Fluor Puerto Rico Salaried Employees Retirement Plan — Form 5500 plan (Fluor Daniel Caribbean Inc)
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, Fluor Puerto Rico Salaried Employees Retirement Plan is a benefit plan reported by Fluor Daniel Caribbean Inc under EIN 57-0468292 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $45,933,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fluor Daniel Caribbean Inc
- EIN
- 57-0468292
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $45,933,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241004080723NAL0019180480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,933,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,933,796
- Net assets (BOY)
- $42,833,479
Income & contributions
- Employer contributions
- $434,909
- Participant contributions
- $671,562
- Total contributions
- $1,106,471
- Total income / additions
- $9,450,855
Expenses & distributions
- Benefits paid
- $6,162,435
- Administrative expenses
- $156,407
- Total expenses
- $6,350,538
- Net increase / (decrease)
- $3,100,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Administrators Group, Inc. | RECORDKEEPING | $138,380 | not reported in the loaded dataset | 2023 |
| Alberto R. Lazaro, Psc | AUDIT PLAN | $18,027 | not reported in the loaded dataset | 2023 |