2023 Form 5500 filing — Puerto Rico Waste Management Group Corp. 1165(E) 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 20250203132042NAL0006733809001) for Puerto Rico Waste Management Group Corp. 1165(E) Plan, reported by Puerto Rico Waste Management Group Corp. under EIN 66-0707570 and plan number 001. It reports 1,054 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203132042NAL0006733809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puerto Rico Waste Management Group Corp.
- EIN
- 66-0707570
- Plan number
- 001
- Location
- Gurabo, PR
- Participants
- 1,054
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,166,640
- Total liabilities (EOY)
- $76,172
- Net assets (EOY)
- $6,090,468
- Employer contributions
- $191,909
- Participant contributions
- $827,136
- Total income / additions
- $1,854,102
- Benefits paid
- $399,108
- Administrative expenses
- $126,706
- Total expenses
- $652,419
- Net increase / (decrease)
- $1,201,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $84,061 | $0 |
| Independent Financial Group LLC | INVESTMENT ADVISOR | $25,788 | $0 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $4,366 |