Universidad Politecnica Retirement Plan — Form 5500 plan (Universidad Politecnica 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, Universidad Politecnica Retirement Plan is a benefit plan reported by Universidad Politecnica De Puerto Rico under EIN 66-0362666 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $17,536,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universidad Politecnica De Puerto Rico
- EIN
- 66-0362666
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 454
- End-of-year plan assets
- $17,536,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 454 | H, C | 20250515202407NAL0045145986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,536,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,536,939
- Net assets (BOY)
- $15,068,514
Income & contributions
- Employer contributions
- $289,123
- Participant contributions
- $905,346
- Total contributions
- $1,194,469
- Total income / additions
- $2,967,548
Expenses & distributions
- Benefits paid
- $386,793
- Administrative expenses
- $112,330
- Total expenses
- $499,123
- Net increase / (decrease)
- $2,468,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Consultiva International | NONE | $47,233 | not reported in the loaded dataset | 2023 |
| Benefit Plans Admin Services | NONE | $39,049 | $0 | 2023 |
| Bpas Trust Comp Of Puerto Rico | NONE | $23,617 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universidad Politecnica De Puerto Rico
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Consultiva International — Schedule C compensation
- Benefit Plans Admin Services — Schedule C compensation
- Bpas Trust Comp Of Puerto Rico — Schedule C compensation