2023 Form 5500 filing — Popular, Inc. Pr Savings And Investment 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 20240730102632NAL0019884193001) for Popular, Inc. Pr Savings And Investment Plan, reported by Popular, Inc. under EIN 66-0667416 and plan number 006. It reports 10,023 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730102632NAL0019884193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Popular, Inc.
- EIN
- 66-0667416
- Plan number
- 006
- Location
- San Juan, PR
- Participants
- 10,023
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $700,721,578
- Total liabilities (EOY)
- $602,098
- Net assets (EOY)
- $700,119,480
- Employer contributions
- $17,343,267
- Participant contributions
- $40,424,491
- Total income / additions
- $159,845,644
- Benefits paid
- $19,901,356
- Administrative expenses
- $153,909
- Total expenses
- $20,055,265
- Net increase / (decrease)
- $139,790,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pricewaterhousecoopers, Llp | AUDIT FIRM | $90,382 | not reported in the loaded dataset |
| Morgan Stanley | INVEST. ADVISOR | $77,250 | not reported in the loaded dataset |