2023 Form 5500 filing — Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret 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 20250203144429NAL0007066833001) for Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan, reported by Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan under EIN 66-0427194 and plan number 019. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203144429NAL0007066833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan
- EIN
- 66-0427194
- Plan number
- 019
- Location
- Hatillo, PR
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,385,017
- Net assets (EOY)
- $2,385,017
- Employer contributions
- $162,023
- Participant contributions
- $360,807
- Total income / additions
- $916,176
- Benefits paid
- $236,692
- Administrative expenses
- $53,732
- Total expenses
- $290,424
- Net increase / (decrease)
- $625,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Compan Of | RECORDKEEPER | $17,995 | $0 |
| Lincoln Financial Securities | BROKER/ ADVISER | $0 | $9,735 |
| Empower Advisory Group LLC | INVESTEMENT MANAGER | $6,606 | $0 |
| Benefit Consulting Group Of Pr Inc | CONTRACT ADM | $2,995 | $0 |
| Oriental Bank And Trust | TRUSTEE | $1,552 | $0 |
| Leafhouse Financial Advisors LLC | OTHER | $995 | $0 |