2023 Form 5500 filing — Cooperativa De Ahorro Y Credito De Arecibo Salary Deferral Retirement Plan 1081.01(D)
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 20241015135510NAL0056486866001) for Cooperativa De Ahorro Y Credito De Arecibo Salary Deferral Retirement Plan 1081.01(D), reported by Cooperativa De Ahorro Y Credito De Arecibo under EIN 66-0190521 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135510NAL0056486866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooperativa De Ahorro Y Credito De Arecibo
- EIN
- 66-0190521
- Plan number
- 001
- Location
- Arecibo, PR
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,429,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,429,437
- Employer contributions
- $436,612
- Participant contributions
- $466,471
- Total income / additions
- $2,877,932
- Benefits paid
- $246,399
- Administrative expenses
- $39,024
- Total expenses
- $285,423
- Net increase / (decrease)
- $2,592,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| B Riley Weath Management Inc | OTHER | $16,095 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,124 | $0 |
| Oriental Bank & Trust | CONTRACT ADMIN | -$833 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,395 | not reported in the loaded dataset |