2023 Form 5500 filing — Caribe Federal Credit Union Employees Pension 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 20240708140536NAL0014199377003) for Caribe Federal Credit Union Employees Pension Plan, reported by Caribe Federal Credit Union under EIN 66-0204432 and plan number 001. It reports 118 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)$4.9MReported net assets$4,925,808
Participants118
Provider compensation$51.1K4 Schedule C row(s)$51,131
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240708140536NAL0014199377003
- Plan sponsor
- Caribe Federal Credit Union
- EIN
- 66-0204432
- Plan number
- 001
- Location
- Hato Rey, 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)$4.9M total assets
Net assets$4.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $4,925,808
- Net assets (EOY)
- $4,925,808
- Employer contributions
- $230,341
- Participant contributions
- $199,224
- Total income / additions
- $990,498
- Benefits paid
- $187,558
- Administrative expenses
- $43,954
- Total expenses
- $231,512
- Net increase / (decrease)
- $758,986
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEPER | $28,050 | $0 |
| Quinones Archilla | OTHER | $17,614 | $0 |
| Lincoln Financial Securities | BROKER/ ADVISOR | $0 | $3,265 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISOR | $2,202 | $0 |