Carolina, 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, Carolina, PR has 82 loaded benefit plan(s) reported by 61 plan sponsor(s), with $882,254,423 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 82
- Plan sponsors
- 61
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $882,254,423
- Total reported liabilities (EOY)
- $145,553
- Total reported net assets (EOY)
- $882,081,890
Contributions & income
- Employer contributions
- $7,925,689
- Participant contributions
- $15,812,100
- Total income / additions
- $167,682,174
Expenses & distributions
- Benefits paid / distributions
- $27,781,562
- Total expenses
- $28,726,708
- Net increase / (decrease)
- $138,955,466
Coverage
- Total reported participants
- 21,317
- Plans with financial statements
- 60
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carolina, 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 |
|---|---|---|---|
| The Savings Plan For Lilly Affiliate Employees In Puerto Rico | Lilly Del Caribe, Inc. | $441,870,695 | 2023 |
| The Retirement Plan For Lilly Affiliate Employees In Puerto Rico | Lilly Del Caribe, Inc. | $335,326,883 | 2023 |
| Ricoh Puerto Rico Savings Plan | Ricoh Puerto Rico, Inc. | $23,671,053 | 2023 |
| The Marriott International, Inc. Puerto Rico Retirement Plan | Luxury Hotels International Of Puerto Rico, Inc. | $21,254,342 | 2023 |
| Johnson Controls De Puerto Rico, Inc. Savings And Investment Plan | Johnson Controls De Puerto Rico Inc. | $17,210,295 | 2023 |
| Garage Isla Verde Inc Retirement Plan | Garage Isla Verde LLC | $7,782,052 | 2023 |
| Dufry Puerto Rico Retirement Plan | Alliance Duty Free, LLC | $3,352,078 | 2023 |
| Boys & Girls Clubs Of Puerto Rico Retirement Plan | Boys & Girls Clubs Of Puerto Rico | $3,273,978 | 2023 |
| Avis Budget Puerto Rico, Inc. Union Profit Sharing Plan | Avis Budget De Puerto Rico Inc | $2,931,927 | 2023 |
| Pueblo Inc. Retirement Plan | Pueblo Inc. | $2,606,132 | 2023 |
| Fdr Retirement Plan | Francisco Diaz Rodriguez | $1,946,372 | 2023 |
| Pti Retirement Plan | Pac-Tech International, Inc. | $1,696,371 | 2023 |
| Seaborne Pr 1081.01(D) Plan | Seaborne Virgin Islands | $1,314,976 | 2023 |
| El San Juan Resort & Casino 1081.01 Retirement Plan And Trust | Fhr Esj Operations LLC | $1,236,019 | 2023 |
| Coreplus Savings & Retirement Plan | Coreplus Servicios Clinicos Y Patologicos, LLC. | $1,215,635 | 2023 |
| Farmacia Amiga, Inc. Coda Profit Sharing Plan | Farmacia Amiga, Inc. | $1,184,776 | 2023 |
| Antolin J. Padilla Morales Retirement Plan | Antolin J. Padilla Morales | $975,459 | 2023 |
| Puerto Rico Hospital Supply Retirement Plan | Puerto Rico Hospital Supply, Inc. | $951,834 | 2023 |
| Supermercados Econo, Inc Savings And Retirement Plan | Supermercados Econo, Inc | $768,094 | 2023 |
| Avis Budget De Puerto Rico, Inc. Profit Sharing Plan | Avis Budget De Puerto Rico Inc. | $757,739 | 2023 |
| P & C Auto Retirement Plan | P & C Auto, Inc. | $732,102 | 2023 |
| Critical Sleep & Pulmonary Solutions Retirement Plan | Critical Sleep & Pulmonary Solutions, Psc | $605,239 | 2023 |
| Clinical Medical Services Savings Plan | Clinical Medical Services | $604,665 | 2023 |
| B. Cornier Gracia Retirement Plan | Beatriz Cornier Gracia | $581,900 | 2023 |
| Luis R. Lopez Ruyol Retirement Plan | Luis R. Lopez Ruyol | $577,821 | 2023 |
Largest plans in Carolina → · Carolina plans by participants → · Carolina plans with financial data → · Carolina plans with provider compensation → · $1B+ plans in Carolina →
Related Form 5500 pages
- All PR Form 5500 filings
- The Savings Plan For Lilly Affiliate Employees In Puerto Rico (plan 004)
- Lilly Del Caribe, Inc. — all reported plans
- The Retirement Plan For Lilly Affiliate Employees In Puerto Rico (plan 020)
- Ricoh Puerto Rico Savings Plan (plan 001)
- Ricoh Puerto Rico, Inc. — all reported plans
- The Marriott International, Inc. Puerto Rico Retirement Plan (plan 001)
- Luxury Hotels International Of Puerto Rico, Inc. — all reported plans
- Johnson Controls De Puerto Rico, Inc. Savings And Investment Plan (plan 001)
- Johnson Controls De Puerto Rico Inc. — all reported plans
- Garage Isla Verde Inc Retirement Plan (plan 001)
- Garage Isla Verde LLC — all reported plans
- Dufry Puerto Rico Retirement Plan (plan 001)
- Alliance Duty Free, LLC — all reported plans
- Boys & Girls Clubs Of Puerto Rico Retirement Plan (plan 002)
- Boys & Girls Clubs Of Puerto Rico — all reported plans
- Avis Budget Puerto Rico, Inc. Union Profit Sharing Plan (plan 002)
- Avis Budget De Puerto Rico Inc — all reported plans
- Pueblo Inc. Retirement Plan (plan 001)
- Pueblo Inc. — all reported plans
- Fdr Retirement Plan (plan 001)
- Francisco Diaz Rodriguez — all reported plans
- Pti Retirement Plan (plan 001)
- Pac-Tech International, Inc. — all reported plans
- Seaborne Pr 1081.01(D) Plan (plan 002)
- Seaborne Virgin Islands — all reported plans
- El San Juan Resort & Casino 1081.01 Retirement Plan And Trust (plan 001)
- Fhr Esj Operations LLC — all reported plans
- Coreplus Savings & Retirement Plan (plan 001)
- Coreplus Servicios Clinicos Y Patologicos, LLC. — all reported plans
- Methodology
- Data sources