Popular, Inc. — 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, Popular, Inc. (EIN 66-0667416) is a plan sponsor located in San Juan, PR with 8 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
- 66-0667416
- Location
- San Juan, PR
- Loaded plans
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $850,276,216
- Total reported liabilities (EOY)
- $696,371
- Total reported net assets (EOY)
- $849,579,845
Contributions & income
- Employer contributions
- $20,707,171
- Participant contributions
- $48,397,994
- Total income / additions
- $193,676,385
Expenses & distributions
- Benefits paid / distributions
- $30,598,423
- Total expenses
- $31,119,835
- Net increase / (decrease)
- $162,556,550
Coverage
- Total reported participants
- 53,944
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
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 |
|---|---|---|---|---|
| Popular, Inc. Pr Savings And Investment Plan | 006 | 10,023 | $700,721,578 | 2023 |
| Popular, Inc. Usa 401(K) Savings & Investment Plan | 053 | 1,583 | $149,554,638 | 2023 |
| Business Travel Accident Plan | 508 | 8,812 | not reported in the loaded dataset | 2023 |
| Short-Term Disability Plan | 526 | 7,952 | not reported in the loaded dataset | 2023 |
| Basic Life And Accidental Death And Dismemberment Insurance Plan | 503 | 7,821 | not reported in the loaded dataset | 2023 |
| Health, Pharmacy And Employee Assistance Program Plan | 501 | 7,820 | not reported in the loaded dataset | 2023 |
| Long-Term Disability Plan | 515 | 7,665 | not reported in the loaded dataset | 2023 |
| Retiree Health Plan | 529 | 2,268 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Health, Pharmacy And Employee Assistance Program Plan | 7,820 | — | 20240705083302NAL0017802946001 |
| 2023 | Basic Life And Accidental Death And Dismemberment Insurance Plan | 7,821 | — | 20240705083321NAL0017803682001 |
| 2023 | Short-Term Disability Plan | 7,952 | — | 20240705083347NAL0019128290001 |
| 2023 | Long-Term Disability Plan | 7,665 | — | 20240705083420NAL0019128578001 |
| 2023 | Business Travel Accident Plan | 8,812 | — | 20240705084921NAL0009965025001 |
| 2023 | Retiree Health Plan | 2,268 | — | 20240718151424NAL0009560640001 |
| 2023 | Popular, Inc. Usa 401(K) Savings & Investment Plan | 1,583 | H, C | 20240730102120NAL0013275603001 |
| 2023 | Popular, Inc. Pr Savings And Investment Plan | 10,023 | H, C | 20240730102632NAL0019884193001 |