2023 Form 5500 filing — Puerto Rico Telephone Company Retirement Plan For Certain Former Employees
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 20241015170235NAL0029194273001) for Puerto Rico Telephone Company Retirement Plan For Certain Former Employees, reported by Puerto Rico Telephone Company under EIN 66-0564397 and plan number 005. It reports 1,935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170235NAL0029194273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puerto Rico Telephone Company
- EIN
- 66-0564397
- Plan number
- 005
- Location
- San Juan, PR
- Participants
- 1,935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,557,490
- Total liabilities (EOY)
- $55,500
- Net assets (EOY)
- $76,501,990
- Total income / additions
- $5,086,469
- Benefits paid
- $4,403,863
- Administrative expenses
- $1,053,173
- Total expenses
- $5,457,036
- Net increase / (decrease)
- -$370,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $72,607 | not reported in the loaded dataset |
| Alliancebernstein L.P. | NONE | $61,085 | not reported in the loaded dataset |
| Pimco | NONE | $35,765 | not reported in the loaded dataset |
| Kbi Global Investors | NONE | $33,381 | not reported in the loaded dataset |
| Banco Popular De Puerto Rico | NONE | $24,092 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | NONE | $19,766 | $0 |
| Mercer | NONE | $15,791 | not reported in the loaded dataset |