Cooperativa De Ahorro Y Credito Oriental Retirement Plan — Form 5500 plan (Cooperativa De Ahorro Y Credito Oriental)
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, Cooperativa De Ahorro Y Credito Oriental Retirement Plan is a benefit plan reported by Cooperativa De Ahorro Y Credito Oriental under EIN 66-0287790 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $5,145,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooperativa De Ahorro Y Credito Oriental
- EIN
- 66-0287790
- Plan number
- 001
- Plan type
- 2
- Location
- Humacao, PR
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $5,145,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20240923090941NAL0011239025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,145,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,145,850
- Net assets (BOY)
- $4,535,963
Income & contributions
- Employer contributions
- $215,761
- Participant contributions
- $228,270
- Total contributions
- $469,565
- Total income / additions
- $1,199,088
Expenses & distributions
- Benefits paid
- $572,885
- Administrative expenses
- $16,316
- Total expenses
- $589,201
- Net increase / (decrease)
- $609,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,316 | $0 | 2023 |
| Independent Financial Group | INVESTMENT ADVISOR | $11,607 | $0 | 2023 |
| A & A Emplyee Benefits Consulting | CONTRACT ADMIN | $0 | $4,643 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $812 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooperativa De Ahorro Y Credito Oriental
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Humacao, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Independent Financial Group — Schedule C compensation
- A & A Emplyee Benefits Consulting — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation