Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan — Form 5500 plan (Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan)
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, Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan is a benefit plan reported by Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan under EIN 66-0427194 and plan number 019. The latest loaded filing year is 2023. The filing reports 269 participants and $2,385,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan
- EIN
- 66-0427194
- Plan number
- 019
- Plan type
- 2
- Location
- Hatillo, PR
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $2,385,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20250203144429NAL0007066833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,385,017
- Net assets (EOY)
- $2,385,017
- Net assets (BOY)
- $1,759,265
Income & contributions
- Employer contributions
- $162,023
- Participant contributions
- $360,807
- Total contributions
- $532,504
- Total income / additions
- $916,176
Expenses & distributions
- Benefits paid
- $236,692
- Administrative expenses
- $53,732
- Total expenses
- $290,424
- Net increase / (decrease)
- $625,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Compan Of | RECORDKEEPER | $17,995 | $0 | 2023 |
| Lincoln Financial Securities | BROKER/ ADVISER | $0 | $9,735 | 2023 |
| Empower Advisory Group LLC | INVESTEMENT MANAGER | $6,606 | $0 | 2023 |
| Benefit Consulting Group Of Pr Inc | CONTRACT ADM | $2,995 | $0 | 2023 |
| Oriental Bank And Trust | TRUSTEE | $1,552 | $0 | 2023 |
| Leafhouse Financial Advisors LLC | OTHER | $995 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Hatillo, PR
- Empower Annuity Insurance Compan Of — Schedule C compensation
- Lincoln Financial Securities — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Benefit Consulting Group Of Pr Inc — Schedule C compensation
- Oriental Bank And Trust — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation