Caribe Federal Credit Union Employees Pension Plan — Form 5500 plan (Caribe Federal Credit Union)
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, Caribe Federal Credit Union Employees Pension Plan is a benefit plan reported by Caribe Federal Credit Union under EIN 66-0204432 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $4,925,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caribe Federal Credit Union
- EIN
- 66-0204432
- Plan number
- 001
- Plan type
- 2
- Location
- Hato Rey, PR
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $4,925,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | I, C | 20240708140536NAL0014199377003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,925,808
- Net assets (EOY)
- $4,925,808
- Net assets (BOY)
- $4,166,822
Income & contributions
- Employer contributions
- $230,341
- Participant contributions
- $199,224
- Total income / additions
- $990,498
Expenses & distributions
- Benefits paid
- $187,558
- Administrative expenses
- $43,954
- Total expenses
- $231,512
- Net increase / (decrease)
- $758,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEPER | $28,050 | $0 | 2023 |
| Quinones Archilla | OTHER | $17,614 | $0 | 2023 |
| Lincoln Financial Securities | BROKER/ ADVISOR | $0 | $3,265 | 2023 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISOR | $2,202 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caribe Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Hato Rey, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Quinones Archilla — Schedule C compensation
- Lincoln Financial Securities — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation