2023 Form 5500 filing — Edp University 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 20250203145751NAL0003696515001) for Edp University Retirement Plan, reported by Edp University Of Puerto Rico, Inc. under EIN 66-0277132 and plan number 001. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203145751NAL0003696515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edp University Of Puerto Rico, Inc.
- EIN
- 66-0277132
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,160,268
- Total liabilities (EOY)
- $2,062
- Net assets (EOY)
- $2,158,206
- Employer contributions
- $98,977
- Participant contributions
- $218,908
- Total income / additions
- $615,673
- Benefits paid
- $83,313
- Administrative expenses
- $7,057
- Total expenses
- $90,370
- Net increase / (decrease)
- $525,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pronvest, Inc | ADVISOR | $5,837 | not reported in the loaded dataset |
| Nppg Record Keeping Solutions, LLC | RECORD KEEPER | $1,220 | not reported in the loaded dataset |