Sistema Universitario Ana G Mendez Inc Pension Plan — Form 5500 plan (Sistema Universitario Ana G Mendez)

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, Sistema Universitario Ana G Mendez Inc Pension Plan is a benefit plan reported by Sistema Universitario Ana G Mendez under EIN 66-0201206 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $49,535,291 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49.5MPlan net assets, end of year$49,535,291
Participants395Covered participants reported
Assets / participant$125.4KComputed: assets ÷ participants$125,406 (computed)
Provider compensationNone reported
Plan sponsor
Sistema Universitario Ana G Mendez
EIN
66-0201206
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023395H20250515115754NAL0019611729001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$49,535,291
Total liabilities (EOY)
$0
Net assets (EOY)
$49,535,291
Net assets (BOY)
$51,545,672

Income & contributions

Total contributions
$0
Total income / additions
$2,653,040

Expenses & distributions

Benefits paid
$4,663,421
Administrative expenses
$0
Total expenses
$4,663,421
Net increase / (decrease)
-$2,010,381
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income176%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages