2023 Form 5500 filing — Firstbank Puerto Rico Retirement Plan For The Former Employees Of Banco Santander
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 20241127152413NAL0002949971001) for Firstbank Puerto Rico Retirement Plan For The Former Employees Of Banco Santander, reported by Firstbank Pr under EIN 66-0183103 and plan number 001. It reports 1,567 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)$46.8MReported net assets$46,808,350
Participants1.6K1,567
Provider compensation$18.2K1 Schedule C row(s)$18,235
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241127152413NAL0002949971001
- Plan sponsor
- Firstbank Pr
- EIN
- 66-0183103
- 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)$46.8M total assets
Net assets$46.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $46,808,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,808,350
- Total income / additions
- $3,815,072
- Benefits paid
- $3,390,492
- Administrative expenses
- $18,547
- Total expenses
- $3,409,039
- Net increase / (decrease)
- $406,033
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legal&General Invt Mgt America,Inc. | NONE | $18,235 | not reported in the loaded dataset |