2023 Form 5500 filing — Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral 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 20241023160453NAL0002139155001) for Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan, reported by Cooperativa De Seguros De Vida De Puerto Rico under EIN 66-0231517 and plan number 002. It reports 309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023160453NAL0002139155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooperativa De Seguros De Vida De Puerto Rico
- EIN
- 66-0231517
- Plan number
- 002
- Location
- San Juan, PR
- Participants
- 309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,825,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,825,712
- Employer contributions
- $71,704
- Participant contributions
- $475,874
- Total income / additions
- $1,262,705
- Benefits paid
- $390,246
- Administrative expenses
- $18,582
- Total expenses
- $408,828
- Net increase / (decrease)
- $853,877
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Coop De Seguros De Vida De Pr | INVESTMENT ADVISOR | $5,628 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | BROKER/ADVISER | $0 | $5,386 |
| Envestnet Retirement Solutions LLC | OTHER | $1,407 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,051 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $248 | not reported in the loaded dataset |