Plan5500

Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc. — Form 5500 plan (Concilio De Salud Integrl De Loiza, Inc.)

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 Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc. is a benefit plan reported by Concilio De Salud Integrl De Loiza, Inc. under EIN 66-0314649 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $3,305,936 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,305,936
Participants141Covered participants reported
Assets / participant$23.4KComputed: assets ÷ participants$23,446 (computed)
Provider compensation$45.3K3 Schedule C provider row(s)$45,255
Plan sponsor
Concilio De Salud Integrl De Loiza, Inc.
EIN
66-0314649
Plan number
001
Plan type
2
Location
Loiza, PR
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    141 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$890.5K
Total expenses$283.2K
Benefits paid / distributions$241.6K
Contributions
Employer$273.8K
Participant$276.3K
Full reported line items

Net assets

Total assets (EOY)
$3,305,936
Total liabilities (EOY)
$0
Net assets (EOY)
$3,305,936
Net assets (BOY)
$2,698,696

Income & contributions

Employer contributions
$273,816
Participant contributions
$276,320
Total contributions
$551,041
Total income / additions
$890,455

Expenses & distributions

Benefits paid
$241,558
Administrative expenses
$41,657
Total expenses
$283,215
Net increase / (decrease)
$607,240
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company$25.8K
    RECORDKEEPER · Direct $25.8K · Indirect $0
  2. 2
    Resources Investment Advisors$16.7K
    INVESTMENT ADVISOR · Direct $16.7K · Indirect $0
  3. 3
    A & A Employee Benefits Consulting$2.7K
    CONTRACT ADMIN · Direct $0 · Indirect $2.7K

Related Form 5500 pages