Plan5500

Banco Popular De Pr Tax Qualified Ret. Restoration 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 Pr Tax Qualified Ret. Restoration Plan is a benefit plan reported by Banco Popular De Puerto Rico under EIN 66-0561870 and plan number 004. The latest loaded filing year is 2023. The filing reports 63 participants and $29,183,232 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Banco Popular De Puerto Rico
EIN
66-0561870
Plan number
004
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
63
End-of-year plan assets
$29,183,232

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202363I, C20241014091053NAL0014681779001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$29,183,232
Net assets (EOY)
$29,183,232
Net assets (BOY)
$27,757,836

Income & contributions

Total income / additions
$1,425,396

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
$1,425,396

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blackrock Institutional TrustINVESTMENT MANAGER$32,487not reported in the loaded dataset2023
Jp Morgan ChaseCUSTODY ADM FEES$21,024not reported in the loaded dataset2023
Blackrock Institutional TrustCONSULTING FEES$11,111not reported in the loaded dataset2023
Morgan Stanley Emerging MarketsINVESTMENT MANAGER$9,398not reported in the loaded dataset2023
Dcm AdvisorsINVESTMENT MANAGER$7,150not reported in the loaded dataset2023
NewtonINVESTMENT MANAGER$6,998not reported in the loaded dataset2023

Related Form 5500 pages