Pension Plus Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pension Plus Inc is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $14,812 and reported indirect compensation totals $41,566.
Reported compensation summary
- Reported direct compensation
- $14,812
- Reported indirect compensation
- $41,566
- Total reported compensation
- $56,378
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Universal Group | PR | 1 | $15,163 |
| Universal Insurance Managers, Inc | FL | 1 | $11,405 |
| Puerto Rico Energy LLC | PR | 1 | $8,865 |
| Island Finance, LLC | PR | 1 | $8,423 |
| Fundacion De Hogares Para Trabajadores | PR | 1 | $5,230 |
| Cpm Pr, LLC | PR | 1 | $3,797 |
| Combined Building &Housing Consultants, Inc. | PR | 1 | $3,029 |
| Fernando Sumaza & Co, Inc And Affil Iates | PR | 1 | $174 |
| American Military Academy Corporation | PR | 1 | $167 |
| Inspira Mental Health Management Inc | PR | 1 | $106 |
State footprint
Plans reporting Pension Plus Inc are sponsored in PR (10), FL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Universal Group | Universal Insurance Company Profit Sharing And Savings Plan | 2023 | $5,163 | $10,000 |
| Universal Insurance Managers, Inc | Universal Insurance Company Profit Sharing & Savings Plan - Us | 2023 | $1,405 | $10,000 |
| Puerto Rico Energy LLC | Puerto Rico Energy LLC Retirement Savings Plan | 2023 | $0 | $8,865 |
| Island Finance, LLC | Plan De Ahorro Empleados Island Finance | 2023 | $8,423 | not reported in the loaded dataset |
| Fundacion De Hogares Para Trabajadores | Salary Deferral Retirement Plan 1081.01(D) Fundacion De Hogares Para Trabajadores | 2023 | $0 | $5,230 |
| Cpm Pr, LLC | Cpm Pr Savings & Retirement Plan | 2023 | $0 | $3,797 |
| Combined Building &Housing Consultants, Inc. | Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan | 2023 | $0 | $3,029 |
| Fernando Sumaza & Co, Inc And Affil Iates | Fernando Sumaza & Co, Inc And Affiliates 401k Retirement Plan | 2023 | $0 | $174 |
| American Military Academy Corporation | American Military Academy Retirement Plan | 2023 | $0 | $167 |
| Inspira Mental Health Management Inc | Inspira Mental Health Management Retirement Plan | 2023 | $0 | $106 |
| Gonzalez Trading, LLC | Gonzalez Trading Retirement Plan | 2023 | -$179 | $198 |
Related Form 5500 pages
- Universal Insurance Company Profit Sharing And Savings Plan (plan 001)
- Universal Group — all reported plans
- Universal Insurance Company Profit Sharing & Savings Plan - Us (plan 001)
- Universal Insurance Managers, Inc — all reported plans
- Puerto Rico Energy LLC Retirement Savings Plan (plan 001)
- Puerto Rico Energy LLC — all reported plans
- Plan De Ahorro Empleados Island Finance (plan 001)
- Island Finance, LLC — all reported plans
- Salary Deferral Retirement Plan 1081.01(D) Fundacion De Hogares Para Trabajadores (plan 001)
- Fundacion De Hogares Para Trabajadores — all reported plans
- Cpm Pr Savings & Retirement Plan (plan 001)
- Cpm Pr, LLC — all reported plans
- Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan (plan 001)
- Combined Building &Housing Consultants, Inc. — all reported plans
- Fernando Sumaza & Co, Inc And Affiliates 401k Retirement Plan (plan 001)
- Fernando Sumaza & Co, Inc And Affil Iates — all reported plans
- American Military Academy Retirement Plan (plan 001)
- American Military Academy Corporation — all reported plans
- Inspira Mental Health Management Retirement Plan (plan 001)
- Inspira Mental Health Management Inc — all reported plans
- Gonzalez Trading Retirement Plan (plan 001)
- Gonzalez Trading, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources