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Filters:EIN 660564397 Clear all

Companies

companyPuerto Rico Telephone Company, Inc.
$896.2Mreported plan assets
EIN: 66-0564397Location: PRPlans: 10Participants: 26,426Latest: 2023
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Plans

planPuerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly EmployeesFinancial statementProvider compensation2023 filing
$800.4Mreported assets (EOY)
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 008Participants: 7,968Assets: $800,425,311Net assets: $799.6MAssets / participant: $100.5KLocation: San Juan, PRLatest: 2023
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planPuerto Rico Telephone Company Retirement Plan For Certain Former EmployeesFinancial statementProvider compensation2023 filing
$76.6Mreported assets (EOY)
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 005Participants: 1,935Assets: $76,557,490Net assets: $76.5MAssets / participant: $39.6KLocation: San Juan, PRLatest: 2023
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planPuerto Rico Telephone Company Lump Sum Retirement PlanFinancial statement2023 filing
$17.6Mreported assets (EOY)
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 004Participants: 2,052Assets: $17,614,008Net assets: $17.6MAssets / participant: $8.6KLocation: San Juan, PRLatest: 2023
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planClaro Puerto Rico Employees Savings PlanFinancial statement2023 filing
$875.6Kreported assets (EOY)
Sponsor: Puerto Rico Telephone Company, Inc.EIN: 66-0564397Plan: 009Participants: 2,650Assets: $875,560Net assets: $875.6KAssets / participant: $330Location: San Juan, PRLatest: 2023
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planFideicomiso Para La Administracion Del Fondo De Beneficencia UietFinancial statementProvider compensation2023 filing
$730.5Kreported assets (EOY)
Sponsor: Puerto Rico Telephone CoEIN: 66-0564397Plan: 501Participants: 745Assets: $730,508Net assets: $723.3KAssets / participant: $981Location: San Juan, PRLatest: 2023
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planPrtc Health & Life Ins. Plan2023 filing
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 511Participants: 5,881Assets: not reported in the loaded datasetLocation: San Juan, PRLatest: 2023
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planPrtc Group Accident Plan Voluntary Ins-24hrs2023 filing
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 503Participants: 235Assets: not reported in the loaded datasetLocation: San Juan, PRLatest: 2023
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planPrtc Salaried Emp. Ltd Expense Benefit2023 filing
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 505Participants: 1,660Assets: not reported in the loaded datasetLocation: San Juan, PRLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Puerto Rico Telephone Company Lump Sum Retirement Plan
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 004Ack ID: 20241015165949NAL0015127075001
filing2023 Form 5500 — Puerto Rico Telephone Company Retirement Plan For Certain Former Employees
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 005Ack ID: 20241015170235NAL0029194273001
filing2023 Form 5500 — Puerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly Employees
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 008Ack ID: 20241015170110NAL0058841602001
filing2023 Form 5500 — Claro Puerto Rico Employees Savings Plan
Sponsor: Puerto Rico Telephone Company, Inc.EIN: 66-0564397Plan: 009Ack ID: 20241015164603NAL0029158977001
filing2023 Form 5500 — Fideicomiso Para La Administracion Del Fondo De Beneficencia Uiet
Sponsor: Puerto Rico Telephone CoEIN: 66-0564397Plan: 501Ack ID: 20241014103640NAL0013146067001
filing2023 Form 5500 — Prtc Group Accident Plan Voluntary Ins-24hrs
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 503Ack ID: 20240625074853NAL0014938994001
filing2023 Form 5500 — Prtc Salaried Emp. Ltd Expense Benefit
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 505Ack ID: 20240625074751NAL0010202800001
filing2023 Form 5500 — Prtc Business Travel Insurance Plan
Sponsor: Puerto Rico Telephone CompanyEIN: 66-0564397Plan: 507Ack ID: 20240625074857NAL0014713330001