T-Mobile Puerto Rico 1165(E) Plan — Form 5500 plan (T-Mobile Puerto Rico LLC)

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, T-Mobile Puerto Rico 1165(E) Plan is a benefit plan reported by T-Mobile Puerto Rico LLC under EIN 66-0649631 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,168 participants and $60,354,656 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$60.4MPlan net assets, end of year$60,354,656
Participants1.2KCovered participants reported1,168
Assets / participant$51.7KComputed: assets ÷ participants$51,674 (computed)
Provider compensation$39.4K1 Schedule C provider row(s)$39,359
Plan sponsor
T-Mobile Puerto Rico LLC
EIN
66-0649631
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,168H, C20241001144633NAL0006954497001
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)$60.4M total assets
Net assets$60.4MLiabilities$0
Money in vs. money out
Total income / additions$16M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$2.1M
Participant$3.9M
Full reported line items

Net assets

Total assets (EOY)
$60,354,656
Total liabilities (EOY)
$0
Net assets (EOY)
$60,354,656
Net assets (BOY)
$46,521,253

Income & contributions

Employer contributions
$2,101,562
Participant contributions
$3,944,214
Total contributions
$6,046,475
Total income / additions
$15,969,491

Expenses & distributions

Benefits paid
$2,066,806
Administrative expenses
$39,359
Total expenses
$2,136,088
Net increase / (decrease)
$13,833,403
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 35%Participant 65%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$39,359$02023

Related Form 5500 pages