2023 Form 5500 filing — Fondo Del Plan De Bienestar De La Union De Carpinteros

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 20241206114514NAL0006952753001) for Fondo Del Plan De Bienestar De La Union De Carpinteros, reported by Union De Carpinteros De Puerto Rico under EIN 66-0225596 and plan number 501. It reports 472 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)$2.8MReported net assets$2,779,182
Participants472
Provider compensation$97.8K4 Schedule C row(s)$97,826
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241206114514NAL0006952753001
Plan sponsor
Union De Carpinteros De Puerto Rico
EIN
66-0225596
Plan number
501
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)$2.8M total assets
Net assets$2.8MLiabilities$32.2K
Money in vs. money out
Total income / additions$204.8K
Total expenses$545.6K
Benefits paid / distributions$194.3K
Contributions
Employer$26.4K
Participant$0
Full reported line items
Total assets (EOY)
$2,811,415
Total liabilities (EOY)
$32,233
Net assets (EOY)
$2,779,182
Employer contributions
$26,405
Participant contributions
$0
Total income / additions
$204,836
Benefits paid
$194,344
Administrative expenses
$351,230
Total expenses
$545,574
Net increase / (decrease)
-$340,738
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $48.6K · Indirect $0
  2. 2
    NONE · Direct $22.1K · Indirect $0
  3. 3
    NONE · Direct $15.2K · Indirect $0
  4. 4
    NONE · Direct $12K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241206114514NAL0006952753001 cover?
It is the 2023 Form 5500 filing for Fondo Del Plan De Bienestar De La Union De Carpinteros, reported by Union De Carpinteros De Puerto Rico (EIN 66-0225596).
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