Plan5500

Isabela, 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, Isabela, PR has 15 loaded benefit plan(s) reported by 13 plan sponsor(s), with $8,236,385 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
13
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.2MSummed across loaded plans$8,217,885
Total reported assets$8.2M$8,236,385
Total reported participants1.7K1,657
Total reported liabilities$18.5K$18,500

Reported net position

Reported assets = net assets + liabilities (summed)$8.2M total assets
Net assets$8.2MLiabilities$18.5K
Contributions & income
Employer contributions$162.3K
Participant contributions$140K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$442.5K
Total expenses$480K
Net increase / (decrease)$635.1K

Data coverage

Plans with financial statements10 / 15 (67%)
Plans with provider compensation1 / 15 (7%)

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

Computed from loaded plans

Isabela market comparison

Largest plan share of assets44%Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan
Participants per plan110Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Isabela

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan$3.6M
    Cooperativa De Ahorro Y Credito De Isabela · 2023
  2. 2
    H. Vega Vega Defined Benefit Plan$1.4M
    Hector N. Vega · 2023
  3. 3
    Walter F. Nieves Torres Retirement Plan$994.7K
    Walter F. Nieves Torres · 2023
  4. 4
    Ildaly Maldonado Aviles Retirement Plan$672.2K
    Ildaly Maldonado Aviles · 2023
  5. 5
    Jesleen Vega Ramirez Retirement Plan$473.1K
    Jesleen Vega Ramirez · 2023
  6. 6
    Niset M. Perez Jusino Retirement Plan$379.1K
    Niset M. Perez Jusino · 2023
  7. 7
    A. Rodriguez Retirement Plan$354.1K
    Audeliz Rodriguez Rodriguez · 2023
  8. 8
    Isabela Dental Clinic, Inc. Retirement Plan Trust$208.9K
    Isabela Dental Clinic, Inc. · 2023
  9. 9
    J. Vega Ramirez Retirement Plan$132.5K
    Jennifer Vega Ramirez · 2023
  10. 10
    Va Claim Pros, LLC Savings Plan$0
    Va Claim Pros, LLC · 2023
  11. 11
    Capitol Bridge Puerto Rico, LLC. - Life & Ad&D Plannot reported in the loaded dataset
    Capitol Bridge Puerto Rico LLC. · 2023
  12. 12
    Capitol Bridge Puerto Rico, LLC. - Employee Assistance Programnot reported in the loaded dataset
    Capitol Bridge Puerto Rico LLC. · 2023
  13. 13
    Capitol Bridge Puerto Rico LLC.- Health Plannot reported in the loaded dataset
    Capitol Bridge Puerto Rico LLC. · 2023
  14. 14
    Ae Mana Isabela Health Plannot reported in the loaded dataset
    Ae Mana Isabela, Corp. · 2023
  15. 15
    Agustin Morales Dba Econo Isabela- Health Plannot reported in the loaded dataset
    Agustin Morales Dba Econo Isabela · 2023

Largest plans in Isabela → · Isabela plans by participants → · Isabela plans with financial data → · Isabela plans with provider compensation → · $1B+ plans in Isabela →

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