2023 Form 5500 filing — Bella International Employee Retirement 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 20241015104907NAL0016173523001) for Bella International Employee Retirement Plan, reported by Bella International, LLC under EIN 66-0257653 and plan number 001. It reports 600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.7MReported net assets$15,718,689
Participants600
Provider compensation$182.5K2 Schedule C row(s)$182,488
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015104907NAL0016173523001
- Plan sponsor
- Bella International, LLC
- EIN
- 66-0257653
- Plan number
- 001
- Location
- San Juan, PR
- Received date
- not reported in the loaded dataset
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)$15.8M total assets
Net assets$15.7MLiabilities$50K
Full reported line items
- Total assets (EOY)
- $15,768,733
- Total liabilities (EOY)
- $50,044
- Net assets (EOY)
- $15,718,689
- Employer contributions
- $958,532
- Participant contributions
- $1,216,325
- Total income / additions
- $4,782,903
- Benefits paid
- $1,701,985
- Administrative expenses
- $96,900
- Total expenses
- $1,798,885
- Net increase / (decrease)
- $2,984,018
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bppr - Popular Fiduciary Services | TRUST & RECORDKEEPING FEE | $54,223 | $88,335 |
| Popular Securities, Inc. | INV. CONSULTING | $39,930 | not reported in the loaded dataset |