Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico — Form 5500 plan (Cooperativa De Seguros De Vida De Puerto Rico)
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 Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico is a benefit plan reported by Cooperativa De Seguros De Vida De Puerto Rico under EIN 66-0231517 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $18,035,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooperativa De Seguros De Vida De Puerto Rico
- EIN
- 66-0231517
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $18,035,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20241011152222NAL0023094401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,035,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,035,735
- Net assets (BOY)
- $16,954,844
Income & contributions
- Employer contributions
- $250,000
- Total contributions
- $250,000
- Total income / additions
- $2,071,116
Expenses & distributions
- Benefits paid
- $853,165
- Administrative expenses
- $137,060
- Total expenses
- $990,225
- Net increase / (decrease)
- $1,080,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oriental Financial Group | NONE | $38,248 | not reported in the loaded dataset | 2023 |
| Bpas Actuarial & Pension Services | NONE | $38,213 | not reported in the loaded dataset | 2023 |