2023 Form 5500 filing — Ccl Label De Puerto Rico, Inc. Retirement & Savings 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 20241230083404NAL0008608691001) for Ccl Label De Puerto Rico, Inc. Retirement & Savings Plan, reported by Ccl Puerto Rico, Inc. under EIN 39-1813266 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230083404NAL0008608691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ccl Puerto Rico, Inc.
- EIN
- 39-1813266
- Plan number
- 001
- Location
- Sabana Grande, PR
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,420,096
- Total liabilities (EOY)
- $11,370
- Net assets (EOY)
- $5,408,726
- Employer contributions
- $319,297
- Participant contributions
- $368,947
- Total income / additions
- $1,308,367
- Benefits paid
- $118,104
- Administrative expenses
- $62,889
- Total expenses
- $180,993
- Net increase / (decrease)
- $1,127,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,433 | $0 |
| Independent Financial Group LLC | INVESTMENT ADVISOR | $19,151 | $0 |
| Empower Advisory Group LLC | INVESTMENT MNGT | $13,085 | $0 |