Sistema Universitario Ana G Mendez Employees Savings Investment Plan — Form 5500 plan (Sistema Universitario Ana G Mendez)
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, Sistema Universitario Ana G Mendez Employees Savings Investment Plan is a benefit plan reported by Sistema Universitario Ana G Mendez under EIN 66-0201206 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,435 participants and $36,515,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sistema Universitario Ana G Mendez
- EIN
- 66-0201206
- Plan number
- 002
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 1,435
- End-of-year plan assets
- $36,515,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,435 | H, C | 20240715135137NAL0002553408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,515,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,515,530
- Net assets (BOY)
- $31,544,907
Income & contributions
- Employer contributions
- $386,185
- Participant contributions
- $1,929,091
- Total contributions
- $2,524,757
- Total income / additions
- $7,660,292
Expenses & distributions
- Benefits paid
- $2,689,669
- Administrative expenses
- $0
- Total expenses
- $2,689,669
- Net increase / (decrease)
- $4,970,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $86,826 | not reported in the loaded dataset | 2023 |
| Pension Administrators Group Inc | CONTRACT ADMIN | $16,971 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMNT MGMT | $10,961 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sistema Universitario Ana G Mendez
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Empower Annuity Insurance Company O — Schedule C compensation
- Pension Administrators Group Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation