2023 Form 5500 filing — Sistema Universitario Ana G Mendez Employees Savings Investment 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 20240715135137NAL0002553408001) for Sistema Universitario Ana G Mendez Employees Savings Investment Plan, reported by Sistema Universitario Ana G Mendez under EIN 66-0201206 and plan number 002. It reports 1,435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715135137NAL0002553408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sistema Universitario Ana G Mendez
- EIN
- 66-0201206
- Plan number
- 002
- Location
- San Juan, PR
- Participants
- 1,435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,515,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,515,530
- Employer contributions
- $386,185
- Participant contributions
- $1,929,091
- Total income / additions
- $7,660,292
- Benefits paid
- $2,689,669
- Administrative expenses
- $0
- Total expenses
- $2,689,669
- Net increase / (decrease)
- $4,970,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $86,826 | not reported in the loaded dataset |
| Pension Administrators Group Inc | CONTRACT ADMIN | $16,971 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMNT MGMT | $10,961 | not reported in the loaded dataset |