Puerto Rico Federal Credit Union 1081.01 Retirement Plan — Form 5500 plan (Puerto Rico 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, Puerto Rico Federal Credit Union 1081.01 Retirement Plan is a benefit plan reported by Puerto Rico Federal Credit Union under EIN 66-0239950 and plan number 001. The latest loaded filing year is 2023. The filing reports 51 participants and $1,078,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puerto Rico Federal Credit Union
- EIN
- 66-0239950
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 51
- End-of-year plan assets
- $1,078,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 51 | I, C | 20240220075201NAL0000561313001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,078,383
- Net assets (EOY)
- $1,078,383
- Net assets (BOY)
- $1,017,354
Income & contributions
- Employer contributions
- $29,528
- Participant contributions
- $48,953
- Total income / additions
- $227,487
Expenses & distributions
- Benefits paid
- $159,198
- Administrative expenses
- $7,260
- Total expenses
- $166,458
- Net increase / (decrease)
- $61,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oriental Bank And Trust | TRUSTEE | $4,675 | $0 | 2023 |
| Empower Annuty Insurance Company Of | RECORDKEEPER | $2,973 | $0 | 2023 |
| Benefit Consulting Group Of Pr Inc | CONTRACT ADMIN | $0 | $1,039 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Puerto Rico Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Oriental Bank And Trust — Schedule C compensation
- Empower Annuty Insurance Company Of — Schedule C compensation
- Benefit Consulting Group Of Pr Inc — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation