Abarca Health Savings & Retirement Plan & Retirement Plan — Form 5500 plan (Abarca Health LLC)
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, Abarca Health Savings & Retirement Plan & Retirement Plan is a benefit plan reported by Abarca Health LLC under EIN 66-0742627 and plan number 001. The latest loaded filing year is 2023. The filing reports 486 participants and $9,710,018 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.7MPlan net assets, end of year$9,710,018
Participants486Covered participants reported
Assets / participant$20KComputed: assets ÷ participants$19,979 (computed)
Provider compensation$10.7K1 Schedule C provider row(s)$10,707
- Plan sponsor
- Abarca Health LLC
- EIN
- 66-0742627
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 486 | H, C | 20250204184218NAL0004672451001 |
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)$9.7M total assets
Net assets$9.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,710,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,710,018
- Net assets (BOY)
- $6,584,347
Income & contributions
- Employer contributions
- $399,286
- Participant contributions
- $1,446,994
- Total contributions
- $1,913,156
- Total income / additions
- $3,343,295
Expenses & distributions
- Benefits paid
- $209,147
- Administrative expenses
- $8,477
- Total expenses
- $217,624
- Net increase / (decrease)
- $3,125,671
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.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income6%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Popular Inc. | TRUSTEE & RK FEES | $8,477 | $2,230 | 2023 |