Claro Puerto Rico Employees Savings Plan — Form 5500 plan (Puerto Rico Telephone Company, Inc.)

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, Claro Puerto Rico Employees Savings Plan is a benefit plan reported by Puerto Rico Telephone Company, Inc. under EIN 66-0564397 and plan number 009. The latest loaded filing year is 2023. The filing reports 2,650 participants and $875,560 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$875.6KPlan net assets, end of year$875,560
Participants2.6KCovered participants reported2,650
Assets / participant$330Computed: assets ÷ participants$330 (computed)
Provider compensationNone reported
Plan sponsor
Puerto Rico Telephone Company, Inc.
EIN
66-0564397
Plan number
009
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.

  1. 2023
    2,650 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)$875.6K total assets
Net assets$875.6KLiabilities$0
Money in vs. money out
Total income / additions$537.2K
Total expenses$14.3K
Benefits paid / distributions$13.2K
Contributions
EmployerNot reported
Participant$427.7K
Full reported line items

Net assets

Total assets (EOY)
$875,560
Total liabilities (EOY)
$0
Net assets (EOY)
$875,560
Net assets (BOY)
$352,638

Income & contributions

Participant contributions
$427,724
Total contributions
$427,724
Total income / additions
$537,239

Expenses & distributions

Benefits paid
$13,209
Administrative expenses
$1,108
Total expenses
$14,317
Net increase / (decrease)
$522,922
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 assets2%Computed ratio
Benefits paid ÷ total income2%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.

Related Form 5500 pages