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, Evertec Group, LLC Savings & Investment Plan Savings And Investment Plan is a benefit plan reported by Evertec Group, LLC under EIN 66-0449729 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,601 participants and $101,797,850 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,797,850
- Total liabilities (EOY)
- $22,470
- Net assets (EOY)
- $101,775,380
- Net assets (BOY)
- $84,761,801
Income & contributions
- Employer contributions
- $1,112,601
- Participant contributions
- $4,787,397
- Total contributions
- $5,987,899
- Total income / additions
- $21,520,381
Expenses & distributions
- Benefits paid
- $4,476,255
- Administrative expenses
- $30,547
- Total expenses
- $4,506,802
- Net increase / (decrease)
- $17,013,579