381
Expenses & distributions
- Benefits paid / distributions
- $4,476,255
- Total expenses
- $4,506,802
- Net increase / (decrease)
- $17,013,579
Coverage
- Total reported participants
- 9,360
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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 | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Evertec Group, LLC Savings & Investment Plan Savings And Investment Plan | 001 | 1,601 | $101,797,850 | 2023 |
| Evertec Group, LLC Ltd Ins Plan | 504 | 1,315 | not reported in the loaded dataset | 2023 |
| Evertec, LLC. Eap Insurance Plan | 502 | 1,304 | not reported in the loaded dataset | 2023 |
| Evertec Group LLC Health Insurance Plan | 505 | 1,300 | not reported in the loaded dataset | 2023 |
| Evertec Group LLC Life, Ad&D Ins Plan | 503 | 1,292 | not reported in the loaded dataset | 2023 |
| Evertec Group LLC Std Insurance Plan | 501 | 1,290 | not reported in the loaded dataset | 2023 |
| Evertec Group, LLC Bta Ins Plan | 506 | 1,258 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Evertec Group LLC Life, Ad&D Ins Plan | 1,292 | — | 20240729110443NAL0042141730001 |
| 2023 | Evertec Group, LLC Ltd Ins Plan | 1,315 | — | 20240729110742NAL0018710529001 |
| 2023 | Evertec Group, LLC Savings & Investment Plan Savings And Investment Plan | 1,601 | H, C | 20241015151941NAL0014947379001 |
| 2023 | Evertec Group, LLC Bta Ins Plan | 1,258 | — | 20241126080242NAL0005379905001 |
| 2023 | Evertec Group LLC Std Insurance Plan | 1,290 | — | 20250130110001NAL0000476019001 |
| 2023 | Evertec, LLC. Eap Insurance Plan | 1,304 | — | 20250430151732NAL0003070720001 |
| 2023 | Evertec Group LLC Health Insurance Plan | 1,300 | — | 20250430152340NAL0003088352001 |