Mercedita, 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, Mercedita, PR has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $31,211,849 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$31,211,849
Total reported liabilities (EOY)
$25,977
Total reported net assets (EOY)
$31,185,872

Contributions & income

Employer contributions
$4,712,374
Participant contributions
$670,058
Total income / additions
$7,638,855

Expenses & distributions

Benefits paid / distributions
$2,771,568
Total expenses
$2,898,939
Net increase / (decrease)
$4,739,916

Coverage

Total reported participants
681
Plans with financial statements
4
Plans with provider compensation
3

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

Largest loaded plans in Mercedita, PR
PlanSponsorReported assets (EOY)Year
Destileria Serralles, Inc. Puerto Rico Pension PlanDestileria Serralles, Inc.$18,787,0922023
Destileria Serralles Inc Retirement PlanDestileria Serralles, Inc$9,660,8922023
Union De La Industria Licorera De Ponce Pension PlanDestileria Serralles$2,439,9082023
Institute Of Pulmonary Diseases, Csp Retirement PlanInstitute Of Pulmonary Diseases Csp$323,9572023

Related Form 5500 pages