Popular, Inc. Usa 401(K) Savings & 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. Usa 401(K) Savings & Investment Plan is a benefit plan reported by Popular, Inc. under EIN 66-0667416 and plan number 053. The latest loaded filing year is 2023. The filing reports 1,583 participants and $149,554,638 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Popular, Inc.
EIN
66-0667416
Plan number
053
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
1,583
End-of-year plan assets
$149,554,638

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,583H, C20240730102120NAL0013275603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$149,554,638
Total liabilities (EOY)
$94,273
Net assets (EOY)
$149,460,365
Net assets (BOY)
$126,694,194

Income & contributions

Employer contributions
$3,363,904
Participant contributions
$7,973,503
Total contributions
$13,464,809
Total income / additions
$33,830,741

Expenses & distributions

Benefits paid
$10,697,067
Administrative expenses
$364,630
Total expenses
$11,064,570
Net increase / (decrease)
$22,766,171

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$198,718$02023
Morgan Stanley GlobalINVESTMENT ADVISORY$117,000not reported in the loaded dataset2023
Pricewaterhousecoopers, LlpACCOUNTANT$47,852not reported in the loaded dataset2023

Related Form 5500 pages