Santa Isabel, 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, Santa Isabel, PR has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $99,530,277 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

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$99,530,277
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$99,530,277

Contributions & income

Employer contributions
$5,618,773
Participant contributions
$11,837,618
Total income / additions
$27,249,695

Expenses & distributions

Benefits paid / distributions
$3,710,580
Total expenses
$3,711,258
Net increase / (decrease)
$23,538,437

Coverage

Total reported participants
3,207
Plans with financial statements
4
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Isabel, 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 Santa Isabel, PR
PlanSponsorReported assets (EOY)Year
Rtx Puerto Rico Savings PlanRtx Corporation$96,092,0502023
Campofresco Corp. Retirement PlanCampofresco Corp.$2,941,3712023
Laboratorio Clinico Plaza Oasis Retirement PlanLaboratorio Clinico Plaza Oasis, Inc.$388,1172023
Primary Internal Medicine Services, Psc. Retirement PlanDavid Rafael Questel Alvarado, Md$108,7392023
Campofresco Corp LifeCampofresco Corpnot reported in the loaded dataset2023
Campofresco Corp DentalCampofresco Corpnot reported in the loaded dataset2023

Related Form 5500 pages