Universidad Carlos Albizu Savings & Investment Pla — Form 5500 plan (Universidad Carlos Albizu)
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, Universidad Carlos Albizu Savings & Investment Pla is a benefit plan reported by Universidad Carlos Albizu under EIN 66-0234412 and plan number 001. The latest loaded filing year is 2023. The filing reports 542 participants and $8,058,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universidad Carlos Albizu
- EIN
- 66-0234412
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 542
- End-of-year plan assets
- $8,058,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 542 | H, C | 20241015183012NAL0059174050001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,058,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,058,703
- Net assets (BOY)
- $6,657,153
Income & contributions
- Employer contributions
- $469,313
- Participant contributions
- $326,438
- Total contributions
- $822,065
- Total income / additions
- $1,969,946
Expenses & distributions
- Benefits paid
- $531,870
- Administrative expenses
- $36,526
- Total expenses
- $568,396
- Net increase / (decrease)
- $1,401,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $19,474 | $0 | 2023 |
| Quinones Archilla | INVESTMENT ADVISOR | $14,518 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $3,629 | not reported in the loaded dataset | 2023 |
| Lincoln Financial Advisors, LLC | BROKER/ADVISOR | $0 | $3,509 | 2023 |
| Oriental Pension Consultants | CONTRACT ADMIN | $1,000 | not reported in the loaded dataset | 2023 |
| Quinones Archilla | OTHER | $138 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universidad Carlos Albizu
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Quinones Archilla — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Lincoln Financial Advisors, LLC — Schedule C compensation
- Oriental Pension Consultants — Schedule C compensation