2023 Form 5500 filing — Firstbank Puerto Rico Retirement Plan For The Former Employees Of Banco Santander

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 20241127152413NAL0002949971001) for Firstbank Puerto Rico Retirement Plan For The Former Employees Of Banco Santander, reported by Firstbank Pr under EIN 66-0183103 and plan number 001. It reports 1,567 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)$46.8MReported net assets$46,808,350
Participants1.6K1,567
Provider compensation$18.2K1 Schedule C row(s)$18,235
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241127152413NAL0002949971001
Plan sponsor
Firstbank Pr
EIN
66-0183103
Plan number
001
Location
San Juan, PR
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)$46.8M total assets
Net assets$46.8MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Full reported line items
Total assets (EOY)
$46,808,350
Total liabilities (EOY)
$0
Net assets (EOY)
$46,808,350
Total income / additions
$3,815,072
Benefits paid
$3,390,492
Administrative expenses
$18,547
Total expenses
$3,409,039
Net increase / (decrease)
$406,033

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Legal&General Invt Mgt America,Inc.NONE$18,235not reported in the loaded dataset

Related Form 5500 pages