2023 Form 5500 filing — Retirement Plan For Puerto Rico Employees
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 20241003152551NAL0004962915001) for Retirement Plan For Puerto Rico Employees, reported by Altria International Sales Inc. under EIN 27-3534056 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003152551NAL0004962915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altria International Sales Inc.
- EIN
- 27-3534056
- Plan number
- 001
- Location
- Richmond, VA
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,570,055
- Total liabilities (EOY)
- $8,912
- Net assets (EOY)
- $5,561,143
- Total income / additions
- $506,312
- Benefits paid
- $362,656
- Administrative expenses
- $35,417
- Total expenses
- $398,073
- Net increase / (decrease)
- $108,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Banco Popular De Puerto Rico | TRUSTEE | $23,694 | $0 |