Puerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly Employees — 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 Consolidated Retirement Plan For Salaried And Hourly Employees is a benefit plan reported by Puerto Rico Telephone Company under EIN 66-0564397 and plan number 008. The latest loaded filing year is 2023. The filing reports 7,968 participants and $800,425,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puerto Rico Telephone Company
- EIN
- 66-0564397
- Plan number
- 008
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 7,968
- End-of-year plan assets
- $800,425,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,968 | H, C | 20241015170110NAL0058841602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $800,425,311
- Total liabilities (EOY)
- $846,180
- Net assets (EOY)
- $799,579,131
- Net assets (BOY)
- $856,661,224
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $84,824,754
Expenses & distributions
- Benefits paid
- $105,549,165
- Administrative expenses
- $9,495,567
- Total expenses
- $115,044,732
- Net increase / (decrease)
- -$30,219,978
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliancebernstein L.P. | NONE | $1,020,523 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $597,511 | not reported in the loaded dataset | 2023 |
| Kbi Global Investors | NONE | $557,684 | not reported in the loaded dataset | 2023 |
| Banco Popular De Puerto Rico | NONE | $402,505 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $342,812 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $330,234 | $0 | 2023 |
| Mercer | NONE | $263,823 | not reported in the loaded dataset | 2023 |
| Driven Psc | NONE | $16,029 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Puerto Rico Telephone Company
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Alliancebernstein L.P. — Schedule C compensation
- Pimco — Schedule C compensation
- Kbi Global Investors — Schedule C compensation
- Banco Popular De Puerto Rico — Schedule C compensation
- Mercer — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Driven Psc — Schedule C compensation