Plan5500

Abarca Health Savings & Retirement Plan & Retirement Plan — Form 5500 plan (Abarca Health 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, Abarca Health Savings & Retirement Plan & Retirement Plan is a benefit plan reported by Abarca Health LLC under EIN 66-0742627 and plan number 001. The latest loaded filing year is 2023. The filing reports 486 participants and $9,710,018 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.7MPlan net assets, end of year$9,710,018
Participants486Covered participants reported
Assets / participant$20KComputed: assets ÷ participants$19,979 (computed)
Provider compensation$10.7K1 Schedule C provider row(s)$10,707
Plan sponsor
Abarca Health LLC
EIN
66-0742627
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    486 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)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$217.6K
Benefits paid / distributions$209.1K
Contributions
Employer$399.3K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$9,710,018
Total liabilities (EOY)
$0
Net assets (EOY)
$9,710,018
Net assets (BOY)
$6,584,347

Income & contributions

Employer contributions
$399,286
Participant contributions
$1,446,994
Total contributions
$1,913,156
Total income / additions
$3,343,295

Expenses & distributions

Benefits paid
$209,147
Administrative expenses
$8,477
Total expenses
$217,624
Net increase / (decrease)
$3,125,671
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 22%Participant 78%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income6%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
    Popular Inc.$10.7K
    TRUSTEE & RK FEES · Direct $8.5K · Indirect $2.2K

Related Form 5500 pages