2023 Form 5500 filing — Caribe Federal Credit Union Employees Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708140536NAL0014199377003) for Caribe Federal Credit Union Employees Pension Plan, reported by Caribe Federal Credit Union under EIN 66-0204432 and plan number 001. It reports 118 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708140536NAL0014199377003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caribe Federal Credit Union
- EIN
- 66-0204432
- Plan number
- 001
- Location
- Hato Rey, PR
- Participants
- 118
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,925,808
- Net assets (EOY)
- $4,925,808
- Employer contributions
- $230,341
- Participant contributions
- $199,224
- Total income / additions
- $990,498
- Benefits paid
- $187,558
- Administrative expenses
- $43,954
- Total expenses
- $231,512
- Net increase / (decrease)
- $758,986
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEPER | $28,050 | $0 |
| Quinones Archilla | OTHER | $17,614 | $0 |
| Lincoln Financial Securities | BROKER/ ADVISOR | $0 | $3,265 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISOR | $2,202 | $0 |