2023 Form 5500 filing — Plan De Pensiones Cooperativa De Seguros Multiples
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 20241204151153NAL0004433489001) for Plan De Pensiones Cooperativa De Seguros Multiples, reported by Cooperativa De Seguros Multiples De Puerto Rico under EIN 66-0257478 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241204151153NAL0004433489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooperativa De Seguros Multiples De Puerto Rico
- EIN
- 66-0257478
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,030,991
- Total liabilities (EOY)
- $35,910
- Net assets (EOY)
- $60,995,081
- Employer contributions
- $1,600,000
- Total income / additions
- $10,968,087
- Benefits paid
- $3,380,312
- Administrative expenses
- $272,905
- Total expenses
- $3,653,217
- Net increase / (decrease)
- $7,314,870
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | NONE | $103,611 | not reported in the loaded dataset |
| Willis Towers Watson Usa LLC | NONE | $47,323 | not reported in the loaded dataset |
| Sun Life Capital Management | NONE | $46,804 | not reported in the loaded dataset |
| Sage Advisory Services Ltd Co | NONE | $23,924 | not reported in the loaded dataset |
| Banco Popular Trust | NONE | $23,108 | not reported in the loaded dataset |
| Driven Psc | NONE | $21,294 | not reported in the loaded dataset |
| Landa Umpierre Psc | NONE | $6,842 | not reported in the loaded dataset |