Puerto Rico Waste Management Group Corp. 1165(E) Plan — Form 5500 plan (Puerto Rico Waste Management Group Corp.)
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, Puerto Rico Waste Management Group Corp. 1165(E) Plan is a benefit plan reported by Puerto Rico Waste Management Group Corp. under EIN 66-0707570 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,054 participants and $6,166,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puerto Rico Waste Management Group Corp.
- EIN
- 66-0707570
- Plan number
- 001
- Plan type
- 2
- Location
- Gurabo, PR
- Latest filing year
- 2023
- Participants
- 1,054
- End-of-year plan assets
- $6,166,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,054 | H, C | 20250203132042NAL0006733809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,166,640
- Total liabilities (EOY)
- $76,172
- Net assets (EOY)
- $6,090,468
- Net assets (BOY)
- $4,888,785
Income & contributions
- Employer contributions
- $191,909
- Participant contributions
- $827,136
- Total contributions
- $1,019,045
- Total income / additions
- $1,854,102
Expenses & distributions
- Benefits paid
- $399,108
- Administrative expenses
- $126,706
- Total expenses
- $652,419
- Net increase / (decrease)
- $1,201,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $84,061 | $0 | 2023 |
| Independent Financial Group LLC | INVESTMENT ADVISOR | $25,788 | $0 | 2023 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $4,366 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Puerto Rico Waste Management Group Corp.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Gurabo, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Independent Financial Group LLC — Schedule C compensation
- A & A Employee Benefits Consulting — Schedule C compensation