Bella International Employee Retirement Plan — Form 5500 plan (Bella International, LLC)
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, Bella International Employee Retirement Plan is a benefit plan reported by Bella International, LLC under EIN 66-0257653 and plan number 001. The latest loaded filing year is 2023. The filing reports 600 participants and $15,768,733 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.7MPlan net assets, end of year$15,718,689
Participants600Covered participants reported
Assets / participant$26.3KComputed: assets ÷ participants$26,281 (computed)
Provider compensation$182.5K2 Schedule C provider row(s)$182,488
- Plan sponsor
- Bella International, LLC
- EIN
- 66-0257653
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 600 | H, C | 20241015104907NAL0016173523001 |
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)$15.8M total assets
Net assets$15.7MLiabilities$50K
Full reported line items
Net assets
- Total assets (EOY)
- $15,768,733
- Total liabilities (EOY)
- $50,044
- Net assets (EOY)
- $15,718,689
- Net assets (BOY)
- $12,734,671
Income & contributions
- Employer contributions
- $958,532
- Participant contributions
- $1,216,325
- Total contributions
- $2,254,566
- Total income / additions
- $4,782,903
Expenses & distributions
- Benefits paid
- $1,701,985
- Administrative expenses
- $96,900
- Total expenses
- $1,798,885
- Net increase / (decrease)
- $2,984,018
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.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bppr - Popular Fiduciary Services | TRUST & RECORDKEEPING FEE | $54,223 | $88,335 | 2023 |
| Popular Securities, Inc. | INV. CONSULTING | $39,930 | not reported in the loaded dataset | 2023 |