2023 Form 5500 filing — Massmutual Puerto Rico Thrift 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 20240906114347NAL0000658739001) for Massmutual Puerto Rico Thrift Plan, reported by Massachusetts Mutual Life Insurance Company under EIN 04-1590850 and plan number 468. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,502,172
Participants127
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240906114347NAL0000658739001
Plan sponsor
Massachusetts Mutual Life Insurance Company
EIN
04-1590850
Plan number
468
Location
Springfield, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$904.5K
Total expenses$218.4K
Benefits paid / distributions$214.3K
Contributions
Employer$64.7K
Participant$255.9K
Full reported line items
Total assets (EOY)
$3,502,172
Total liabilities (EOY)
$0
Net assets (EOY)
$3,502,172
Employer contributions
$64,655
Participant contributions
$255,939
Total income / additions
$904,505
Benefits paid
$214,313
Administrative expenses
$4,046
Total expenses
$218,359
Net increase / (decrease)
$686,146

Related Form 5500 pages