Plan5500

Luquillo, 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, Luquillo, PR has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $4,807,941 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Luquillo

  • 7 loaded plans hold $4.8M in reported assets across 7 sponsors.
  • The largest, Arnaldo I. Rosa Torrens Retirement Plan, holds 27% of reported Luquillo plan assets.
  • Plans cover 43 participants — about 6 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.7MSummed across loaded plans$4,689,368
Total reported assets$4.8M$4,807,941
Total reported participants43
Total reported liabilities$118.6K$118,573

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.7MLiabilities$118.6K
Contributions & income
Employer contributions$135.1K
Participant contributions$0
Total income / additions$649.4K
Expenses & distributions
Benefits paid / distributions$10.5K
Total expenses$10.5K
Net increase / (decrease)$638.9K

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation0 / 7 ()

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

Luquillo market comparison

Largest plan share of assets27%Arnaldo I. Rosa Torrens Retirement Plan
Participants per plan6Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Luquillo

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

  1. 1
    Arnaldo I. Rosa Torrens Retirement Plan$1.3M
    Arnaldo I. Rosa Torrens · 2023
  2. 2
    Ac Technical Services Corp Retirement Plan$1.1M
    Ac Technical Services Corp · 2023
  3. 3
    East Coast Medical Services, Inc. Retirement Plan Trust$1M
    East Coast Medical Services, Inc. · 2023
  4. 4
    Dra. Denisse Monserrate Lara Retirement Plan Series 95-1089$575K
    Physical Medicine Consultants Psc · 2023
  5. 5
    Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964$413.4K
    Dr. Angel M. Muntaner Morales · 2023
  6. 6
    Iibh Retirement Plan$246.9K
    Ivonne Benabe · 2023
  7. 7
    Gerardo Tejedor Gonzalez, Md Retirement Plan$179.2K
    Gerardo Tejedor Gonzalez · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Luquillo, PR?
7 plan(s) reported by 7 sponsor(s) are loaded for Luquillo, PR.

Related Form 5500 pages