Plan De Pensiones Cooperativa De Seguros Multiples — Form 5500 plan (Cooperativa De Seguros Multiples 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 Cooperativa De Seguros Multiples is a benefit plan reported by Cooperativa De Seguros Multiples De Puerto Rico under EIN 66-0257478 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $61,030,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooperativa De Seguros Multiples De Puerto Rico
- EIN
- 66-0257478
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $61,030,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20241204151153NAL0004433489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,030,991
- Total liabilities (EOY)
- $35,910
- Net assets (EOY)
- $60,995,081
- Net assets (BOY)
- $53,680,211
Income & contributions
- Employer contributions
- $1,600,000
- Total contributions
- $1,600,000
- Total income / additions
- $10,968,087
Expenses & distributions
- Benefits paid
- $3,380,312
- Administrative expenses
- $272,905
- Total expenses
- $3,653,217
- Net increase / (decrease)
- $7,314,870
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | NONE | $103,611 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Usa LLC | NONE | $47,323 | not reported in the loaded dataset | 2023 |
| Sun Life Capital Management | NONE | $46,804 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services Ltd Co | NONE | $23,924 | not reported in the loaded dataset | 2023 |
| Banco Popular Trust | NONE | $23,108 | not reported in the loaded dataset | 2023 |
| Driven Psc | NONE | $21,294 | not reported in the loaded dataset | 2023 |
| Landa Umpierre Psc | NONE | $6,842 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooperativa De Seguros Multiples De Puerto Rico
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Ubs Financial Services Inc — Schedule C compensation
- Willis Towers Watson Usa LLC — Schedule C compensation
- Sun Life Capital Management — Schedule C compensation
- Sage Advisory Services Ltd Co — Schedule C compensation
- Banco Popular Trust — Schedule C compensation
- Driven Psc — Schedule C compensation
- Landa Umpierre Psc — Schedule C compensation