Plan5500

Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan — Form 5500 plan (Union De Tronquistas De Puerto Rico)

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 1165(E) Plan is a benefit plan reported by Union De Tronquistas De Puerto Rico under EIN 66-0344357 and plan number 002. The latest loaded filing year is 2023. The filing reports 366 participants and $2,211,369 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.2MPlan net assets, end of year$2,192,691
Participants366Covered participants reported
Assets / participant$6KComputed: assets ÷ participants$6,042 (computed)
Provider compensation$67.7K6 Schedule C provider row(s)$67,668
Plan sponsor
Union De Tronquistas De Puerto Rico
EIN
66-0344357
Plan number
002
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
    366 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)$2.2M total assets
Net assets$2.2MLiabilities$18.7K
Money in vs. money out
Total income / additions$720.9K
Total expenses$167.1K
Benefits paid / distributions$104.7K
Contributions
Employer$293.4K
Participant$166.4K
Full reported line items

Net assets

Total assets (EOY)
$2,211,369
Total liabilities (EOY)
$18,678
Net assets (EOY)
$2,192,691
Net assets (BOY)
$1,638,868

Income & contributions

Employer contributions
$293,437
Participant contributions
$166,405
Total contributions
$459,842
Total income / additions
$720,900

Expenses & distributions

Benefits paid
$104,655
Administrative expenses
$62,422
Total expenses
$167,077
Net increase / (decrease)
$553,823
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 64%Participant 36%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets3%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    The 401k Company Of Pr, Inc.$19.4K
    CONTRACT ADMIN · Direct $18.5K · Indirect $886
  2. 2
    Aquino De Cordova, LLC$18.1K
    AUDITORS · Direct $18.1K · Indirect $0
  3. 3
    Empower Annuity Insurance Co$17.1K
    RECORDKEEPER · Direct $17.1K · Indirect $0
  4. 4
    Luis Candelario Rosario$7.8K
    OTHER · Direct $7.8K · Indirect $0
  5. 5
    Nationwide Planning Associates, Inc$5.3K
    BROKER ADVISOR · Direct $0 · Indirect $5.3K
  6. 6
    Empower Advisory Group, LLC$6
    INVESTMENT MGMT · Direct $6 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan?
Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan is reported as sponsored by Union De Tronquistas De Puerto Rico (EIN 66-0344357, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan?
The latest Form 5500 filing year loaded for Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan is 2023.
How many participants does Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan report?
Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan reports 366 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan?
Union De Tronquistas De Puerto Rico Local 901 1165(E) Plan reports $2,211,369 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