2023 Form 5500 filing — Plan De Retiro De Salud Integral En La Montana
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 20250415073518NAL0005953842001) for Plan De Retiro De Salud Integral En La Montana, reported by Salud Integral En La Montana under EIN 66-0329532 and plan number 001. It reports 758 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415073518NAL0005953842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Salud Integral En La Montana
- EIN
- 66-0329532
- Plan number
- 001
- Location
- Naranjito, PR
- Participants
- 758
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,088,010
- Total liabilities (EOY)
- $123,247
- Net assets (EOY)
- $18,964,763
- Employer contributions
- $3,980,900
- Participant contributions
- $1,060,650
- Total income / additions
- $6,786,239
- Benefits paid
- $580,883
- Administrative expenses
- $58,346
- Total expenses
- $639,229
- Net increase / (decrease)
- $6,147,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The 401k Company Of Puerto Rico Inc | TPA SERVICES | $32,821 | $774 |
| Nationwide | RECORD KEEPER | $29,256 | $0 |
| Oriental Bank & Trust | TRUSTEE | $11,936 | $0 |
| Nationwide Planning Assoc | BROKER DEALER | $0 | $9,806 |
| Nationwide Planning Assoc | BROKER DEALER | $0 | $2,822 |
| Nationwide | INVESTMENT ADVISORY | $0 | $739 |