Triple-S Retirement & Savings Plan — Form 5500 plan (Triple-S Management Corporation)

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, Triple-S Retirement & Savings Plan is a benefit plan reported by Triple-S Management Corporation under EIN 66-0555678 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,911 participants and $66,189,418 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$66.1MPlan net assets, end of year$66,093,205
Participants2.9KCovered participants reported2,911
Assets / participant$22.7KComputed: assets ÷ participants$22,738 (computed)
Provider compensation$142K1 Schedule C provider row(s)$141,952
Plan sponsor
Triple-S Management Corporation
EIN
66-0555678
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,911H, C20250129123835NAL0016100929001
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)$66.2M total assets
Net assets$66.1MLiabilities$96.2K
Money in vs. money out
Total income / additions$19.2M
Total expenses$2.5M
Benefits paid / distributions$2.3M
Contributions
Employer$3.9M
Participant$5.4M
Full reported line items

Net assets

Total assets (EOY)
$66,189,418
Total liabilities (EOY)
$96,213
Net assets (EOY)
$66,093,205
Net assets (BOY)
$49,183,768

Income & contributions

Employer contributions
$3,910,706
Participant contributions
$5,358,822
Total contributions
$10,147,715
Total income / additions
$19,201,439

Expenses & distributions

Benefits paid
$2,341,777
Administrative expenses
$172,010
Total expenses
$2,513,787
Net increase / (decrease)
$16,687,652

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bppr-Popular Fiduciary ServicesTRUSTEE/RK$132,662$9,2902023

Related Form 5500 pages