2023 Form 5500 filing — Puerto Rico Science Technology And Research Trust Retirement 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 20250203135135NAL0012360400001) for Puerto Rico Science Technology And Research Trust Retirement Plan, reported by Puerto Rico Science Technology And Reseach Trust under EIN 66-0675963 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203135135NAL0012360400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puerto Rico Science Technology And Reseach Trust
- EIN
- 66-0675963
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,272,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,272,382
- Employer contributions
- $237,824
- Participant contributions
- $411,609
- Total income / additions
- $960,052
- Benefits paid
- $63,607
- Administrative expenses
- $32,311
- Total expenses
- $95,918
- Net increase / (decrease)
- $864,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Ins. Co. Of | RECORDKEEPER | $22,631 | $0 |
| Consultiva Wealth Management Corp. | INVESTMENT ADVISOR | $8,963 | not reported in the loaded dataset |
| Pension Administrators Group, Inc. | CONTRACT ADMIN | $25 | $1,730 |