I.L.A. Prssa Pension Plan — Form 5500 plan (I.L.A. Prssa Pension Plan)

Plain-English plan 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, I.L.A. Prssa Pension Plan is a benefit plan reported by I.L.A. Prssa Pension Plan under EIN 51-0151862 and plan number 001. The latest loaded filing year is 2023. The filing reports 834 participants and $108,533,948 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
I.L.A. Prssa Pension Plan
EIN
51-0151862
Plan number
001
Plan type
1
Location
San Juan, PR
Latest filing year
2023
Participants
834
End-of-year plan assets
$108,533,948

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023834H, C20250714124831NAL0001083137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,533,948
Total liabilities (EOY)
$241,994
Net assets (EOY)
$108,291,954
Net assets (BOY)
$103,048,901

Income & contributions

Total contributions
$0
Total income / additions
$13,429,838

Expenses & distributions

Benefits paid
$7,390,618
Administrative expenses
$796,167
Total expenses
$8,186,785
Net increase / (decrease)
$5,243,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Md SassINVESTMENT MANAGER$288,908$02023
Oscar Rodriguez CordovaPLAN ADMINISTRATOR$75,300$02023
Rafael Cortina-YacePLAN CONSULTANT$51,390$02023
The Segal CompanyACTUARIES$50,920$02023
Trucker Huss A Professional CompanyLEGAL ADVISORS$42,652$02023
Luis SierraACCOUNTANT$41,484$02023
Crowe Pr PscFINANCIAL AUDITORS$33,600$02023
Lou Ann Mathews DiazSECRETARY$23,890$02023
Mendoza Law OfficesLEGAL ADVISORS$18,263$02023
Fifth Third BankCUSTODIAN$11,751$02023

Related Form 5500 pages