Trujillo Alto, 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, Trujillo Alto, PR has 29 loaded benefit plan(s) reported by 26 plan sponsor(s), with $22,243,601 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 26
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $22,243,601
- Total reported liabilities (EOY)
- $20,697
- Total reported net assets (EOY)
- $22,222,904
Contributions & income
- Employer contributions
- $601,585
- Participant contributions
- $994,432
- Total income / additions
- $5,592,506
Expenses & distributions
- Benefits paid / distributions
- $522,328
- Total expenses
- $535,757
- Net increase / (decrease)
- $5,056,749
Coverage
- Total reported participants
- 2,601
- Plans with financial statements
- 27
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Trujillo Alto, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Atlantis Healthcare 1165(E) Savings Plan For Non-Union | Atlantis Health Care Group Of Puerto Rico Inc | $6,675,608 | 2023 |
| Vr Rodriguez-Rivera Retirement Plan | Victor R. Rodriguez Rivera | $3,333,595 | 2023 |
| Edwin Valentin Malave, Md Retirement Plan | Edwin Valentin Malave | $2,482,687 | 2023 |
| Atlantis Healthcare 1165(E) Savings Plan For Union Employees | Atlantis Health Care Group Of Puerto Rico, Inc. | $1,496,625 | 2023 |
| J. Rosado Rivera Retirement Plan | Jorge L. Rosado Rivera | $1,257,496 | 2023 |
| Eduardo J. Viruet Retirement Plan | Eduardo J. Viruet | $931,034 | 2023 |
| Mildred Alfonso Rivera Retirement Plan | Mildred Alfonso Rivera | $808,946 | 2023 |
| Myt Clinical Services Retirement Plan | Jose Sanabria Santiago | $687,145 | 2023 |
| Lmr Retirement Plan | Lourdes Rodriguez Guzman | $684,507 | 2023 |
| Joft Retirement Plan | Jose O Fernandez Torres | $521,820 | 2023 |
| Lydia I. Ruiz Muniz, Md Retirement Plan | Lydia I. Ruiz Muniz | $494,395 | 2023 |
| L. Cortes Morales Retirement Plan (Formerly Luz N. Cortes Morales Retirement Plan) | Luz N. Cortes Morales | $473,694 | 2023 |
| Luis B. Rivera Nazario, Dc Retirement Plan | Luis B. Rivera Nazario | $426,969 | 2023 |
| M. Pacheco-Orengo Retirement Plan | Miguel A Pacheco Orengo | $352,521 | 2023 |
| Antilles Military Academy, Inc Retirement Plan | Antilles Military Academy, Inc | $249,857 | 2023 |
| Prime Controls, Inc. Retirement Plan | Prime Controls, Inc. | $212,796 | 2023 |
| Altevix LLC Retirement Plan | Altevix LLC | $176,535 | 2023 |
| Hildeberto Blasco Sardinas Md Retirement Plan | Hildeberto Blasco | $164,345 | 2023 |
| Roger R. Fraites Negron Retirement Plan | Roger R. Fraites Negron | $162,065 | 2023 |
| Maria Del Carmen Viera Rivera Retirement Plan | Maria Del Carmen Viera Rivera | $132,259 | 2023 |
| Margarita Cruz Sanchez Retirement Plan | Margarita Cruz Sanchez | $126,947 | 2023 |
| Ojos Preciosos Retirement Plan | Nilda Perez Flores | $108,959 | 2023 |
| Pjc Retirement Plan | Pedro Cortes & Associates Engineers Psc | $105,154 | 2023 |
| Jjb Financial Services Retirement Plan | Jose J. Borges Gonzalez | $89,118 | 2023 |
| Frances Chiropractic Center Corp Retirement Plan | Frances Chiropractic Center Corp | $76,524 | 2023 |
Largest plans in Trujillo Alto → · Trujillo Alto plans by participants → · Trujillo Alto plans with financial data → · Trujillo Alto plans with provider compensation → · $1B+ plans in Trujillo Alto →
Related Form 5500 pages
- All PR Form 5500 filings
- Atlantis Healthcare 1165(E) Savings Plan For Non-Union (plan 001)
- Atlantis Health Care Group Of Puerto Rico Inc — all reported plans
- Vr Rodriguez-Rivera Retirement Plan (plan 001)
- Victor R. Rodriguez Rivera — all reported plans
- Edwin Valentin Malave, Md Retirement Plan (plan 001)
- Edwin Valentin Malave — all reported plans
- Atlantis Healthcare 1165(E) Savings Plan For Union Employees (plan 002)
- J. Rosado Rivera Retirement Plan (plan 001)
- Jorge L. Rosado Rivera — all reported plans
- Eduardo J. Viruet Retirement Plan (plan 001)
- Eduardo J. Viruet — all reported plans
- Mildred Alfonso Rivera Retirement Plan (plan 001)
- Mildred Alfonso Rivera — all reported plans
- Myt Clinical Services Retirement Plan (plan 001)
- Jose Sanabria Santiago — all reported plans
- Lmr Retirement Plan (plan 001)
- Lourdes Rodriguez Guzman — all reported plans
- Joft Retirement Plan (plan 001)
- Jose O Fernandez Torres — all reported plans
- Lydia I. Ruiz Muniz, Md Retirement Plan (plan 001)
- Lydia I. Ruiz Muniz — all reported plans
- L. Cortes Morales Retirement Plan (Formerly Luz N. Cortes Morales Retirement Plan) (plan 001)
- Luz N. Cortes Morales — all reported plans
- Luis B. Rivera Nazario, Dc Retirement Plan (plan 001)
- Luis B. Rivera Nazario — all reported plans
- M. Pacheco-Orengo Retirement Plan (plan 001)
- Miguel A Pacheco Orengo — all reported plans
- Antilles Military Academy, Inc Retirement Plan (plan 001)
- Antilles Military Academy, Inc — all reported plans
- Methodology
- Data sources