Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De Pr — Form 5500 plan (Pontificia Universidad Catolica De Pr)
Plain-English plan 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, Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De Pr is a benefit plan reported by Pontificia Universidad Catolica De Pr under EIN 66-0191965 and plan number 002. The latest loaded filing year is 2023. The filing reports 567 participants and $14,213,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pontificia Universidad Catolica De Pr
- EIN
- 66-0191965
- Plan number
- 002
- Plan type
- 2
- Location
- Ponce, PR
- Latest filing year
- 2023
- Participants
- 567
- End-of-year plan assets
- $14,213,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20250324093845NAL0012695665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,213,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,213,559
- Net assets (BOY)
- $12,140,763
Income & contributions
- Employer contributions
- $185,419
- Participant contributions
- $749,887
- Total contributions
- $935,306
- Total income / additions
- $2,624,500
Expenses & distributions
- Benefits paid
- $504,428
- Administrative expenses
- $47,276
- Total expenses
- $551,704
- Net increase / (decrease)
- $2,072,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bppr - Popular Fiduciary Services | TRUSTEE / RECORDKEEPER | $47,276 | $45,965 | 2023 |