What is the latest Form 5500 filing year for Board Of Trustees Union De Tronquistas De Puerto Rico Local 901?

The latest loaded Form 5500 filing year for Board Of Trustees Union De Tronquistas De Puerto Rico Local 901 is 2023.

Board Of Trustees Union De Tronquistas De Puerto Rico Local 901 — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Board Of Trustees Union De Tronquistas De Puerto Rico Local 901 (EIN 66-0344357) is a plan sponsor located in San Juan, PR with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 66-0344357
Location: San Juan, PR
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Board Of Trustees Union De Tronquistas De Puerto Rico Local 901

2 loaded plans hold $3.6M in reported assets.
The largest, Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan, holds 62% of this company's reported plan assets.
Plans cover 3,929 reported participants.
2 of 2 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3MSummed across loaded plans$3,332,434

Total reported assets$3.6M$3,579,052

Total reported participants3.9K3,929

Total reported liabilities$246.6K$246,618

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets

Net assets$3.3MLiabilities$246.6K

Contributions & income

Employer contributions$428.7K

Participant contributions$166.4K

Total income / additions$3.2M

Expenses & distributions

Benefits paid / distributions$1.9M

Total expenses$2.7M

Net increase / (decrease)$448.4K

Data coverage

Plans with financial statements2 / 2 (100%)

Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets62%Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan

Participants per plan1,965Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

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

1
Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan$2.2M
Plan #002 · 366 participants · 2023
2
Union De Tronquistas De Puerto Rico Local 901 - Pension Plan$1.4M
Plan #001 · 3,563 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Union De Tronquistas De Puerto Rico Local 901. Open one for its full reported snapshot.

2023
Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan366 participants · 1Sch HSch C
View filing →
2023
Union De Tronquistas De Puerto Rico Local 901 - Pension Plan3,563 participants · 1Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Board Of Trustees Union De Tronquistas De Puerto Rico Local 901 report on Form 5500?: Board Of Trustees Union De Tronquistas De Puerto Rico Local 901 (EIN 66-0344357) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Board Of Trustees Union De Tronquistas De Puerto Rico Local 901?: The Employer Identification Number (EIN) reported for Board Of Trustees Union De Tronquistas De Puerto Rico Local 901 is 66-0344357.
What is the latest Form 5500 filing year for Board Of Trustees Union De Tronquistas De Puerto Rico Local 901?: The latest loaded Form 5500 filing year for Board Of Trustees Union De Tronquistas De Puerto Rico Local 901 is 2023.