2023 Form 5500 filing — Universidad Carlos Albizu Savings & Investment Pla
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 20241015183012NAL0059174050001) for Universidad Carlos Albizu Savings & Investment Pla, reported by Universidad Carlos Albizu under EIN 66-0234412 and plan number 001. It reports 542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183012NAL0059174050001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universidad Carlos Albizu
- EIN
- 66-0234412
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,058,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,058,703
- Employer contributions
- $469,313
- Participant contributions
- $326,438
- Total income / additions
- $1,969,946
- Benefits paid
- $531,870
- Administrative expenses
- $36,526
- Total expenses
- $568,396
- Net increase / (decrease)
- $1,401,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $19,474 | $0 |
| Quinones Archilla | INVESTMENT ADVISOR | $14,518 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $3,629 | not reported in the loaded dataset |
| Lincoln Financial Advisors, LLC | BROKER/ADVISOR | $0 | $3,509 |
| Oriental Pension Consultants | CONTRACT ADMIN | $1,000 | not reported in the loaded dataset |
| Quinones Archilla | OTHER | $138 | not reported in the loaded dataset |