Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan — 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, Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan is a benefit plan reported by Cooperativa De Seguros De Vida De Puerto Rico under EIN 66-0231517 and plan number 002. The latest loaded filing year is 2023. The filing reports 309 participants and $6,825,712 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
- 002
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $6,825,712
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20241023160453NAL0002139155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,825,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,825,712
- Net assets (BOY)
- $5,971,835
Income & contributions
- Employer contributions
- $71,704
- Participant contributions
- $475,874
- Total contributions
- $547,578
- Total income / additions
- $1,262,705
Expenses & distributions
- Benefits paid
- $390,246
- Administrative expenses
- $18,582
- Total expenses
- $408,828
- Net increase / (decrease)
- $853,877
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Coop De Seguros De Vida De Pr | INVESTMENT ADVISOR | $5,628 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | BROKER/ADVISER | $0 | $5,386 | 2023 |
| Envestnet Retirement Solutions LLC | OTHER | $1,407 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,051 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $248 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooperativa De Seguros De Vida De Puerto Rico
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Coop De Seguros De Vida De Pr — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation