Plan5500

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan — Form 5500 plan (Board Of Trustees Union De Tronquistas De Puerto Rico Local 901)

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, Union De Tronquistas De Puerto Rico Local 901 - Pension Plan is a benefit plan reported by Board Of Trustees Union De Tronquistas De Puerto Rico Local 901 under EIN 66-0344357 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,563 participants and $1,367,683 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,139,743
Participants3.6KCovered participants reported3,563
Assets / participant$384Computed: assets ÷ participants$384 (computed)
Provider compensation$386.6K7 Schedule C provider row(s)$386,563
Plan sponsor
Board Of Trustees Union De Tronquistas De Puerto Rico Local 901
EIN
66-0344357
Plan number
001
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
    3,563 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)$1.4M total assets
Net assets$1.1MLiabilities$227.9K
Money in vs. money out
Total income / additions$2.4M
Total expenses$2.6M
Benefits paid / distributions$1.8M
Contributions
Employer$135.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,367,683
Total liabilities (EOY)
$227,940
Net assets (EOY)
$1,139,743
Net assets (BOY)
$1,245,141

Income & contributions

Employer contributions
$135,222
Total contributions
$139,504
Total income / additions
$2,446,667

Expenses & distributions

Benefits paid
$1,814,248
Administrative expenses
$737,817
Total expenses
$2,552,065
Net increase / (decrease)
-$105,398
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.

Total expenses ÷ net assets224%Computed ratio
Benefits paid ÷ total income74%Computed ratio
Provider comp. ÷ net assets34%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    The Segal Company$225.9K
    NONE · Direct $225.9K
  2. 2
    Luis Candelario Rosario$55.1K
    NONE · Direct $55.1K
  3. 3
    Johanny Mejias Navarro$35.4K
    NONE · Direct $35.4K
  4. 4
    Aquino De Cordova, LLC$28.2K
    NONE · Direct $28.2K
  5. 5
    Militza Santiago Molina$20.9K
    NONE · Direct $20.9K
  6. 6
    Miriangelie Claudio$13.1K
    NONE · Direct $13.1K
  7. 7
    Enrique Melendez$8K
    NONE · Direct $8K

What to inspect next

Frequently asked questions

Who sponsors the Union De Tronquistas De Puerto Rico Local 901 - Pension Plan?
Union De Tronquistas De Puerto Rico Local 901 - Pension Plan is reported as sponsored by Board Of Trustees Union De Tronquistas De Puerto Rico Local 901 (EIN 66-0344357, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Union De Tronquistas De Puerto Rico Local 901 - Pension Plan?
The latest Form 5500 filing year loaded for Union De Tronquistas De Puerto Rico Local 901 - Pension Plan is 2023.
How many participants does Union De Tronquistas De Puerto Rico Local 901 - Pension Plan report?
Union De Tronquistas De Puerto Rico Local 901 - Pension Plan reports 3,563 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Union De Tronquistas De Puerto Rico Local 901 - Pension Plan?
Union De Tronquistas De Puerto Rico Local 901 - Pension Plan reports $1,367,683 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