2023 Form 5500 filing — Puerto Rico Federal Credit Union 1081.01 Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240220075201NAL0000561313001) for Puerto Rico Federal Credit Union 1081.01 Retirement Plan, reported by Puerto Rico Federal Credit Union under EIN 66-0239950 and plan number 001. It reports 51 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.1MReported net assets$1,078,383
Participants51
Provider compensation$8.7K4 Schedule C row(s)$8,688
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240220075201NAL0000561313001
- Plan sponsor
- Puerto Rico Federal Credit Union
- EIN
- 66-0239950
- Plan number
- 001
- Location
- San Juan, PR
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $1,078,383
- Net assets (EOY)
- $1,078,383
- Employer contributions
- $29,528
- Participant contributions
- $48,953
- Total income / additions
- $227,487
- Benefits paid
- $159,198
- Administrative expenses
- $7,260
- Total expenses
- $166,458
- Net increase / (decrease)
- $61,029
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oriental Bank And Trust | TRUSTEE | $4,675 | $0 |
| Empower Annuty Insurance Company Of | RECORDKEEPER | $2,973 | $0 |
| Benefit Consulting Group Of Pr Inc | CONTRACT ADMIN | $0 | $1,039 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1 | $0 |