2023 Form 5500 filing — Union De Tronquistas De Puerto Rico Local 901 Of Crowley Liner Services Puerto Rico Inc Defined Contribution 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 20250203091736NAL0012854754001) for Union De Tronquistas De Puerto Rico Local 901 Of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan, reported by Crowley Liner Services Puerto Rico,Inc. under EIN 66-0208002 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203091736NAL0012854754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crowley Liner Services Puerto Rico,Inc.
- EIN
- 66-0208002
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,584,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,584,273
- Employer contributions
- $1,290,808
- Participant contributions
- $0
- Total income / additions
- $5,666,156
- Benefits paid
- $2,381,556
- Administrative expenses
- $54,715
- Total expenses
- $2,436,271
- Net increase / (decrease)
- $3,229,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,666 | $0 |
| Banco Popular | OTHER SERVICES | $10,190 | not reported in the loaded dataset |
| Strategic Advisor Inc | ADVISOR | $1,729 | not reported in the loaded dataset |
| Finanxial LLC | not reported in the loaded dataset | $130 | not reported in the loaded dataset |