Lord Electric Company Of Puerto Rico, Employees Retirement Plan — Form 5500 plan (Lord Electric Company Of Puerto Ric , 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, Lord Electric Company Of Puerto Rico, Employees Retirement Plan is a benefit plan reported by Lord Electric Company Of Puerto Ric , Inc. under EIN 66-0663585 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $11,618,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lord Electric Company Of Puerto Ric , Inc.
- EIN
- 66-0663585
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $11,618,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | H, C | 20241218124422NAL0003684257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,618,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,618,660
- Net assets (BOY)
- $9,561,890
Income & contributions
- Employer contributions
- $81,998
- Participant contributions
- $404,982
- Total contributions
- $486,980
- Total income / additions
- $2,176,394
Expenses & distributions
- Benefits paid
- $50,597
- Administrative expenses
- $69,027
- Total expenses
- $119,624
- Net increase / (decrease)
- $2,056,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORD KEEPER | $69,506 | $0 | 2023 |
| Oriental Bank & Trust | OTHER | $26,746 | not reported in the loaded dataset | 2023 |
| Rodriguez Torres | INVESTMENT ADVISOR | $15,499 | not reported in the loaded dataset | 2023 |
| Mmlis | BROKER/ ADVISOR | $0 | $9,543 | 2023 |
| Oriental Pension Consultants, Inc. | CONTRACT ADMIN | $45 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lord Electric Company Of Puerto Ric , Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Oriental Bank & Trust — Schedule C compensation
- Rodriguez Torres — Schedule C compensation
- Mmlis — Schedule C compensation
- Oriental Pension Consultants, Inc. — Schedule C compensation