Aguadilla, PR Form 5500 retirement and benefit plan filings
City Form 5500 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, Aguadilla, PR has 28 loaded benefit plan(s) reported by 22 plan sponsor(s), with $209,090,707 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $209,090,707
- Total reported liabilities (EOY)
- $63,095
- Total reported net assets (EOY)
- $209,027,612
Contributions & income
- Employer contributions
- $2,485,048
- Participant contributions
- $5,361,169
- Total income / additions
- $46,908,030
Expenses & distributions
- Benefits paid / distributions
- $6,591,683
- Total expenses
- $6,640,062
- Net increase / (decrease)
- $40,267,968
Coverage
- Total reported participants
- 4,979
- Plans with financial statements
- 20
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Aguadilla, PR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan | Hewlett Packard Enterprise Iv LLC | $195,772,357 | 2023 |
| Lufthansa Technik Puerto Rico Savings Plan | Lufthansa Technik Puerto Rico LLC | $2,799,751 | 2023 |
| Roberto Vazquez Ramos Retirement Plan | Roberto Vazquez Ramos | $2,516,818 | 2023 |
| Hospital Buen Samaritano Retirement Plan | Hospital Comunitario Buen Samaritano, Inc. | $1,831,624 | 2023 |
| Luis G. Alcaraz Retirement Plan | Luis G. Alcaraz | $1,113,009 | 2023 |
| Edwin Soto Gonzalez Profit Sharing Plan | Edwin Soto Gonzalez | $844,048 | 2023 |
| Dra. Iris Acevedo Marty Psc Retirement Plan | Dra. Iris Acevedo Marty Psc | $786,164 | 2023 |
| Aguadilla Eye Md Psc Retirement Plan | Aguadilla Eye Md Psc | $733,772 | 2023 |
| Dra. Cristina Cortes Cobos Retirement Plant | Dra.Cristina Cortes Cobos | $705,467 | 2023 |
| North Shore Cardiology Csp Retirement Plan | North Shore Cardiology Csp | $499,504 | 2023 |
| Maximo Solar Industries, Inc. Savings And Retirement Plan | Maximo Solar Industries, Inc. | $246,527 | 2023 |
| Endodoncia Y Estetica Dental, Csp. Retirement Plan | Endodoncia Y Estetica Dental, Csp | $216,878 | 2023 |
| Randy Y Javier Gonzalez Retirement Plan | Randy Gonzalez E Hijos | $187,000 | 2023 |
| Eric Enrique Ortiz Llavona Retirement Plan | Eric Enrique Ortiz Llavona | $180,912 | 2023 |
| Jose H. Valentin Sivico Dmd Retirement Plan | Jose H. Valentin Sivico | $154,386 | 2023 |
| Clinica Visual Del Oeste, Csp Profit Sharing Retirement Plan | Clinica Visual Del Oeste, Csp | $143,866 | 2023 |
| Cardio Services, Inc. Retirement Plan Series 95-1165 | Cardio Services, Inc. | $119,558 | 2023 |
| Maria M. Rosario Lopez Retirement Plan | Maria Rosario Lopez | $108,449 | 2023 |
| Jucacanrei Profit Sharing Retirement Plan | Juan Carlos Cancio Reichard | $84,116 | 2023 |
| Francisco E. Parrilla Quinones Retirement Plan | Francisco E. Parrilla Quinones | $46,501 | 2023 |
| Hospital Buen Samaritano- Life Insurance Plan | Hospital Comunitario Buen Samaritano | not reported in the loaded dataset | 2023 |
| Lufthansa Business Travel Accident | Lufthansa Technik Puerto Rico | not reported in the loaded dataset | 2023 |
| Hospital Buen Samaritano Health Insurance Plan | Hospital Comunitario Buen Samaritano | not reported in the loaded dataset | 2023 |
| Infosys Bpm Limited Short Term Disability Plan | Infosys Bpm Limited | not reported in the loaded dataset | 2023 |
| Hewlett Packard Enterprise Pr - Death, Weekly Income & Major Medical/Dental Plan | Hewlett Packard Enterprise Iv LLC | not reported in the loaded dataset | 2023 |
Largest plans in Aguadilla → · Aguadilla plans by participants → · Aguadilla plans with financial data → · Aguadilla plans with provider compensation → · $1B+ plans in Aguadilla →
Related Form 5500 pages
- All PR Form 5500 filings
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan (plan 002)
- Hewlett Packard Enterprise Iv LLC — all reported plans
- Lufthansa Technik Puerto Rico Savings Plan (plan 001)
- Lufthansa Technik Puerto Rico LLC — all reported plans
- Roberto Vazquez Ramos Retirement Plan (plan 001)
- Roberto Vazquez Ramos — all reported plans
- Hospital Buen Samaritano Retirement Plan (plan 001)
- Hospital Comunitario Buen Samaritano, Inc. — all reported plans
- Luis G. Alcaraz Retirement Plan (plan 001)
- Luis G. Alcaraz — all reported plans
- Edwin Soto Gonzalez Profit Sharing Plan (plan 001)
- Edwin Soto Gonzalez — all reported plans
- Dra. Iris Acevedo Marty Psc Retirement Plan (plan 002)
- Dra. Iris Acevedo Marty Psc — all reported plans
- Aguadilla Eye Md Psc Retirement Plan (plan 001)
- Aguadilla Eye Md Psc — all reported plans
- Dra. Cristina Cortes Cobos Retirement Plant (plan 001)
- Dra.Cristina Cortes Cobos — all reported plans
- North Shore Cardiology Csp Retirement Plan (plan 001)
- North Shore Cardiology Csp — all reported plans
- Maximo Solar Industries, Inc. Savings And Retirement Plan (plan 001)
- Maximo Solar Industries, Inc. — all reported plans
- Endodoncia Y Estetica Dental, Csp. Retirement Plan (plan 001)
- Endodoncia Y Estetica Dental, Csp — all reported plans
- Randy Y Javier Gonzalez Retirement Plan (plan 001)
- Randy Gonzalez E Hijos — all reported plans
- Eric Enrique Ortiz Llavona Retirement Plan (plan 001)
- Eric Enrique Ortiz Llavona — all reported plans
- Jose H. Valentin Sivico Dmd Retirement Plan (plan 001)
- Jose H. Valentin Sivico — all reported plans
- Methodology
- Data sources