Plan5500

Maunabo, 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, Maunabo, PR has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $129,694 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Maunabo

  • 2 loaded plans hold $129.7K in reported assets across 2 sponsors.
  • The largest, Victor M. Ortiz Medina Retirement Plan, holds 100% of reported Maunabo plan assets.
  • Plans cover 2 participants — about 1 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$129.7KSummed across loaded plans$129,694
Total reported assets$129.7K$129,694
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$129.7K total assets
Net assets$129.7KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$23.6K
Expenses & distributions
Benefits paid / distributions$15K
Total expenses$15K
Net increase / (decrease)$8.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Maunabo market comparison

Largest plan share of assets100%Victor M. Ortiz Medina Retirement Plan
Participants per plan1Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Maunabo

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

  1. 1
    Victor M. Ortiz Medina Retirement Plan$129.7K
    Victor M. Ortiz Medina · 2023
  2. 2
    D'Rod Retirement Plannot reported in the loaded dataset
    Denise Y. Rodriguez Steidel · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages