Plan De Bienestar De La Ugt — Form 5500 plan (Union General De Trabajadores)

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, Plan De Bienestar De La Ugt is a benefit plan reported by Union General De Trabajadores under EIN 66-0268524 and plan number 501. The latest loaded filing year is 2023. The filing reports 93 participants and $342,702 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$333.8KPlan net assets, end of year$333,846
Participants93Covered participants reported
Assets / participant$3.7KComputed: assets ÷ participants$3,685 (computed)
Provider compensationNone reported
Plan sponsor
Union General De Trabajadores
EIN
66-0268524
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
    93 participants · 1Sch H
    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)$342.7K total assets
Net assets$333.8KLiabilities$8.9K
Money in vs. money out
Total income / additions$525.8K
Total expenses$547.8K
Benefits paid / distributions$503.4K
Contributions
Employer$446.3K
Participant$62.2K
Full reported line items

Net assets

Total assets (EOY)
$342,702
Total liabilities (EOY)
$8,856
Net assets (EOY)
$333,846
Net assets (BOY)
$355,852

Income & contributions

Employer contributions
$446,266
Participant contributions
$62,204
Total contributions
$508,470
Total income / additions
$525,823

Expenses & distributions

Benefits paid
$503,400
Administrative expenses
$44,429
Total expenses
$547,829
Net increase / (decrease)
-$22,006
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 88%Participant 12%
Total expenses ÷ net assets164%Computed ratio
Benefits paid ÷ total income96%Computed ratio
Schedule C

Service provider compensation

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

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

What to inspect next

Frequently asked questions

Who sponsors the Plan De Bienestar De La Ugt?
Plan De Bienestar De La Ugt is reported as sponsored by Union General De Trabajadores (EIN 66-0268524, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Plan De Bienestar De La Ugt?
The latest Form 5500 filing year loaded for Plan De Bienestar De La Ugt is 2023.
How many participants does Plan De Bienestar De La Ugt report?
Plan De Bienestar De La Ugt reports 93 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Plan De Bienestar De La Ugt?
Plan De Bienestar De La Ugt reports $342,702 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