Pontifical Catholic University Of Puerto Rico Pension Plan — Form 5500 plan (Pontifical Catholic University Of Puerto Rico)
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, Pontifical Catholic University Of Puerto Rico Pension Plan is a benefit plan reported by Pontifical Catholic University Of Puerto Rico under EIN 66-0191965 and plan number 001. The latest loaded filing year is 2023. The filing reports 868 participants and $41,346,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pontifical Catholic University Of Puerto Rico
- EIN
- 66-0191965
- Plan number
- 001
- Plan type
- 2
- Location
- Ponce, PR
- Latest filing year
- 2023
- Participants
- 868
- End-of-year plan assets
- $41,346,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 868 | H, C | 20241015135127NAL0016533091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,346,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,346,152
- Net assets (BOY)
- $37,323,587
Income & contributions
- Employer contributions
- $727,692
- Total contributions
- $727,692
- Total income / additions
- $7,285,412
Expenses & distributions
- Benefits paid
- $3,103,040
- Administrative expenses
- $159,807
- Total expenses
- $3,262,847
- Net increase / (decrease)
- $4,022,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Popular Securities, LLC | NONE | $56,678 | not reported in the loaded dataset | 2023 |
| Banco Popular De Puerto Rico | NONE | $53,540 | not reported in the loaded dataset | 2023 |
| Bpas Actuarial & Pension Services | NONE | $34,994 | not reported in the loaded dataset | 2023 |
| Aig | NONE | $14,595 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pontifical Catholic University Of Puerto Rico
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Ponce, PR
- Popular Securities, LLC — Schedule C compensation
- Banco Popular De Puerto Rico — Schedule C compensation
- Bpas Actuarial & Pension Services — Schedule C compensation
- Aig — Schedule C compensation