Stewart Enterprises Puerto Rico Retirement Trust — Form 5500 plan (Service Corporation International)
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, Stewart Enterprises Puerto Rico Retirement Trust is a benefit plan reported by Service Corporation International under EIN 74-1488375 and plan number 004. The latest loaded filing year is 2023. The filing reports 313 participants and $3,569,255 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.6MPlan net assets, end of year$3,557,717
Participants313Covered participants reported
Assets / participant$11.4KComputed: assets ÷ participants$11,403 (computed)
Provider compensation$8.8K1 Schedule C provider row(s)$8,782
- Plan sponsor
- Service Corporation International
- EIN
- 74-1488375
- Plan number
- 004
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241009090615NAL0036554050001 |
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)$3.6M total assets
Net assets$3.6MLiabilities$11.5K
Full reported line items
Net assets
- Total assets (EOY)
- $3,569,255
- Total liabilities (EOY)
- $11,538
- Net assets (EOY)
- $3,557,717
- Net assets (BOY)
- $3,249,849
Income & contributions
- Employer contributions
- $119,750
- Participant contributions
- $295,112
- Total contributions
- $414,862
- Total income / additions
- $855,680
Expenses & distributions
- Benefits paid
- $486,154
- Administrative expenses
- $8,659
- Total expenses
- $547,812
- Net increase / (decrease)
- $307,868
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.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bppr - Popular Fiduciary Services | RK & TRUSTEE | $8,659 | $123 | 2023 |