Barceloneta, 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, Barceloneta, PR has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $14,104,725 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,104,725
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,104,725

Contributions & income

Employer contributions
$432,227
Participant contributions
$1,322,438
Total income / additions
$3,613,434

Expenses & distributions

Benefits paid / distributions
$745,287
Total expenses
$968,669
Net increase / (decrease)
$2,644,765

Coverage

Total reported participants
937
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Barceloneta, 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

Largest loaded plans in Barceloneta, PR
PlanSponsorReported assets (EOY)Year
Aiac International Pharma Retirement PlanAiac International Pharma LLC$11,970,4132023
Wholesale Electric Caribe, Inc. Retirement PlanWholesale Electric Caribe, Inc.$2,134,3122023
Air Master AwningAir Master Awningnot reported in the loaded dataset2023
Health Benefit PlanAiac International Pharma, LLCnot reported in the loaded dataset2023
Aiac Life/Ltd Benefit PlanAiac International Pharma, LLCnot reported in the loaded dataset2023

Related Form 5500 pages