2023 Form 5500 filing — Sistema Universitario Ana G Mendez Inc Pension 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 20250515115754NAL0019611729001) for Sistema Universitario Ana G Mendez Inc Pension Plan, reported by Sistema Universitario Ana G Mendez under EIN 66-0201206 and plan number 001. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$49.5MReported net assets$49,535,291
Participants395
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250515115754NAL0019611729001
Plan sponsor
Sistema Universitario Ana G Mendez
EIN
66-0201206
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)$49.5M total assets
Net assets$49.5MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$4.7M
Benefits paid / distributions$4.7M
Full reported line items
Total assets (EOY)
$49,535,291
Total liabilities (EOY)
$0
Net assets (EOY)
$49,535,291
Total income / additions
$2,653,040
Benefits paid
$4,663,421
Administrative expenses
$0
Total expenses
$4,663,421
Net increase / (decrease)
-$2,010,381

Related Form 5500 pages