2023 Form 5500 filing — Puerto Rico Energy LLC Retirement Savings 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 20240916103338NAL0003665650001) for Puerto Rico Energy LLC Retirement Savings Plan, reported by Puerto Rico Energy LLC under EIN 66-0759525 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916103338NAL0003665650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puerto Rico Energy LLC
- EIN
- 66-0759525
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,317,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,317,782
- Employer contributions
- $359,005
- Participant contributions
- $605,464
- Total income / additions
- $3,459,018
- Benefits paid
- $1,163,317
- Administrative expenses
- $75,764
- Total expenses
- $1,319,593
- Net increase / (decrease)
- $2,139,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oriental Bank & Trust | TRUSTEE | $45,732 | not reported in the loaded dataset |
| Rodriguez Torres | INVESTMENT ADVISOR | $35,459 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORKEEPER | $29,807 | $0 |
| Psv & Company Psc | AUDITOR | $10,920 | not reported in the loaded dataset |
| Leaft House Financial Advisors LLC | OTHER | $8,865 | not reported in the loaded dataset |
| Pension Plus Inc | CONTRACT ADMINISTRATOR | $0 | $8,865 |