Plan5500

Naguabo, 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, Naguabo, PR has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $14,808,137 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.8MSummed across loaded plans$14,791,962
Total reported assets$14.8M$14,808,137
Total reported participants256
Total reported liabilities$16.2K$16,175

Reported net position

Reported assets = net assets + liabilities (summed)$14.8M total assets
Net assets$14.8MLiabilities$16.2K
Contributions & income
Employer contributions$841K
Participant contributions$451.1K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$935.5K
Total expenses$999.1K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Naguabo market comparison

Largest plan share of assets85%Combe Products Employees Savings Plan
Participants per plan43Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Naguabo

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

  1. 1
    Combe Products Employees Savings Plan$12.6M
    Combe Products Inc · 2023
  2. 2
    Laboratorio Clinico Medina, Inc Retirement Plan$673.9K
    Laboratorio Clinico Medina, Inc · 2023
  3. 3
    Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187$658.2K
    Dr. Jose W. Valle Oliveras · 2023
  4. 4
    Mara Astacio Almodovar, Md Retirement Plan$637.3K
    Mara Astacio Almodovar · 2023
  5. 5
    J. Rodriguez-Cintron Retirement Plan$209.1K
    Jovina Rodriguez Cintron · 2023
  6. 6
    Combe Products Welfare Plannot reported in the loaded dataset
    Combe Products, Inc. · 2023

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

Related Form 5500 pages