Plan5500

Loiza, 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, Loiza, PR has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,408,465 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Loiza

  • 3 loaded plans hold $3.4M in reported assets across 2 sponsors.
  • The largest, Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc., holds 97% of reported Loiza plan assets.
  • Plans cover 275 participants — about 92 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.4MSummed across loaded plans$3,408,465
Total reported assets$3.4M$3,408,465
Total reported participants275
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.4M total assets
Net assets$3.4MLiabilities$0
Contributions & income
Employer contributions$308.8K
Participant contributions$276.3K
Total income / additions$932.6K
Expenses & distributions
Benefits paid / distributions$241.6K
Total expenses$283.2K
Net increase / (decrease)$649.4K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Loiza market comparison

Largest plan share of assets97%Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc.
Participants per plan92Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Loiza

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

  1. 1
    Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc.$3.3M
    Concilio De Salud Integrl De Loiza, Inc. · 2023
  2. 2
    Wilberto Rivera Lanzo Retirement Plan$102.5K
    Wilberto Rivera Lanzo · 2023
  3. 3
    Concilio De Salud Integral De Loiza Health Plannot reported in the loaded dataset
    Concilio De Salud Integral De Loiza Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Loiza, PR?
3 plan(s) reported by 2 sponsor(s) are loaded for Loiza, PR.

Related Form 5500 pages