Union De Tronquistas De Puerto Rico Local 901 Of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan — Form 5500 plan (Crowley Liner Services Puerto Rico,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, Union De Tronquistas De Puerto Rico Local 901 Of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan is a benefit plan reported by Crowley Liner Services Puerto Rico,Inc. under EIN 66-0208002 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $24,584,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crowley Liner Services Puerto Rico,Inc.
- EIN
- 66-0208002
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $24,584,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20250203091736NAL0012854754001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,584,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,584,273
- Net assets (BOY)
- $21,354,388
Income & contributions
- Employer contributions
- $1,290,808
- Participant contributions
- $0
- Total contributions
- $1,290,808
- Total income / additions
- $5,666,156
Expenses & distributions
- Benefits paid
- $2,381,556
- Administrative expenses
- $54,715
- Total expenses
- $2,436,271
- Net increase / (decrease)
- $3,229,885
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,666 | $0 | 2023 |
| Banco Popular | OTHER SERVICES | $10,190 | not reported in the loaded dataset | 2023 |
| Strategic Advisor Inc | ADVISOR | $1,729 | not reported in the loaded dataset | 2023 |
| Finanxial LLC | not reported in the loaded dataset | $130 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crowley Liner Services Puerto Rico,Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Fidelity Investments Institutional — Schedule C compensation
- Banco Popular — Schedule C compensation
- Strategic Advisor Inc — Schedule C compensation
- Finanxial LLC — Schedule C compensation