2023 Form 5500 filing — Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico 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 20241015144816NAL0028814513001) for Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan, reported by Hospital Espanol Auxilio Mutuo De Puerto Rico Inc under EIN 66-0486907 and plan number 001. It reports 1,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144816NAL0028814513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hospital Espanol Auxilio Mutuo De Puerto Rico Inc
- EIN
- 66-0486907
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 1,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,098,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,098,633
- Employer contributions
- $867,500
- Participant contributions
- $2,040,378
- Total income / additions
- $7,170,075
- Benefits paid
- $2,220,217
- Administrative expenses
- $178,988
- Total expenses
- $2,399,205
- Net increase / (decrease)
- $4,770,870
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $135,243 | $0 |
| Pension Administrators Group, Inc. | CONTRACT ADMIN | $63,190 | $0 |
| Osaic Wealth Inc | BORKER/ADVISOR | $0 | $56,000 |
| Empower Advisory Group, LLC | INVESTMENT MNT | $1,320 | $0 |