Puerto Rico Telephone Company Master Trust — Form 5500 plan (Popular Fiduciary Services 725)
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 Telephone Company Master Trust is a benefit plan reported by Popular Fiduciary Services 725 under EIN 66-0796228 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $875,541,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Popular Fiduciary Services 725
- EIN
- 66-0796228
- Plan number
- 001
- Plan type
- 4
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $875,541,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241015170328NAL0015133811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $875,541,582
- Total liabilities (EOY)
- $10,913,656
- Net assets (EOY)
- $864,627,926
- Net assets (BOY)
- $895,928,519
Income & contributions
- Total contributions
- $0
- Total income / additions
- $89,700,817
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $89,700,817
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.