2023 Form 5500 filing — Abarca Health Savings & Retirement Plan & 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 20250204184218NAL0004672451001) for Abarca Health Savings & Retirement Plan & Retirement Plan, reported by Abarca Health LLC under EIN 66-0742627 and plan number 001. It reports 486 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)$9.7MReported net assets$9,710,018
Participants486
Provider compensation$10.7K1 Schedule C row(s)$10,707
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250204184218NAL0004672451001
- Plan sponsor
- Abarca Health LLC
- EIN
- 66-0742627
- 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)$9.7M total assets
Net assets$9.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,710,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,710,018
- Employer contributions
- $399,286
- Participant contributions
- $1,446,994
- Total income / additions
- $3,343,295
- Benefits paid
- $209,147
- Administrative expenses
- $8,477
- Total expenses
- $217,624
- Net increase / (decrease)
- $3,125,671
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Popular Inc. | TRUSTEE & RK FEES | $8,477 | $2,230 |