2023 Form 5500 filing — Universidad Politecnica 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 20250515202407NAL0045145986001) for Universidad Politecnica Retirement Plan, reported by Universidad Politecnica De Puerto Rico under EIN 66-0362666 and plan number 001. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515202407NAL0045145986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universidad Politecnica De Puerto Rico
- EIN
- 66-0362666
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,536,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,536,939
- Employer contributions
- $289,123
- Participant contributions
- $905,346
- Total income / additions
- $2,967,548
- Benefits paid
- $386,793
- Administrative expenses
- $112,330
- Total expenses
- $499,123
- Net increase / (decrease)
- $2,468,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Consultiva International | NONE | $47,233 | not reported in the loaded dataset |
| Benefit Plans Admin Services | NONE | $39,049 | $0 |
| Bpas Trust Comp Of Puerto Rico | NONE | $23,617 | not reported in the loaded dataset |