2023 Form 5500 filing — Stewart Enterprises Puerto Rico Retirement Trust
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 20241009090615NAL0036554050001) for Stewart Enterprises Puerto Rico Retirement Trust, reported by Service Corporation International under EIN 74-1488375 and plan number 004. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.6MReported net assets$3,557,717
Participants313
Provider compensation$8.8K1 Schedule C row(s)$8,782
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009090615NAL0036554050001
- Plan sponsor
- Service Corporation International
- EIN
- 74-1488375
- Plan number
- 004
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$11.5K
Full reported line items
- Total assets (EOY)
- $3,569,255
- Total liabilities (EOY)
- $11,538
- Net assets (EOY)
- $3,557,717
- Employer contributions
- $119,750
- Participant contributions
- $295,112
- Total income / additions
- $855,680
- Benefits paid
- $486,154
- Administrative expenses
- $8,659
- Total expenses
- $547,812
- Net increase / (decrease)
- $307,868
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bppr - Popular Fiduciary Services | RK & TRUSTEE | $8,659 | $123 |