Plan De Retiro De Salud Integral En La Montana — Form 5500 plan (Salud Integral En La Montana)
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 Retiro De Salud Integral En La Montana is a benefit plan reported by Salud Integral En La Montana under EIN 66-0329532 and plan number 001. The latest loaded filing year is 2023. The filing reports 758 participants and $19,088,010 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Salud Integral En La Montana
- EIN
- 66-0329532
- Plan number
- 001
- Plan type
- 2
- Location
- Naranjito, PR
- Latest filing year
- 2023
- Participants
- 758
- End-of-year plan assets
- $19,088,010
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 758 | H, C | 20250415073518NAL0005953842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,088,010
- Total liabilities (EOY)
- $123,247
- Net assets (EOY)
- $18,964,763
- Net assets (BOY)
- $12,817,753
Income & contributions
- Employer contributions
- $3,980,900
- Participant contributions
- $1,060,650
- Total contributions
- $5,591,947
- Total income / additions
- $6,786,239
Expenses & distributions
- Benefits paid
- $580,883
- Administrative expenses
- $58,346
- Total expenses
- $639,229
- Net increase / (decrease)
- $6,147,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The 401k Company Of Puerto Rico Inc | TPA SERVICES | $32,821 | $774 | 2023 |
| Nationwide | RECORD KEEPER | $29,256 | $0 | 2023 |
| Oriental Bank & Trust | TRUSTEE | $11,936 | $0 | 2023 |
| Nationwide Planning Assoc | BROKER DEALER | $0 | $9,806 | 2023 |
| Nationwide Planning Assoc | BROKER DEALER | $0 | $2,822 | 2023 |
| Nationwide | INVESTMENT ADVISORY | $0 | $739 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Salud Integral En La Montana
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Naranjito, PR
- The 401k Company Of Puerto Rico Inc — Schedule C compensation
- Nationwide — Schedule C compensation
- Oriental Bank & Trust — Schedule C compensation
- Nationwide Planning Assoc — Schedule C compensation