Humacao, 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, Humacao, PR has 25 loaded benefit plan(s) reported by 24 plan sponsor(s), with $54,556,350 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $54,556,350
- Total reported liabilities (EOY)
- $208,851
- Total reported net assets (EOY)
- $54,426,764
Contributions & income
- Employer contributions
- $975,095
- Participant contributions
- $2,157,929
- Total income / additions
- $12,543,018
Expenses & distributions
- Benefits paid / distributions
- $3,539,891
- Total expenses
- $3,562,233
- Net increase / (decrease)
- $8,980,785
Coverage
- Total reported participants
- 1,479
- Plans with financial statements
- 21
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Humacao, 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 |
|---|---|---|---|
| One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan | Microsoft Operations Puerto Rico, LLC | $31,435,014 | 2023 |
| Lutron S.M. Retirement Savings Plan | Lutron S.M. Inc. | $9,054,713 | 2023 |
| Cooperativa De Ahorro Y Credito Oriental Retirement Plan | Cooperativa De Ahorro Y Credito Oriental | $5,145,850 | 2023 |
| Lesr Retirement Plan (Formerly Luis Ernesto Santini Rivera) | Luis Ernesto Santini Rivera | $3,001,818 | 2023 |
| Jlba Retirement Plan | Jose L. Benitez Aponte | $1,358,373 | 2023 |
| Juan Senquiz Diaz Retirement Plan | Juan Senquiz Diaz | $1,087,748 | 2023 |
| Laboratorio Clinico Millennium Retirement Plan | Laboratorio Clinico Millennium, Csp | $692,974 | 2023 |
| Luis Aponte Ruiz Retirement Plan | Luis Aponte Ruiz | $426,171 | 2023 |
| Ja Ortiz-Rodriguez Retirement Plan | Jose Anibal Ortiz Rodriguez | $419,277 | 2023 |
| David O. Rivera Rivera, Dds Retirement Plan | David Rivera Rivera | $370,054 | 2023 |
| Jose Cruz Beltran Retirement Plan | Jose Cruz Beltran | $325,000 | 2023 |
| M. Sosa Portillo Retirement Plan | Miguel E. Sosa Portillo | $235,333 | 2023 |
| Tax Credits International, Inc. Profit Sharing Retirement Plan | Tax Credits International, Inc. | $228,742 | 2023 |
| Galephar Pharmaceutical Retirement Plan | Galephar Pharmaceutical Research Inc | $222,035 | 2023 |
| Agripino Orlando Lugo Velazquez, Md Retirement Plan | Agripino Orlando Lugo Velazquez | $201,496 | 2023 |
| Ruddy H. Oquendo Maldonado Retirement Plan | Dr. Ruddy H. Oquendo Maldonado | $183,924 | 2023 |
| Osnet Wireless 1081. 01(D) Retirement Plan | Osnet Wireless Corp. | $92,671 | 2023 |
| Benjamin Quinones Lebron Psc Retirement Plan | Benjamin Quinones Lebron Psc | $42,076 | 2023 |
| Arnaldo Reyes Retirement Plan | Arnaldo Reyes Ortiz | $33,081 | 2023 |
| Jose F. Cordero Rivera Retirement Plan | Jose F. Cordero Rivera | $0 | 2023 |
| Ramon Alberto Zequeira Brinsfield Retirement Plan | Ramon Alberto Zequeira Brinsfield | $0 | 2023 |
| Lutron S.M. Health & Welfare Benefit Plan | Lutron, Sm Inc | not reported in the loaded dataset | 2023 |
| Hope Medical Center | Hope Medical Center | not reported in the loaded dataset | 2023 |
| Ryder Memorial Hospital, Inc Healthcare And Welfare Benefits Plan | Ryder Memorial Hospital, Inc. | not reported in the loaded dataset | 2023 |
| Galephar Pharmaceutical Research, Inc- Ltd Plan | Galephar Pharmaceutical Research, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Humacao → · Humacao plans by participants → · Humacao plans with financial data → · Humacao plans with provider compensation → · $1B+ plans in Humacao →
Related Form 5500 pages
- All PR Form 5500 filings
- One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan (plan 001)
- Microsoft Operations Puerto Rico, LLC — all reported plans
- Lutron S.M. Retirement Savings Plan (plan 001)
- Lutron S.M. Inc. — all reported plans
- Cooperativa De Ahorro Y Credito Oriental Retirement Plan (plan 001)
- Cooperativa De Ahorro Y Credito Oriental — all reported plans
- Lesr Retirement Plan (Formerly Luis Ernesto Santini Rivera) (plan 001)
- Luis Ernesto Santini Rivera — all reported plans
- Jlba Retirement Plan (plan 001)
- Jose L. Benitez Aponte — all reported plans
- Juan Senquiz Diaz Retirement Plan (plan 001)
- Juan Senquiz Diaz — all reported plans
- Laboratorio Clinico Millennium Retirement Plan (plan 001)
- Laboratorio Clinico Millennium, Csp — all reported plans
- Luis Aponte Ruiz Retirement Plan (plan 001)
- Luis Aponte Ruiz — all reported plans
- Ja Ortiz-Rodriguez Retirement Plan (plan 001)
- Jose Anibal Ortiz Rodriguez — all reported plans
- David O. Rivera Rivera, Dds Retirement Plan (plan 001)
- David Rivera Rivera — all reported plans
- Jose Cruz Beltran Retirement Plan (plan 001)
- Jose Cruz Beltran — all reported plans
- M. Sosa Portillo Retirement Plan (plan 001)
- Miguel E. Sosa Portillo — all reported plans
- Tax Credits International, Inc. Profit Sharing Retirement Plan (plan 001)
- Tax Credits International, Inc. — all reported plans
- Galephar Pharmaceutical Retirement Plan (plan 001)
- Galephar Pharmaceutical Research Inc — all reported plans
- Agripino Orlando Lugo Velazquez, Md Retirement Plan (plan 001)
- Agripino Orlando Lugo Velazquez — all reported plans
- Methodology
- Data sources