San German, 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, San German, PR has 28 loaded benefit plan(s) reported by 24 plan sponsor(s), with $44,297,649 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
28
Plan sponsors
24
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$44,297,649
Total reported liabilities (EOY)
$136,369
Total reported net assets (EOY)
$44,161,280

Contributions & income

Employer contributions
$1,003,317
Participant contributions
$1,832,417
Total income / additions
$8,186,122

Expenses & distributions

Benefits paid / distributions
$3,119,656
Total expenses
$3,233,755
Net increase / (decrease)
$4,952,367

Coverage

Total reported participants
4,552
Plans with financial statements
23
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for San German, 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 San German, PR
PlanSponsorReported assets (EOY)Year
Fenwal International, Inc. Savings And Retirement PlanFenwal International, Inc.$26,065,7932023
Raul Marquez Santiago Retirement PlanRaul Marquez Santiago$3,413,5342023
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo)Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo$2,326,8262023
R. Grovas & C. Rodriguez Profit Sharing Retirement PlanRafael F. Grovas Porrata Caroline Rodriguez Ferrer$2,215,0032023
Mmv Internal Medicine Psc Retirement PlanMaritza Martinez Vargas$1,594,7152023
Axel Wilberto Velez Santiago Csp Retirement PlanAxel Wilberto Velez Santiago Csp$1,059,9632023
Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement PlanIsv Pediatrics Psc & Juan Barrientos G Medical Svcs Csp$992,0372023
Neuro Diagnostico Del Oeste, Csp Retirement PlanNeuro Diagnostico Del Oeste, Csp$947,1302023
Rad Nucs, LLC Profit Sharing PlanJennifer Rodriguez Ferrer$892,9292023
Daniel Almodovar Marchany Retirement Plan Series 98-1666Daniel Almodovar Marchany$668,7342023
Hostos Fernandez Caamano Retirement PlanHostos Fernandez Caamano$569,4502023
Amaury Segarra Torres, Md Retirement PlanAmaury Segarra Torres, Md$504,9152023
Jose Ivan Almodovar Laborde Retiremnet PlanJose Ivan Almodovar Laborde$475,7642023
Dento Medics Psc Retirement PlanDento Medics Psc$469,8422023
Ramon A. Montalvo Alvarez Retirement PlanRamon A. Montalvo Alvarez$460,9222023
Dento Ped Csp Retirement PlanDento Ped Csp$378,6652023
Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz MendozaSouthwest Orthodontics LLC$318,1022023
Dr. Mario Falletti Retirement PlanMario Falletti$254,4842023
Obed Perez Gonzalez, C.S.P. Retirement PlanObed Perez Gonzalez$201,8122023
Lillian M. Velez Figueroa Retirement PlanLillian M. Velez Figueroa$199,3022023
Francisco Flavio Noel Irizarry, Md Retirement PlanFrancisco F. Noel Irizarry, Csp$173,1612023
Animyr Retirement PlanAnibal Rosado Vidro$114,5662023
Jose W. Cordero Profit Sharing Retirement PlanJose W. Cordero$02023
Fenwal International Inc. Welfare PlanFenwal International Inc.not reported in the loaded dataset2023
Hospital De La Concepcion Life 2023Hospital De La Concepcionnot reported in the loaded dataset2023

Related Form 5500 pages