2023 Form 5500 filing — Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De Pr

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 20250324093845NAL0012695665001) for Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De Pr, reported by Pontificia Universidad Catolica De Pr under EIN 66-0191965 and plan number 002. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250324093845NAL0012695665001
Filing year
2023
Form type
2
Plan sponsor
Pontificia Universidad Catolica De Pr
EIN
66-0191965
Plan number
002
Location
Ponce, PR
Participants
567
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,213,559
Total liabilities (EOY)
$0
Net assets (EOY)
$14,213,559
Employer contributions
$185,419
Participant contributions
$749,887
Total income / additions
$2,624,500
Benefits paid
$504,428
Administrative expenses
$47,276
Total expenses
$551,704
Net increase / (decrease)
$2,072,796
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bppr - Popular Fiduciary ServicesTRUSTEE / RECORDKEEPER$47,276$45,965

Related Form 5500 pages