Plan5500

Fondo Del Plan De Bienestar De La Union De Carpinteros — Form 5500 plan (Union De Carpinteros De 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, Fondo Del Plan De Bienestar De La Union De Carpinteros is a benefit plan reported by Union De Carpinteros De Puerto Rico under EIN 66-0225596 and plan number 501. The latest loaded filing year is 2023. The filing reports 472 participants and $2,811,415 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,779,182
Participants472Covered participants reported
Assets / participant$6KComputed: assets ÷ participants$5,956 (computed)
Provider compensation$97.8K4 Schedule C provider row(s)$97,826
Plan sponsor
Union De Carpinteros De Puerto Rico
EIN
66-0225596
Plan number
501
Plan type
1
Location
San Juan, PR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    472 participants · 1Sch HSch C
    View filing →
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)$2.8M total assets
Net assets$2.8MLiabilities$32.2K
Money in vs. money out
Total income / additions$204.8K
Total expenses$545.6K
Benefits paid / distributions$194.3K
Contributions
Employer$26.4K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$2,811,415
Total liabilities (EOY)
$32,233
Net assets (EOY)
$2,779,182
Net assets (BOY)
$3,119,920

Income & contributions

Employer contributions
$26,405
Participant contributions
$0
Total contributions
$26,405
Total income / additions
$204,836

Expenses & distributions

Benefits paid
$194,344
Administrative expenses
$351,230
Total expenses
$545,574
Net increase / (decrease)
-$340,738
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.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income95%Computed ratio
Provider comp. ÷ net assets4%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Miriam Castro Chandri$48.6K
    NONE · Direct $48.6K · Indirect $0
  2. 2
    Efrainrodriguez&Associates$22.1K
    NONE · Direct $22.1K · Indirect $0
  3. 3
    Martinezalvarezmenendezcortada$15.2K
    NONE · Direct $15.2K · Indirect $0
  4. 4
    Pablo Olmo$12K
    NONE · Direct $12K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Fondo Del Plan De Bienestar De La Union De Carpinteros?
Fondo Del Plan De Bienestar De La Union De Carpinteros is reported as sponsored by Union De Carpinteros De Puerto Rico (EIN 66-0225596, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Fondo Del Plan De Bienestar De La Union De Carpinteros?
The latest Form 5500 filing year loaded for Fondo Del Plan De Bienestar De La Union De Carpinteros is 2023.
How many participants does Fondo Del Plan De Bienestar De La Union De Carpinteros report?
Fondo Del Plan De Bienestar De La Union De Carpinteros reports 472 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Fondo Del Plan De Bienestar De La Union De Carpinteros?
Fondo Del Plan De Bienestar De La Union De Carpinteros reports $2,811,415 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages