Puerto Rico Telephone Co — 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, Puerto Rico Telephone Co (EIN 66-0564397) 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
- 66-0564397
- Location
- San Juan, PR
- Loaded plans
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $896,202,877
- Total reported liabilities (EOY)
- $908,844
- Total reported net assets (EOY)
- $895,294,033
Contributions & income
- Employer contributions
- $812,576
- Participant contributions
- $427,724
- Total income / additions
- $93,330,470
Expenses & distributions
- Benefits paid / distributions
- $112,424,490
- Total expenses
- $123,058,148
- Net increase / (decrease)
- -$29,727,678
Coverage
- Total reported participants
- 26,426
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Puerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly Employees | 008 | 7,968 | $800,425,311 | 2023 |
| Puerto Rico Telephone Company Retirement Plan For Certain Former Employees | 005 | 1,935 | $76,557,490 | 2023 |
| Puerto Rico Telephone Company Lump Sum Retirement Plan | 004 | 2,052 | $17,614,008 | 2023 |
| Claro Puerto Rico Employees Savings Plan | 009 | 2,650 | $875,560 | 2023 |
| Fideicomiso Para La Administracion Del Fondo De Beneficencia Uiet | 501 | 745 | $730,508 | 2023 |
| Prtc Health & Life Ins. Plan | 511 | 5,881 | not reported in the loaded dataset | 2023 |
| Prtc Salaried Emp. Ltd Expense Benefit | 505 | 1,660 | not reported in the loaded dataset | 2023 |
| Prtc Business Travel Insurance Plan | 507 | 1,650 | not reported in the loaded dataset | 2023 |
| Prtc Group Accidental Ins Plan / 24 Hrs | 508 | 1,650 | not reported in the loaded dataset | 2023 |
| Prtc Group Accident Plan Voluntary Ins-24hrs | 503 | 235 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Prtc Health & Life Ins. Plan | 5,881 | — | 20240625074551NAL0014936146001 |
| 2023 | Prtc Salaried Emp. Ltd Expense Benefit | 1,660 | — | 20240625074751NAL0010202800001 |
| 2023 | Prtc Group Accident Plan Voluntary Ins-24hrs | 235 | — | 20240625074853NAL0014938994001 |
| 2023 | Prtc Business Travel Insurance Plan | 1,650 | — | 20240625074857NAL0014713330001 |
| 2023 | Prtc Group Accidental Ins Plan / 24 Hrs | 1,650 | — | 20240625074952NAL0014713682001 |
| 2023 | Fideicomiso Para La Administracion Del Fondo De Beneficencia Uiet | 745 | H, C | 20241014103640NAL0013146067001 |
| 2023 | Claro Puerto Rico Employees Savings Plan | 2,650 | H | 20241015164603NAL0029158977001 |
| 2023 | Puerto Rico Telephone Company Lump Sum Retirement Plan | 2,052 | H | 20241015165949NAL0015127075001 |