Plan5500

Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc. — Form 5500 plan (Concilio De Salud Integrl De Loiza, 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, Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc. is a benefit plan reported by Concilio De Salud Integrl De Loiza, Inc. under EIN 66-0314649 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $3,305,936 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,305,936
Participants141Covered participants reported
Assets / participant$23.4KComputed: assets ÷ participants$23,446 (computed)
Provider compensation$45.3K3 Schedule C provider row(s)$45,255
Plan sponsor
Concilio De Salud Integrl De Loiza, Inc.
EIN
66-0314649
Plan number
001
Plan type
2
Location
Loiza, 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
    141 participants · 2Sch 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)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$890.5K
Total expenses$283.2K
Benefits paid / distributions$241.6K
Contributions
Employer$273.8K
Participant$276.3K
Full reported line items

Net assets

Total assets (EOY)
$3,305,936
Total liabilities (EOY)
$0
Net assets (EOY)
$3,305,936
Net assets (BOY)
$2,698,696

Income & contributions

Employer contributions
$273,816
Participant contributions
$276,320
Total contributions
$551,041
Total income / additions
$890,455

Expenses & distributions

Benefits paid
$241,558
Administrative expenses
$41,657
Total expenses
$283,215
Net increase / (decrease)
$607,240
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 50%Participant 50%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Empower Annuity Insurance Company$25.8K
    RECORDKEEPER · Direct $25.8K · Indirect $0
  2. 2
    Resources Investment Advisors$16.7K
    INVESTMENT ADVISOR · Direct $16.7K · Indirect $0
  3. 3
    A & A Employee Benefits Consulting$2.7K
    CONTRACT ADMIN · Direct $0 · Indirect $2.7K

What to inspect next

Frequently asked questions

Who sponsors the Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc.?
Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc. is reported as sponsored by Concilio De Salud Integrl De Loiza, Inc. (EIN 66-0314649, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc.?
The latest Form 5500 filing year loaded for Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc. is 2023.
How many participants does Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc. report?
Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc. reports 141 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc.?
Plan De Compensacion Diferida 1165(E) Del Concilio De Salud Integral De Loiza, Inc. reports $3,305,936 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