Who sponsors the Puerto Rico Telephone Company Lump Sum Retirement Plan?

Puerto Rico Telephone Company Lump Sum Retirement Plan is reported as sponsored by Puerto Rico Telephone Company (EIN 66-0564397, plan number 004) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Puerto Rico Telephone Company Lump Sum Retirement Plan?

The latest Form 5500 filing year loaded for Puerto Rico Telephone Company Lump Sum Retirement Plan is 2023.

How many participants does Puerto Rico Telephone Company Lump Sum Retirement Plan report?

Puerto Rico Telephone Company Lump Sum Retirement Plan reports 2,052 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Puerto Rico Telephone Company Lump Sum Retirement Plan?

Puerto Rico Telephone Company Lump Sum Retirement Plan reports $17,614,008 in end-of-year plan assets in its latest loaded Form 5500 filing.

Puerto Rico Telephone Company Lump Sum Retirement Plan — Form 5500 plan (Puerto Rico Telephone Company)

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, Puerto Rico Telephone Company Lump Sum Retirement Plan is a benefit plan reported by Puerto Rico Telephone Company under EIN 66-0564397 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,052 participants and $17,614,008 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.6MPlan net assets, end of year$17,614,008

Participants2.1KCovered participants reported2,052

Assets / participant$8.6KComputed: assets ÷ participants$8,584 (computed)

Provider compensationNone reported

Plan sponsor: Puerto Rico Telephone Company
EIN: 66-0564397
Plan number: 004
Plan type: 2
Location: San Juan, PR
Latest filing year: 2023

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
2,052 participants · 2Sch H
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17.6M total assets

Net assets$17.6MLiabilities$0

Money in vs. money out

Total income / additions$2.7M

Total expenses$2.4M

Benefits paid / distributions$2.4M

Contributions

Employer$750K

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $17,614,008
Total liabilities (EOY): $0
Net assets (EOY): $17,614,008
Net assets (BOY): $17,343,319

Income & contributions

Employer contributions: $750,000
Total contributions: $750,000
Total income / additions: $2,695,992

Expenses & distributions

Benefits paid: $2,425,303
Administrative expenses: $0
Total expenses: $2,425,303
Net increase / (decrease): $270,689

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets14%Computed ratio

Benefits paid ÷ total income90%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.