Bella International Employee Retirement Plan — Form 5500 plan (Bella International, LLC)

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, Bella International Employee Retirement Plan is a benefit plan reported by Bella International, LLC under EIN 66-0257653 and plan number 001. The latest loaded filing year is 2023. The filing reports 600 participants and $15,768,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bella International, LLC
EIN
66-0257653
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
600
End-of-year plan assets
$15,768,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023600H, C20241015104907NAL0016173523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,768,733
Total liabilities (EOY)
$50,044
Net assets (EOY)
$15,718,689
Net assets (BOY)
$12,734,671

Income & contributions

Employer contributions
$958,532
Participant contributions
$1,216,325
Total contributions
$2,254,566
Total income / additions
$4,782,903

Expenses & distributions

Benefits paid
$1,701,985
Administrative expenses
$96,900
Total expenses
$1,798,885
Net increase / (decrease)
$2,984,018

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bppr - Popular Fiduciary ServicesTRUST & RECORDKEEPING FEE$54,223$88,3352023
Popular Securities, Inc.INV. CONSULTING$39,930not reported in the loaded dataset2023

Related Form 5500 pages