2023 Form 5500 filing — Cooperativa De Ahorro Y Credito Oriental 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 20240923090941NAL0011239025001) for Cooperativa De Ahorro Y Credito Oriental Retirement Plan, reported by Cooperativa De Ahorro Y Credito Oriental under EIN 66-0287790 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923090941NAL0011239025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooperativa De Ahorro Y Credito Oriental
- EIN
- 66-0287790
- Plan number
- 001
- Location
- Humacao, PR
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,145,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,145,850
- Employer contributions
- $215,761
- Participant contributions
- $228,270
- Total income / additions
- $1,199,088
- Benefits paid
- $572,885
- Administrative expenses
- $16,316
- Total expenses
- $589,201
- Net increase / (decrease)
- $609,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,316 | $0 |
| Independent Financial Group | INVESTMENT ADVISOR | $11,607 | $0 |
| A & A Emplyee Benefits Consulting | CONTRACT ADMIN | $0 | $4,643 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $812 | $0 |