Banco Popular De Puerto Rico Retirement Plan — Form 5500 plan (Banco Popular 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, Banco Popular De Puerto Rico Retirement Plan is a benefit plan reported by Banco Popular De Puerto Rico under EIN 66-0561870 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,694 participants and $632,455,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Banco Popular De Puerto Rico
- EIN
- 66-0561870
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 7,694
- End-of-year plan assets
- $632,455,069
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,694 | H, C | 20241014091225NAL0013044051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $632,455,069
- Total liabilities (EOY)
- $10,091,891
- Net assets (EOY)
- $622,363,178
- Net assets (BOY)
- $591,660,342
Income & contributions
- Total contributions
- $0
- Total income / additions
- $71,554,086
Expenses & distributions
- Benefits paid
- $38,297,519
- Administrative expenses
- $2,553,731
- Total expenses
- $40,851,250
- Net increase / (decrease)
- $30,702,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Institutional Trust | INVESTMENT MANAGER | $854,416 | not reported in the loaded dataset | 2023 |
| Pension Benefit Guaranty Corp | PREMIUM INSURANCE | $738,624 | not reported in the loaded dataset | 2023 |
| Towers Watson Delavare, Inc. | ACTUARY FEES | $296,193 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust | CONSULTING FEES | $239,159 | not reported in the loaded dataset | 2023 |
| Consultiva International, Inc. | CONSULTING FEES | $120,000 | not reported in the loaded dataset | 2023 |
| Dcm Advisors | INVESTMENT MANAGER | $76,044 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Emerging Markets | INVESTMENT MANAGER | $73,952 | not reported in the loaded dataset | 2023 |
| Pwc Llp Puerto Rico | AUDITING FEES | $67,737 | not reported in the loaded dataset | 2023 |
| Newton | INVESTMENT MANAGER | $65,017 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase | CUSTODY ADM FEES | $44,884 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Banco Popular De Puerto Rico
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Blackrock Institutional Trust — Schedule C compensation
- Pension Benefit Guaranty Corp — Schedule C compensation
- Towers Watson Delavare, Inc. — Schedule C compensation
- Consultiva International, Inc. — Schedule C compensation
- Dcm Advisors — Schedule C compensation
- Morgan Stanley Emerging Markets — Schedule C compensation
- Pwc Llp Puerto Rico — Schedule C compensation
- Newton — Schedule C compensation
- Jp Morgan Chase — Schedule C compensation