2023 Form 5500 filing — Union De Tronquistas De Puerto Rico Local 901 1165(E) 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 20241112082709NAL0015911889001) for Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan, reported by Union De Tronquistas De Puerto Rico under EIN 66-0344357 and plan number 002. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,192,691
Participants366
Provider compensation$67.7K6 Schedule C row(s)$67,668
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241112082709NAL0015911889001
Plan sponsor
Union De Tronquistas De Puerto Rico
EIN
66-0344357
Plan number
002
Location
San Juan, PR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$2.2M total assets
Net assets$2.2MLiabilities$18.7K
Money in vs. money out
Total income / additions$720.9K
Total expenses$167.1K
Benefits paid / distributions$104.7K
Contributions
Employer$293.4K
Participant$166.4K
Full reported line items
Total assets (EOY)
$2,211,369
Total liabilities (EOY)
$18,678
Net assets (EOY)
$2,192,691
Employer contributions
$293,437
Participant contributions
$166,405
Total income / additions
$720,900
Benefits paid
$104,655
Administrative expenses
$62,422
Total expenses
$167,077
Net increase / (decrease)
$553,823
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMIN · Direct $18.5K · Indirect $886
  2. 2
    AUDITORS · Direct $18.1K · Indirect $0
  3. 3
    RECORDKEEPER · Direct $17.1K · Indirect $0
  4. 4
    OTHER · Direct $7.8K · Indirect $0
  5. 5
    BROKER ADVISOR · Direct $0 · Indirect $5.3K
  6. 6
    INVESTMENT MGMT · Direct $6 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241112082709NAL0015911889001 cover?
It is the 2023 Form 5500 filing for Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan, reported by Union De Tronquistas De Puerto Rico (EIN 66-0344357).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages