2023 Form 5500 filing — Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico
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 20241011152222NAL0023094401001) for Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico, reported by Cooperativa De Seguros De Vida De Puerto Rico under EIN 66-0231517 and plan number 001. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152222NAL0023094401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooperativa De Seguros De Vida De Puerto Rico
- EIN
- 66-0231517
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,035,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,035,735
- Employer contributions
- $250,000
- Total income / additions
- $2,071,116
- Benefits paid
- $853,165
- Administrative expenses
- $137,060
- Total expenses
- $990,225
- Net increase / (decrease)
- $1,080,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oriental Financial Group | NONE | $38,248 | not reported in the loaded dataset |
| Bpas Actuarial & Pension Services | NONE | $38,213 | not reported in the loaded dataset |