Popular, Inc. Pr Savings And Investment Plan — Form 5500 plan (Popular, 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, Popular, Inc. Pr Savings And Investment Plan is a benefit plan reported by Popular, Inc. under EIN 66-0667416 and plan number 006. The latest loaded filing year is 2023. The filing reports 10,023 participants and $700,721,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Popular, Inc.
EIN
66-0667416
Plan number
006
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
10,023
End-of-year plan assets
$700,721,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,023H, C20240730102632NAL0019884193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$700,721,578
Total liabilities (EOY)
$602,098
Net assets (EOY)
$700,119,480
Net assets (BOY)
$560,329,101

Income & contributions

Employer contributions
$17,343,267
Participant contributions
$40,424,491
Total contributions
$58,677,419
Total income / additions
$159,845,644

Expenses & distributions

Benefits paid
$19,901,356
Administrative expenses
$153,909
Total expenses
$20,055,265
Net increase / (decrease)
$139,790,379

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pricewaterhousecoopers, LlpAUDIT FIRM$90,382not reported in the loaded dataset2023
Morgan StanleyINVEST. ADVISOR$77,250not reported in the loaded dataset2023

Related Form 5500 pages