Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan — Form 5500 plan (Hospital Espanol Auxilio Mutuo De Puerto Rico 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, Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan is a benefit plan reported by Hospital Espanol Auxilio Mutuo De Puerto Rico Inc under EIN 66-0486907 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,788 participants and $35,098,633 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hospital Espanol Auxilio Mutuo De Puerto Rico Inc
- EIN
- 66-0486907
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 1,788
- End-of-year plan assets
- $35,098,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,788 | H, C | 20241015144816NAL0028814513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,098,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,098,633
- Net assets (BOY)
- $30,327,763
Income & contributions
- Employer contributions
- $867,500
- Participant contributions
- $2,040,378
- Total contributions
- $2,972,268
- Total income / additions
- $7,170,075
Expenses & distributions
- Benefits paid
- $2,220,217
- Administrative expenses
- $178,988
- Total expenses
- $2,399,205
- Net increase / (decrease)
- $4,770,870
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $135,243 | $0 | 2023 |
| Pension Administrators Group, Inc. | CONTRACT ADMIN | $63,190 | $0 | 2023 |
| Osaic Wealth Inc | BORKER/ADVISOR | $0 | $56,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MNT | $1,320 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hospital Espanol Auxilio Mutuo De Puerto Rico Inc
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Pension Administrators Group, Inc. — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation