Plan5500

Banco Popular De Puerto Rico Retirement Plan — Form 5500 plan (Banco Popular 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, Banco Popular De Puerto Rico Retirement Plan is a benefit plan reported by Banco Popular De Puerto Rico under EIN 66-0561870 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,694 participants and $632,455,069 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$622.4MPlan net assets, end of year$622,363,178
Participants7.7KCovered participants reported7,694
Assets / participant$82.2KComputed: assets ÷ participants$82,201 (computed)
Provider compensation$2.6M10 Schedule C provider row(s)$2,576,026
Plan sponsor
Banco Popular De Puerto Rico
EIN
66-0561870
Plan number
001
Plan type
2
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
    7,694 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)$632.5M total assets
Net assets$622.4MLiabilities$10.1M
Money in vs. money out
Total income / additions$71.6M
Total expenses$40.9M
Benefits paid / distributions$38.3M
Full reported line items

Net assets

Total assets (EOY)
$632,455,069
Total liabilities (EOY)
$10,091,891
Net assets (EOY)
$622,363,178
Net assets (BOY)
$591,660,342

Income & contributions

Total contributions
$0
Total income / additions
$71,554,086

Expenses & distributions

Benefits paid
$38,297,519
Administrative expenses
$2,553,731
Total expenses
$40,851,250
Net increase / (decrease)
$30,702,836
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 assets7%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Blackrock Institutional Trust$854.4K
    INVESTMENT MANAGER · Direct $854.4K
  2. 2
    Pension Benefit Guaranty Corp$738.6K
    PREMIUM INSURANCE · Direct $738.6K
  3. 3
    Towers Watson Delavare, Inc.$296.2K
    ACTUARY FEES · Direct $296.2K
  4. 4
    Blackrock Institutional Trust$239.2K
    CONSULTING FEES · Direct $239.2K
  5. 5
    Consultiva International, Inc.$120K
    CONSULTING FEES · Direct $120K
  6. 6
    Dcm Advisors$76K
    INVESTMENT MANAGER · Direct $76K
  7. 7
    Morgan Stanley Emerging Markets$74K
    INVESTMENT MANAGER · Direct $74K
  8. 8
    Pwc Llp Puerto Rico$67.7K
    AUDITING FEES · Direct $67.7K
  9. 9
    Newton$65K
    INVESTMENT MANAGER · Direct $65K
  10. 10
    Jp Morgan Chase$44.9K
    CUSTODY ADM FEES · Direct $44.9K

What to inspect next

Frequently asked questions

Who sponsors the Banco Popular De Puerto Rico Retirement Plan?
Banco Popular De Puerto Rico Retirement Plan is reported as sponsored by Banco Popular De Puerto Rico (EIN 66-0561870, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Banco Popular De Puerto Rico Retirement Plan?
The latest Form 5500 filing year loaded for Banco Popular De Puerto Rico Retirement Plan is 2023.
How many participants does Banco Popular De Puerto Rico Retirement Plan report?
Banco Popular De Puerto Rico Retirement Plan reports 7,694 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Banco Popular De Puerto Rico Retirement Plan?
Banco Popular De Puerto Rico Retirement Plan reports $632,455,069 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